Manage high-net-worth investment portfolios in Toronto using centralized models, portfolio monitoring, and asset mix rebalancing. Support client-facing registrants without direct client contact. Scotiabank seeks a Portfolio Analyst for its centralized portfolio management team. You will help align portfolios with approved securities, corporate asset mix strategies, and client income and growth goals. The work includes cash management, reporting, and coordination with Scotia Jarislowski Fraser teams.

Key Responsibilities
- Monitor portfolios against security and asset mix targets
- Rebalance portfolios when appropriate
- Onboard and realign accounts to central models
- Manage cash requirements and special portfolio situations
- Maintain models and complete field reporting

Requirements:
- University degree, college diploma, or equivalent
- Robust investment management and capital markets knowledge
- Minimum two years of direct industry experience
- Advanced Excel and portfolio accounting knowledge
- CFA enrollment or CIM accreditation is an asset Apply portfolio monitoring, model management, and investment knowledge to support Scotiabank’s centralized wealth management operations in Toronto.

📌 Centralized Portfolio Management Analyst (Toronto)
🏢 Scotiabank
📍 Toronto