Study Manager leading budgets, schedules, teams and feasibility studies for Wood’s global mining and metals consulting business. Overseeing safe, timely delivery for major mining clients.
About the role
- Portfolio Manager overseeing discretionary managed assets and advisor solutions for Aviso, a Canadian wealth management provider. Managing portfolios, reporting, compliance, and platform enhancements.
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
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to retirement program
- Learning & development opportunities
- Education assistance program
- Regular social events
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