Portfolio Manager, Managed Accounts

Portfolio Manager, Managed Accounts

Aviso Wealth:

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

The Opportunity:

We’re looking for a Portfolio Manager, Managed Solutions to join our Asset management team.

Reporting to the Director, Managed Solutions, 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.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

Portfolio Management & Client Service

• Co-manage internal investment mandates and models. You will be a contributing member of the Investment Strategy Group, helping formulate strategic and tactical asset allocations and apply tactical strategies to internally managed multi-asset solutions
• Partner with the Director, Managed Solutions to develop, launch, and manage Aviso’s proprietary investment solutions
• 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

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 GWP)
• Maintain expert knowledge on Aviso’s custodial (Dataphile) and Portfolio Management Systems and processes
• Manage inventory accounts and trade allocation files

Client and Compliance Reporting

• Manage quarterly client statement production and tax issues with tax department
• 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 solutions 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

Requirements

Your experience and skills:

• Post-secondary degree in business or a related discipline
• CFA Charter holder
• Licensed IIROC Portfolio Manager
• 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
• Advanced level MS Office Suite (emphasis on Excel)
• Experience with Bloomberg/Refinitiv (Eikon)/FactSet/CapIQ
• Programming knowledge is considered a highly desirable asset (Python, VBA, Java, SQL)
• Previous experience with high-net-worth clients
• Excellent problem-solving skills with 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 are required and bilingual skills in French are an asset

Please apply - https://apply.workable.com/aviso/j/346FA776DC/