Scotiabank

Portfolio Analyst, Centralized Investment Advisory - Toronto

📍 Toronto, Ontario, Canada ⏰ Full-time

Description

Is this role right for you?
 In this role you will:
Support Portfolio Managers by:
Using strong knowledge of the Bank’s, Scotia Wealth and Scotia Jarislowsky Fraser (SJF)'s diverse products and services and value proposition, to ensure the Portfolio Managers' needs are well understood, documented and satisfied

Preparing client packages, charts, tables to request and document information

Provide ongoing support to the PMs and field Relationship Managers, preparing, creating and customizing of various internal reports

Accurate management of client information and data utilizing various portfolio management systems (Mpower, Crystal Reports, Bloomberg, Morningstar Direct)

Resolving issues expeditiously and accurately and/or escalating problem situations when appropriate

Reviewing processes and providing recommendations to add value and enhance efficiencies through implementation of best practices and contin...
            

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