Senior Manager, Investment Oversight

 

 

 

Requisition ID: 257211 

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

 

The Senior Manager, Investment Oversight contributes to the oversight of all assets under management for Scotiabank’s Canadian Asset Management arm as well as supporting oversight efforts for Scotiabank’s international asset management companies. They will work with a team of professionals and present results and findings to committees and senior executives, ensuring business strategies, plans and initiatives are executed and delivered in compliance with governing regulations, internal policies, and procedures. 

 

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

• Provide strategic and tactical direction for the oversight of all investment products offered through 1832 Asset Management and its portfolio advisors, with direct accountability to senior management, Investment Committee and the Independent Review Committee including:
• Overseeing the management of investment mandates and investment advisory agreements for all products and their portfolio advisors
• Ongoing portfolio advisor due diligence regarding hiring/on-boarding and terminations/off-boarding
• Providing expertise in recommending competitive positioning among industry peers of all investment products (internal and third-party)
• Providing investment oversight for International Asset Management for their international/offshore mutual funds, including performance monitoring, portfolio advisor due diligence and reporting as needed
• Providing support for the asset allocation team, sales, marketing, and product managers on the various Investment Programs
• Lead ongoing development and delivery of detailed investment analyses and insight, as well as accurate and timely performance reporting, for both internal and external audiences, and collaborate with product, marketing and communications teams to provide key insights from oversight activities including:
• Conducting regular performance and analysis from both a compliance-to-mandate and product integrity perspective, resulting in reporting for regulatory bodies, Boards, IRC, Investment Committee and select client facing needs
• Quarterly Performance Analyses
• Manage all sub advisor relationships including contract negotiation, service level commitments, fee discrepancy resolutions, and reporting needs
  Lead and drive a customer focused culture throughout the team to deepen client relationships and leverage broader Bank relationships, systems and knowledge

 

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, Commerce, Finance or Economics is an asset
• 5 years of experience in the same or similar field
• Completion of the CFA is required
• CIPM/FRM is considered an asset
• Previous experience within the Mutual Fund industry and oversight in particular
• Proficiency in Microsoft Office including Power BI 
• The ability to manage competing priorities and tight deadlines with minimal leadership oversight
• Experience presenting investment analysis to committees
• Effective communication skills both written and verbal
• Strong analytical skills 

 

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.