At Aviso, we are dedicated to improving the financial well‐being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic 'oneaviso' culture sets us apart. If you are looking for engaging and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.Aviso.Ca.The OpportunityWe're looking for a Senior Analyst, MAP Investment Research & Oversight to join our Asset Management Investment team.Reporting to the VP Manager Research & Oversight the Senior Analyst, MAP Investment Research & Oversight will be primarily responsible for the external manager research and oversight function for Aviso's Managed Asset Program (MAP).Leveraging advanced qualitative and quantitative research capabilities, Senior Analyst, MAP Investment Research & Oversight will generate actionable insights that enhance investment performance, strengthen manager relationships, and expand the analytical depth of the investment team.Who you areService – You put your clients' needs first. You advocate service excellence, and work to deliver client‐centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partnerExecution – You are committed to achieving your goals and to succeed. This includes focusing on "getting things done", as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakesCollaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organizationWhat your day looks likeServe as the primary liaison to the Aviso Managed Asset Program (MAP) team,
supporting both the initiation of new manager searches and the ongoing oversight of existing products and investment managersResponsible for overseeing sub‐advisors and improving the MAP program's oversight process. Ensure all 3rd party strategies deliver consistent alpha generation potential while taking appropriate risks. The oversight process includes monthly monitoring, quarterly performance attribution review and annual due diligence meetingsConduct ongoing manager research to review managers/strategies and keep up‐to‐date the trend in institutional investment industry for opportunities to upgrade strategy or launch new productsConduct research and searches for new proposed MAP productsMonitor and evaluate the performance of platform products, identifying opportunities for optimization and innovationAct as a subject matter expert on MAP products, providing investment insights and guidance to internal stakeholders and external partners. Present investment strategies and performance updates to MAP clients and the MAP sales team, ensuring clarity, confidence, and alignment with client objectives Assist in the production of monthly, quarterly, and ad hoc reporting, ensuring accuracy, relevance, and strategic value for both internal and external audiencesReview and refine quarterly manager commentaries and semi‐annual MRFP commentaries for sub‐advised strategiesAssist in producing in‐depth research reports and presenting research findings to other members of the teamProvide actionable insights and recommendations to senior leadership based on manager performance and market conditionsYour experience and skillsUniversity Degree in Business, science, math or any quantitative fields.CFA charter holderAny additional finance related professional designation is an asset (CAIA, CPA, etc.)Master's degree in business,
finance or one that utilizes statistical models (Economics, Math, etc.) is an asset8‐10 years' overall work investment industry work experience in asset management, wealth management or investment consulting5‐10 years' experience related to external manager research, oversight and evaluationProven track record of evaluating and managing relationships with external investment managersAdvanced skills or has the ability to very quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Refinitiv and FactsetFluent communication skills (oral and written) in English are required and bilingual skills in French are an AssetExperience in researching global institutional investment strategies and making actionable recommendationsStrong understanding of wealth management platforms, investment products, and portfolio constructionExperience working with large amounts of data or quantitative investment techniques is an assetAbility to work independently but also interactively within a team‐oriented environmentAdvanced proficiency in Excel and MS Office, with strong data analysis and presentation capabilitiesWhy Aviso Wealth?At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.Competitive compensation package that rewards and recognizes individual contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top‐up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkEqual Employment OpportunityAviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.SalaryThis position is posted with an expected salary range of $120,000 - $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.#J-18808-Ljbffr
📌 Senior Analyst, Map Investment Research & Oversight - C$120,000 - C$160,000 A Year (Toronto)
🏢 Aviso
📍 Toronto