Aviso Wealth: 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 compelling and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity: 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.

Asoneaviso:

We Care – Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported

We Dare –You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

We Share – Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives,



share yourknowledgeand work together to helpcolleagues,clientsand partners succeed

We Deliver – Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways toimprove

What your day looks like:

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 new 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

Act as a subject matter expert on investment products, providing investment insights and guidance to internal stakeholders and external partners. Present investment strategies and performance updates to clients and the sales team, ensuring clarity, confidence, and alignment with client objectives

Your experience and skills:

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 track record of evaluating and managing relationships with external investment managers

Proven ability to lead investment teams and influence senior stakeholders

Advanced skills or able to very quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Copilot, and Factset

Strong written and oral communication skills. 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

📌 Director, Manager Research (Canada)
🏢 Aviso Wealth
📍 Canada