Portfolio Manager, Managed Assets Program (MAP)

Aviso Wealth; Vancouver; On-site; CAD 90,000 - 160,000; Full time

Job summary

Aviso Wealth is seeking a seasoned Portfolio Manager for the MAP program in Vancouver. You will oversee discretionary solutions, align investment strategy with client needs, and support advisors with market insights and platform enhancements.

The role emphasizes collaboration across portfolio management, technology, and advisor experience to drive continuous improvement of Aviso's managed accounts platform.

Qualifications

• Post-secondary degree in business or 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.

Responsibilities

• Co-manage internal investment mandates and models.
• Bridge portfolio management, technology and advisor experience.
• Support financial advisors with client meetings, providing market updates and growth opportunities.
• Participate in monthly/quarterly and ad-hoc investment webcasts to advisors.
• Create, review, and approve investment policy statements for clients.
• Collaborate on tactical investment strategies for the managed account platform.
• Review investment mandates and trading, providing recommendations for improvements.
• Engage with financial advisors to communicate platform strategy and performance.

Skills

Portfolio theory

Market research

Investment administration

Sales

Education

Post-secondary degree in business

CFA Charter holder

Licensed CIRO Portfolio Manager (Discretionary)

Job description

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic 'oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca .

The Opportunity:

We're looking to fill an opening for a Portfolio Manager, Managed Assets Program (MAP) to join our Asset Management team. Reporting to the Senior Manager, MAP Trading, the Portfolio Manager is responsible for the portfolio management of Aviso's discretionary fee-based solutions and administration support. This includes providing oversight on discretionary trades and operational processes and contributing to the overall investment strategy of managed solutions.

As one aviso:

• We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported


• We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working


• We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed


• We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• Portfolio Management & Client Service Co-manage internal investment mandates and models.


• Act as a strategic bridge between portfolio management, technology, and advisor experience - supporting the continuous improvement of Aviso's Managed Account platform through innovation, automation and data-driven insights


• Support financial advisors with their client meetings, through presentations and correspondence that provide market update, guidance, and growth opportunities for prospective and existing clients


• Participate in monthly/quarterly and ad-hoc Economic and market webcasts to advisors


• Create, review, and approve investment policy statements for clients


• Collaborate with other Portfolio Managers and team members on tactical investment strategies for the managed account platform, including technical & fundamental market analysis and client implementation strategies


• Review and analyze investment mandates and trading, providing recommendations and opportunities for improvements


• Engage directly with financial advisors to communicate platform strategy, performance updates, and portfolio positioning


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


• Portfolio Accounting Manage and administer separately managed (\"SMA\") and unified managed (\"UMA\") accounts on Portfolio Management System


• Implement model portfolios from third-party investment managers, liaising as required for strategic execution


• Coach and support junior members of the team on portfolio administration and management in the PM platform (currently Wealth360)


• Maintain expert knowledge on Aviso's custodial (Dataphile) and Portfolio Management Systems and processes


• Client and Compliance Reporting Manage quarterly client statement production and tax issues with tax department


• Provide oversight and quality control for managed account compliance reporting and attribution analysis, ensuring data integrity and regulatory consistency across platforms


• Manage ongoing Compliance and Finance reporting requirements


• Provide ad hoc reports to third-party subadvisors, Compliance and advisors as required


• Monitor client accounts against Investment Policy Statements and other compliance requirements


• Performance reporting of portfolios and client accounts


• Continuous enhancement of Aviso's managed solutions and features to ensure they remain competitive and top caliber


• Provide opportunities for enhancement of the broader product shelf of the Product Solutions department


• Provide oversight to managed solutions fee billing system for clients and advisors


• Collaborate cross-functionality with Trading, Operations, Compliance and Product Solutions teams to ensure efficient execution, reporting accuracy and product alignment

Your experience and skills:

• 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 Exc