Senior Manager, Investment Strategy - Toronto

Senior Manager, Investment Strategy - Toronto

25 Aug
|
Global Wealth Management
|
Toronto

25 Aug

Global Wealth Management

Toronto

Requisition ID: Overview Contribute to the success of Global Wealth Management's Global Investment Solutions (GIS) team, ensuring specific individual goals are met in support of the team’s objectives. Ensure all activities comply with governing regulations and internal policies and procedures. Responsible for providing timely investment advice to Global Wealth Management investment advisors, with a focus on the equity, fixed income and alternative asset classes, and making asset allocation and investment strategy decisions. Purpose The Senior Manager, Investment Strategy is responsible for supporting GIS’ investment strategy team, specifically in respect of macroeconomic analysis and asset allocation decision making. Our team-based approach requires the incumbent to write and review GIS commentary, conduct independent research, assist with proposals and presentations, and liaise with GIS’ equity, fixed income, and pooled investment vehicle (PIV) teams. Accordingly, required skills include a strong knowledge of global capital markets, excellent communication and interpersonal skills, and the ability to work both independently and as part of a team. Applicants with demonstrated organizational and time management skills in a quick-paced, high energy environment are preferred. Is this role right for you? In this role you will: Champion a high performance, client-focused culture.



Work closely with the GIS Investment Strategy team to provide timely and conclusive tactical asset allocation recommendations based on quantitative and qualitative macroeconomic research. Support the management of GIS’ equity, fixed income and PIV guided portfolios by monitoring existing positions and ensuring they are consistent with the group’s tactical asset allocation and macroeconomic outlook. Provide regular support to Global Wealth Management investment advisors by conducting portfolio reviews for existing clients and creating portfolio proposals to attract new business. Respond to ad hoc advisor requests with qualified and value-added ideas and opinions. Educate advisors about GIS’ product/service offering through branch visits, conference calls, and client presentations. Work closely with Global Wealth Management partners (Global Economics, Global Banking & Markets, Global Asset Management, etc.) to establish GIS as Scotiabank’s thought leadership authority for the benefit of GWM clients. Contribute to GIS’ effectiveness:Proactively share best practices and learning with peers and partners. Build effective working relationships across the team and with various business line and corporate function contacts. Maintain a high level of customer service. Facilitate a culture of open and honest communication. Encourage the generation of new ideas and approaches. Understand the

📌 Senior Manager, Investment Strategy - Toronto
🏢 Global Wealth Management
📍 Toronto

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