Senior Manager, Equities Strategy

Scotiabank; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

Scotiabank is seeking a skilled professional for the Equities Global Knowledge Center. The role involves providing expert equity advice, collaborating across teams to enhance investment strategies, and producing insightful communications. Ideal candidates will have substantial experience in capital markets, strong analytical skills, and a customer-focused approach to foster client relationships.

Qualifications

• 5+ years in capital markets, experienced in equity research/investment management.
• Excellent communication and writing skills for effective content production.
• Ability to work independently and adapt to fast-paced environments.

Responsibilities

• Provide equity investment advice to relationship managers.
• Champion a customer-focused culture to deepen client relationships.
• Collaborate with sector experts and prepare presentations for business development.

Skills

Persuasive communication

Analytical skills

Writing skills

Education

Undergraduate degree in finance, business, economics

MBA and/or CFA designation

Tools

Factset

Bloomberg

Microsoft Office (PowerPoint, Excel, Word, Outlook)

Job description

Requisition ID: 227902

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

Contributes to the overall success of the Equities Global Knowledge Center (GKC) within the Global Investment Solutions (GIS) group and the office of the Global Wealth Management Chief Investment Officer by ensuring specific individual goals are accomplished in support of the team’s business strategies and objectives. Ensures all activities comply with governing regulations and internal policies and procedures.

Member of a global team responsible for equities recommendations and the performance of the GIS equity Guided Portfolios (GPs). The team’s mandate spans Canadian, U.S., and international stocks. The incumbent will contribute to equity team’s sector and regional allocation decisions and is responsible for providing timely and holistic equity investment advice to Scotia Global Wealth Management relationship managers

Accountabilities

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Provide expert coverage and leadership on equities.
• Collaborate with sector experts, portfolio managers, and bank partners to determine appropriate sector and regional weights across the team’s equity GPs in a manner consistent with GIS’s investment style and process.
• Create, review and/or deliver regular communications, thought leadership, research reports, educational material and ad-hoc support on equities for relationship manager partners and clients.
• Leverage strong writing skills to translate complex investment subject matter to consumable and compliant content for use in various advisors and client publications.
• Work closely with the broader GIS team on the creation of impactful materials such as brochures, podcasts, videos and online content equities.
• Continually deepen knowledge on sectors, equities, regions, and markets by participating and contributing to internal investment and asset allocation meetings.
• Establish close working relationships with relationship managers and other bank partners, actively soliciting feedback on existing guided portfolios and support materials. Respond to all inquiries and requests for support, balancing the complexity of the ask with the value delivered.
• Support business development activities by preparing presentations and other related material for relationship managers and other partners.
• Pursue a customer focused approach across all initiatives and continually seek out ways to enhance the Product Solutions ecosystem by working cross-functionally with channel partners and support teams.
• Execute on special projects as they arise.
• Ensure all tactics are developed, delivered and maintained in compliance with governing regulations, internal policies and procedures.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Education / Experience / Other Information

• 5+ years of experience working in the capital markets with clear history of work experience in equity research / investment management.
• Undergraduate degree in finance, business, economics, or equivalent work experience.
• MBA and/or CFA designation an asset.
• Detailed knowledge of financial markets and investment process / strategy and positioning.
• Persuasive communication skills, including the ability to build credibility and trust with colleagues and clients and communicate ideas effectively.
• Excellent writing skills with demonstrated experience producing a range of content.
• Analytical background with experience sourcing and distilling financial data from multiple sources to deliver timely insights.
• Ability to work in a dynamic, fast-paced, global environment and to adapt quickly to changing priorities.
• Self-starter with proven ability to work independently with minimal supervision.
• Proficiency with Factset, Bloomberg, and Microsoft Office tools (PowerPoint, Excel, Word, Outlook).

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.