Client Portfolio Manager - Growth Equities (Ontario)

Client Portfolio Manager - Growth Equities (Ontario)

04 Sep
|
Scotiabank
|
Ontario

04 Sep

Scotiabank

Ontario

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Requisition ID: 252180

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

1832 Asset Management L.P.

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1832 Asset Management L.P. is one of Canada’s largest assets managers and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic region and investment discipline. The firm and its predecessor companies have been providing asset management services in Canada since 1877, as a manager of mutual funds and providing investment solutions for private clients, institutions, foundations, endowments and managed asset programs.

Today, the firm has over $200 billion in assets under management, and its experienced investment management team is active across capital markets and asset classes, deploying traditional and cutting-edge strategies driven to deliver investment management excellence for our clients across our domestic and international businesses.

1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank.

Key Accountabilities

Serve as the client-facing investment representative for the Growth Equities Investment Team

Partner with the investment team across all aspects of Client Portfolio Management, including articulating the investment philosophy, process, portfolio positioning, investment themes, performance drivers, and results

Communicate portfolio decisions, market insights, and investment messaging for both existing and new strategies

Work closely with institutional and retail clients in a relationship management capacity, participating in client meetings and reviews,



addressing performance and positioning questions, and helping clients understand how strategies fit within their portfolios

Contribute to asset growth through participation in prospect meetings, due diligence sessions, and conferences with institutional investors, consultants, and advisors (both IIROC and MFDA channels). Present investment strategies and support business development initiatives

Prepare and support requests for proposals (RFPs), consultant questionnaires, and other materials required for institutional and advisor distribution channels

Communicate performance results, equity market insights, and research perspectives through written and verbal channels, including commentaries, attribution analysis, portfolio updates, and market outlook presentations

Conduct market and competitive analysis, tracking industry trends, opportunities, and risks to support product positioning and messaging

Develop and manage investment-related materials, including presentations, pitch materials, and consultant documentation, ensuring a high degree of accuracy and consistency

Collaborate closely with Sales, Product, Marketing, Compliance, Legal, Distribution, and Risk Management teams to ensure the consistent and accurate delivery of investment messaging across channels

Qualifications

Bachelor’s degree required; MBA and/or CFA preferred

5–7 years of experience in asset management, ideally as a CPM, product manager, portfolio specialist, or in a similar role

Strong knowledge of equity markets, investment strategies, and the broader investment landscape,



with a focus on growth investing

Excellent interpersonal, communication, presentation, and writing skills

Strong analytical capabilities, including the ability to interpret performance results, attribution, and portfolio risk metrics

Understanding of the sales and relationship management processes within an asset management organization

Ability to balance client needs with internal business priorities

Strong technical proficiency and familiarity with industry-related software and databases

Preferred Background

Experience as a Client Portfolio Manager or product specialist

Expertise working across institutional and retail distribution channels

Background working within an institutional asset management organization

Self-starter capable of working independently while collaborating effectively with multiple stakeholders

Requirements

Willingness to travel as required

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.

Job Segment: Marketing Manager, Compliance, Product Marketing, Equity, RFP, Marketing, Legal, Finance, Sales

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📌 Client Portfolio Manager - Growth Equities (Ontario)
🏢 Scotiabank
📍 Ontario

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