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 quick-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)

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