Aviso Wealth

Portfolio Manager, Managed Accounts

Aviso Wealth

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • 🇨🇦 Canada

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Salary

💰 CA$115,000 - CA$135,000 per year

Job Level

Mid-LevelSenior

Tech Stack

JavaPython

About the role

  • Co-manage internal investment mandates and models
  • Partner with the Director, Managed Solutions to develop, launch, and manage Aviso’s proprietary investment solutions
  • Act as a strategic bridge between portfolio management, technology, and advisor experience
  • 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
  • Review and analyze investment mandates and trading, providing recommendations and opportunities for improvements
  • Engage directly with financial advisors to communicate platform strategy, performance updates, and portfolio positioning
  • Gather field insights to guide future enhancements to managed account functionality and advisor experience
  • Manage and administer separately managed (“SMA”) and unified managed (“UMA”) accounts on Portfolio Management System
  • Implement model portfolios from third-party investment managers
  • Coach and support junior members of the team on portfolio administration and management in the PM platform (currently Wealth360)
  • Maintain expert knowledge on Aviso’s custodial (Dataphile) and Portfolio Management Systems and processes
  • Manage quarterly client statement production and tax issues with tax department
  • Provide oversight and quality control for managed account compliance reporting and attribution analysis
  • 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 oversight to managed solutions fee billing system for clients and advisors
  • Collaborate cross-functionality with Trading, Operations, Compliance and Product Solutions teams to ensure efficient execution, reporting accuracy and product alignment

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
  • Apply data analytics and automation tools (Python, Power BI) to enhance portfolio oversight, attribution and drift monitoring
  • Identify opportunities to streamline and digitize operational workflows within Wealth360 and Dataphile
  • Advanced level MS Office Suite (emphasis on Excel and PowerPoint)
  • Experience with Bloomberg/Refinitiv (Eikon)
  • Experience with Wealth 360 & Dataphile is ideal
  • Programming (Python, JAVA) knowledge is considered a highly desirable asset
  • 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 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
Benefits
  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
portfolio managementinvestment analysisdata analyticsautomation toolsPythonPower BIMS Office SuiteExcelPowerPointprogramming
Soft skills
communication skillspresentation skillsproblem-solving skillsself-motivatedteam collaborationcoachingstrategic thinkingclient engagementorganizational skillsadaptability
Certifications
CFA CharterCIRO Portfolio Manager