Become an integral part of ScotiaMcLeod as an Investment Program Analyst in Toronto, Ontario, focusing on program compliance and performance measurement. Drive efficiency and contribute to investment oversight initiatives.
In this impactful role, you will support the Senior Manager Portfolio Management by ensuring effective operations for ScotiaMcLeod's investment programs. You'll generate essential reports, facilitate compliance reviews, and support relationship managers with data-driven insights to enhance client satisfaction.
Key Responsibilities:
• Prepare monthly and quarterly supervision reports
• Ensure managed accounts' suitability for clients
• Conduct operational compliance checks and adjustments




• Facilitate performance reporting and data distribution
• Collaborate with teams to develop investment solutions
Requirements:
• Degree in finance or a related field
• Experience with portfolio management tools
• Strong problem-solving and analytical capabilities
• Excellent verbal and written communication skills
• Detail-oriented with customer focus
Enhance your career and help ScotiaMcLeod succeed through your analytical skills while working in an inclusive team setting.
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📌 Investment Program Analyst at ScotiaMcLeod (Toronto)
🏢 Scotiabank
📍 Toronto