Senior Investment Oversight Analyst

Requisition ID: 234790

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

Scotia Global Asset Management is a leading investment firm dedicated to providing innovative financial solutions and exceptional service to our clients via IIROC, MFDA and Institutional platforms. We are seeking a talented and detail-oriented Investment Reporting Analyst to join our Investment Oversight and Reporting team.

As the Senior Investment Oversight Analyst, you will be responsible for developing and maintaining investment reports and dashboards using various tools such as Excel, Bloomberg, Factset, StateStreet, Crystal Reports, Power BI and Python. This role requires a strong analytical mindset, attention to detail, and the ability to work collaboratively with various teams to deliver accurate and insightful reports. In addition, you are responsible for responding to requests for qualitative and quantitative research pieces on products of all the assets under management for Scotiabank’s Global Asset Management arm. You will be part of a team of professionals that work in a coordinated fashion in order to meet tight deadlines with quality work.

Is this role right for you? In this role, you will:

• Developing and maintaining a strong working knowledge of primarily MD Financial Management Funds and Portfolios and to a lesser extent Dynamic, Scotia, Tangerine and Jarislowsky, Fraser Ltd. products and competitor products, while keeping abreast of industry developments that may impact Scotia Global Asset Management;
• Generating key executive level reports to support the investment oversight and governance framework;
• Utilize Python for data analysis, automation, and integration with reporting tools;
• Develop strong working relationships with other cross-functional teams such as performance, oversight, product management and risk teams;
• Performing ad hoc research regarding competitive product features and performance;
• Producing performance reports that include value-added analyses of returns, attribution, style, risk, added value and portfolio characteristics for internally managed portfolios and for portfolios managed by external sub-advisors;
• Recommend and implement continuous improvements to the efficiency, timing and reliability of reporting processes;
• Reviewing quality and accuracy of product information in marketing reference guides and online material;
• Updating of monthly and quarterly investment analytics reports through the generation and maintenance of raw data files;
• Writes commentaries and assembles the internal PM performance review packages;
• Acting as a support to the company’s research activities as requested;
• Populating consultant databases;
• Vetting and Generating Client Reporting;
• Monitoring of sales and redemption activity;
• Assisting in requests from Sales, Marketing, Product Management & Development departments;
• Monitoring changes and maintaining database of industry developments;
• Responding to requests for qualitative and quantitative research pieces on products, industry trends, investment personnel, and other related topics;
• Performing other projects as required.
  
  

Skills

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• Bachelor’s degree in an analytical discipline such as Mathematics, Data Science, Commerce, Finance or Economics, or a related field;
• 2+ years of proven experience in the same or similar field is a must;
• Proficiency in Microsoft Office, particularly Excel and Power BI, is a must;
• Working knowledge of Python is a nice to have;
• Strong knowledge of software platforms such as Morningstar Direct, Factset, Bloomberg, StateStreet Investment Analytics and Crystal Reports is essential;
• Completion of or working towards designations such as CFA/CIPM/FRM considered an asset;
• Excellent verbal & written communication skills;
• Proactive, self-starter – ability to run with a project and see it through to completion;
• Detail-oriented with strong time-management skills;
• Ability to work independently and as part of a small team;
• Completion of Canadian Securities Course;
• Able to manage competing priorities and tight deadlines.
  
  

Benefits

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• Retirement savings plan with company match
• Professional development opportunities
• Flexible work environment
  
  

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.