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 Solid 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 fast-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 (Winnipeg)
🏢 Jobtailor
📍 Winnipeg