As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We're looking to fill an opening for a Director, Manager Research & Oversight to join our Investment Management team. Reporting to the VP, Manager Research & Oversight, the Director, Manager Research & Oversight is responsible for leading the manager research and oversight function for NEI Investments and the Managed Asset Program (MAP).

The Director oversees manager selection, due diligence, sub-advisor oversight across public markets, private markets, and liquid alternatives. The Director will lead a high-performing research team responsible for advancing analytical capabilities, strengthen manager relationships, and enhancing investment performance, to support the future growth of the platform. Lead, develop and oversee the Manager Research & Oversight team, setting priorities, elevating research quality, and building a high-performance function across public markets, private markets and liquid alternatives Drive and implement the research agenda and investment process Provide thought leadership on manager selection, oversight and asset allocation Conduct 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 recent products Lead manager searches, due diligence and selection recommendations for new and existing investment strategies, presenting clear, evidence-based conclusions to senior leadership Monitor and evaluate the performance of all products, identifying opportunities for optimization and innovation Help drive the strategic vision for manager research and oversight, ensuring alignment with organizational objectives and industry innovation Provide actionable insights and investment recommendations to senior leadership based on manager performance and market conditions Continuously enhance the research and oversight framework,



including due diligence standards, monitoring tools, performance attribution and the use of quantitative analytics to improve decision-making Present investment strategies and performance updates to clients and the sales team, ensuring clarity, confidence, and alignment with client objectives University Degree in Business, science, math or any quantitative fields ~ CFA charter holder ~ Any additional finance related professional designations are an asset (CAIA, CPA, etc.) ~ Master’s degree in business, finance or one that utilizes statistical models (Economics, Math, etc.) is an asset ~8-10+ years’ progressive investment industry manager research work experience in asset management, wealth management or investment consulting ~ Demonstrated people leadership experience, including coaching, performance management and team development ~ Proven ability to lead investment teams and influence senior stakeholders ~ Fluent communication skills in English are required and bilingual skills in French are an asset ~ Experience in researching global institutional investment strategies and making recommendations ~ Strong understanding of multi-asset investment strategies, investment products, and portfolio construction ~ Experience in using large amounts of data, python, or quantitative investment techniques is an asset Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit,



parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso.

Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Aviso 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. Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem.

Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.

This position is posted with an expected salary range of $135,000 - $170,000 CAD annually.

📌 Research & Innovation Manager- F/H (Toronto)
🏢 Aviso Wealth
📍 Toronto