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Associate Portfolio Manager, Private Investment Counsel - Toronto
Location:
Toronto
Description:
Requisition ID: 183088 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: Accountable for the management of large number of investment portfolios for high net worth clients on a centralized basis. Ensuring asset mix and total return meet client’s short and long term income and investment growth goals; through the use of central models containing approved securities and the firm’s corporate investment asset mix strategy. Liaising with Private Investment Client Portfolio Management teams in the field as necessary to deliver a seamless and efficient client experience by executing new account transition, managing cash requirements and ongoing portfolio management for portfolios adhering to the centralized models. The incumbent will prepare communications and work with various departments on the production and dissemination of appropriate support material. They will also work closely with the Portfolio Managers in CIM in researching and preparing information in support of investment decisions. Major Accountabilities: Management of centralized investment portfolios for high net worth clients by: Performing accurate and timely execution of investment model changes at the security and asset mix level across a large base of clients Providing input related to the development of portfolio structuring along with the Portfolio Manager, Staying abreast of the reasons for the central security and asset mix models changes and connecting with the field Portfolio Manager where necessary to discuss affects to client’s portfolio and stated objectives Maintaining central models on the portfolio accounting system Maintaining a strong knowledge of our portfolio management and trading systems Proactively manage and backss risk by: Staying abreast of capital market conditions that may affect clients’ portfolio Ensuring compliance and accuracy of trading activities Minimizing the Bank’s overall exposure to risk. Visit ListedBuy for more information.
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More About this Listing: Associate Portfolio Manager, Private Investment Counsel - Toronto
Associate Portfolio Manager, Private Investment Counsel - Toronto is a Social Services Counselor Job at Scotiabank located in United States. Find other listings like Associate Portfolio Manager, Private Investment Counsel - Toronto by searching Oodle for Social Services Counselor Jobs.
Associate Portfolio Manager, Private Investment Counsel - Toronto is a Social Services Counselor Job at Scotiabank located in United States. Find other listings like Associate Portfolio Manager, Private Investment Counsel - Toronto by searching Oodle for Social Services Counselor Jobs.