Portfolio Manager, Managed Assets Program

Jobtailor; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

Jobtailor in Toronto, Ontario, is seeking an experienced Portfolio Manager to lead discretionary investment programs and collaborate with advisors to optimize managed accounts.

You will apply data analytics, automation, and market research to enhance Aviso's platform capabilities, while overseeing compliance and reporting across client portfolios. Experience with third-party sub-advisors and model delivery is preferred.

Qualifications

• Post-secondary degree in business or related discipline.
• CFA Charter Holder and licensed CIRO Portfolio Manager.
• 5-7 years in investments with discretionary portfolio management.
• Advanced data analytics and automation skills (Python, Power BI).

Responsibilities

• Co-manage discretionary portfolios and investment mandates.
• Improve platform through automation and data-driven insights.
• Support advisors with meetings, market updates, and presentations.
• Prepare client statements, compliance reporting, and performance reviews.

Skills

Discretionary Portfolio Management

Investment Policy Statements

Market Research

Data Analytics

Automation Tools

Python Programming

Power BI

MS Office Suite

Bloomberg/Refinitiv (Eikon)

Wealth360 and Dataphile Experience

Education

Post-secondary degree in business or related discipline

CFA Charter Holder

Licensed CIRO Portfolio Manager

Tools

Portfolio Management System

Wealth360

Dataphile

Power BI

Bloomberg

Refinitiv (Eikon)

Job description

Responsibilities

• Co-manage internal investment mandates and models


• Improve Aviso's Managed Account platform through innovation, automation, and data-driven insights


• Support financial advisors with client meetings, presentations, correspondence, market updates, guidance, and growth opportunities


• Participate in economic and market webcasts for advisors


• Create, review, and approve client investment policy statements


• Collaborate on tactical investment strategies, market analysis, and client implementation strategies


• Review investment mandates and trading and recommend improvements


• Communicate platform strategy, performance updates, and portfolio positioning to financial advisors


• Gather field insights to guide managed-account functionality and advisor-experience enhancements


• Manage and administer SMA and UMA accounts in the Portfolio Management System


• Implement model portfolios from third-party investment managers


• Coach and support junior team members on portfolio administration and management


• Maintain expertise in Aviso's custodial and portfolio management systems and processes


• Manage quarterly client statement production and tax issues


• Oversee managed-account compliance reporting and attribution analysis


• Manage ongoing Compliance and Finance reporting requirements


• Provide ad hoc reports to subadvisors, Compliance, and advisors


• Monitor client accounts against Investment Policy Statements and compliance requirements


• Report portfolio and client-account performance


• Enhance managed solutions, product-shelf offerings, and fee-billing systems


• Collaborate with Trading, Operations, Compliance, and Product Solutions teams

Requirements

• Post-secondary degree in business or a related discipline


• CFA Charter holder


• Licensed CIRO Portfolio Manager (Discretionary)


• 5-7 years' experience in the investments industry, with at least 3 years of discretionary portfolio management experience


• Strong understanding of the financial services industry, market research, portfolio theory and/or investment administration and sales


• Excellent written and verbal communication/presentation skills


• Experience applying data analytics and automation tools, including Python and Power BI


• Experience streamlining and digitizing operational workflows within Wealth360 and Dataphile


• Advanced level MS Office Suite, especially Excel and PowerPoint


• Experience with Bloomberg/Refinitiv (Eikon)


• Experience with Wealth 360 and Dataphile is ideal


• Programming knowledge in Python and JAVA is highly desirable


• Experience supporting discretionary managed account programs or model portfolios


• Experience working with third-party sub-advisors and model delivery platforms


• Excellent problem-solving skills with a proven track record of managing activities and exceeding targets


• Self-motivated and able to operate in a fast-paced, dynamic environment


• Fluent communication skills in English required


• Bilingual French skills are an asset

Core Competencies

Demonstrates expertise in discretionary portfolio management, investment strategy development, and compliance reporting within the financial services industry. Proficient in utilizing data analytics tools and managing client relationships to enhance investment solutions and advisor experiences.

Highest-signal resume keywords

• CFA Charter Holder


• Licensed CIRO Portfolio Manager


• Discretionary Portfolio Management Experience


• Data Analytics and Automation Tools


• Wealth360 and Dataphile Experience

ATS Optimization Keywords

Hard Skills

• Discretionary Portfolio Management


• Investment Policy Statements


• Market Research


• Portfolio Theory


• Data Analytics


• Automation Tools


• Python Programming


• Power BI


• MS Office Suite


• Bloomberg/Refinitiv (Eikon)

Soft Skills

• Excellent Communication Skills


• Problem-Solving Skills


• Self-Motivated


• Team Coaching

Certifications & Qualifications

• CFA Charter Holder


• Licensed CIRO Portfolio Manager

Industry Keywords

• Financial Services Industry


• Investment Administration


• Managed Accounts


• Compliance Reporting


• Market Analysis

Tools & Technologies

• Portfolio Management System


• Wealth360


• Dataphile


• Power BI


• Bloomberg


• Refinitiv (Eikon)