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