278280Employee Referral Program – Potential Reward: $1,000.00We are committed to investing in our employees and helping you continue your career at Scotiabank. A non-client facing role that is accountable for the management of large number of investment portfolios for high-net-worth clients on a centralized basis. Working with client facing registrants to ensure that the asset mix and total return meet clients' short
- and long-term income and investment growth goals using central models containing approved securities and the firm's corporate investment asset mix strategy. Liaising with Scotia Jarislowski Fraser Portfolio Management teams in the field as necessary to deliver a seamless and efficient client experience by managing cash requirements and ongoing portfolio management for portfolios adhering to the centralized models. while being sensitive to capital gains tax impacts and client driven constraints. Regularly monitoring portfolios to ensure they are in-line with the security and asset mix targets and rebalancing where appropriate Onboarding and realigning recent accounts to the central models Maintaining the central models on the portfolio accounting system and completing the various field communications and reporting. Identifying areas of risk and opportunities for process improvement. Preparing communications and various reports in support of investment decisions. Ensure compliance with all regulatory requirements,



firm policies and accuracy of trading activities Assisting with various initiatives including technology projects and operational efficiency changes Providing a high level of customer service Education/Work Experience/Designations Strong investment management knowledge and experience as it relates to understanding economic and capital markets Advanced knowledge of Excel, Portfolio Accounting systems, and Python would be an asset Enrollment in CFA program is an asset, or Demonstrated experience applying AI technologies to enhance efficiency, decision-making, or client outcomes in a financial services environment is an asset Standard office environment with regular exposure to computer usage. Significant periods of concentration required to digest large volumes of data pertaining to portfolios, as well as economic and capital markets data Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

📌 Investment and Operations Analyst (Winnipeg)
🏢 Scotiabank
📍 Winnipeg