Responsibilities Co-manage internal investment mandates and models
Improve Aviso's Managed Account platform through innovation, automation, and data-driven insights
Support financial advisors with client meetings, presentations, correspondence, market updates, guidance, and growth opportunities
Participate in economic and market webcasts for advisors
Create, review, and approve client investment policy statements
Collaborate on tactical investment strategies, market analysis, and client implementation strategies
Review investment mandates and trading and recommend improvements
Communicate platform strategy, performance updates, and portfolio positioning to financial advisors
Gather field insights to guide managed-account functionality and advisor-experience enhancements
Manage and administer SMA and UMA accounts in the Portfolio Management System
Implement model portfolios from third-party investment managers
Coach and support junior team members on portfolio administration and management
Maintain expertise in Aviso's custodial and portfolio management systems and processes
Manage quarterly client statement production and tax issues
Oversee managed-account compliance reporting and attribution analysis
Manage ongoing Compliance and Finance reporting requirements
Provide ad hoc reports to subadvisors, Compliance, and advisors
Monitor client accounts against Investment Policy Statements and compliance requirements
Report portfolio and client-account performance
Enhance managed solutions, product-shelf offerings, and fee-billing systems
Collaborate with Trading, Operations, Compliance, and Product Solutions teams
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
Experience applying data analytics and automation tools, including Python and Power BI
Experience streamlining and digitizing operational workflows within Wealth360 and Dataphile
Advanced level MS Office Suite, especially Excel and PowerPoint
Experience with Bloomberg/Refinitiv (Eikon)
Experience with Wealth 360 and Dataphile is ideal
Programming knowledge in Python and JAVA is highly desirable
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 a proven track record of managing activities and exceeding targets
Self-motivated and able to operate in a rapid-paced, dynamic environment
Fluent communication skills in English required
Bilingual French skills are an asset
Core Competencies Demonstrates expertise in discretionary portfolio management, investment strategy development, and compliance reporting within the financial services industry. Proficient in utilizing data analytics tools and managing client relationships to enhance investment solutions and advisor experiences.
Highest-signal resume keywords CFA Charter Holder
Licensed CIRO Portfolio Manager
Discretionary Portfolio Management Experience
Data Analytics and Automation Tools
Wealth360 and Dataphile Experience
ATS Optimization Keywords Hard Skills Discretionary Portfolio Management
Investment Policy Statements
Market Research
Portfolio Theory
Data Analytics
Automation Tools
Python Programming
Power BI
MS Office Suite
Bloomberg/Refinitiv (Eikon)
Soft Skills Excellent Communication Skills
Problem-Solving Skills
Self-Motivated
Team Coaching
Certifications & Qualifications CFA Charter Holder
Licensed CIRO Portfolio Manager
Industry Keywords Financial Services Industry
Investment Administration
Managed Accounts
Compliance Reporting
Market Analysis
Tools & Technologies Portfolio Management System
Wealth360
Dataphile
Power BI
Bloomberg
Refinitiv (Eikon)

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📌 Portfolio Manager, Managed Assets Program (Ontario)
🏢 Jobtailor
📍 Ontario