Manager, Equities

3 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 163703

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Job Purpose**

Contributes to the overall success of the Global Portfolio Advisory Group / Scotia Wealth Management in Canada by ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Contributes to a team responsible for managing equity recommendations and the performance of the GPAG equity guided portfolios. Areas of focus may include Canadian, U.S., or International equites. Responsible for providing timely investment advice, direction and value-added equity ideas to Scotia Wealth Management investment advisors.

**Key Accountabilities**
- Lead one or more Scotia Wealth Management equity guided portfolios, and help team members manage positions in their portfolios. Accountable for portfolio performance and ensuring positions adhere to GPAG’s equity selection criteria. Write rationales for updates/changes to these portfolios and work closely to share information with all GPAG members to aid in portfolio management. Maintain models used in the equity security selection process. Assist in fulfilling portfolio performance reporting requirements.
- Contribute to the effective functioning of the equities team via input to written publications including daily notes and weekly, monthly and quarterly reports. Review research from a variety of sources and stay abreast of capital market developments, news, and industry trends with a view to communicating relevant findings through the advisor channel. Build effective working relationships across the team.
- Regularly support Scotia Wealth Management investment advisors. Help Scotia Wealth Management advisors manage individual client accounts (conduct client portfolio reviews), and assist with the creation of portfolio proposals as needed. Respond to ad hoc advisor requests with qualified and value-added ideas and opinions. Participate in branch visits, conference calls, and client presentations.
- Maintain a high level of customer service while facilitating a culture of open and honest communication. Actively participate in and contribute to team meetings. Actively share knowledge and experience to enhance the development of all team members.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

**Functional Competencies**
- Demonstrated ability to make timely and informed decisions
- Adept multi-tasker with solid project management skills
- Innovative problem solver
- Excellent interpersonal skills - experience working with Wealth Advisors considered an asset
- Proficient in PC with advanced knowledge of Bloomberg, Excel, Word, PowerPoint, and FactSet
- Exceptional written and presentation skills
- Professional integrity

**Education/Experience**
- 2+ years of experience in capital markets, preferably in equity portfolio management
- Post-secondary degree required (Commerce or Business Administration degree preferred).
- CFA charter holder or in the process of achieving the designation.
- Sound knowledge of investment disciplines and processes within the financial industry.
- Strong knowledge of equity portfolio management with a demonstrated aptitude for managing risk (e.g. commodity, currency, interest rate, liquidity, and equity benchmark) and generating superior risk-adjusted returns

Location(s): Canada : Ontario : Toronto

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.

  • Equity Plan Manager

    1 day ago

    Toronto, Ontario, Canada CI Financial Full time

    CI Financial is a leading global wealth management and asset management advisory services firm. We are seeking an experienced Equity Plan Manager to oversee our company's equity compensation programs.Key Responsibilities:Administer and manage all aspects of the company's equity compensation programs, including PSUs, RSUs, stock options, and phantom...

  • Equity Operations Manager

    3 weeks ago

    Toronto, Canada Affirm Full time

    Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. Affirm, Inc. proudly includes Affirm, PayBright, and Returnly. Affirm is growing and we're looking for a Global Equity Administration Manager to grow our equity administration team!...

  • Equity Plan Manager

    1 day ago

    Toronto, Ontario, Canada CI Financial Full time

    Job OverviewWe are seeking an experienced Senior Equity Plan Administrator to manage our company's equity compensation programs across both the U.S. and Canada. This role requires deep expertise in a wide array of deferral vehicles, including PSUs, RSUs, options, phantom units, and partnership structures.Key Responsibilities:Administer and manage all aspects...

  • Equity Analyst

    2 weeks ago

    Toronto, Canada Citi Full time

    **Description**: **Position**: Citi Private Bank/ Citi Investment Management/ Equity Analyst/Portfolio Manager **Location**: Montreal / Toronto, Canada Citi Investment Management (CIM) manages investments across many asset classes for high and ultra - high net worth clients of Citi Private Bank, with approximately $100 billion in assets under management...

  • Equity Plan Management Specialist

    6 days ago

    Toronto, Ontario, Canada CI Financial Full time

    Company OverviewCI Financial is a leading provider of global wealth management and asset management advisory services. With over 50 years of experience, we have consistently anticipated and responded to the changing needs of investors. Our commitment to providing individuals and institutions with high-quality investments and advice drives our success.Job...

  • Managing Director, Growth Equity

    2 weeks ago

    Toronto, Canada CPP Investments Full time

    **Company Description** Make an impact at a global and dynamic investment organization** When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management...

  • Manager - Private Equity

    3 weeks ago

    Toronto, Canada Citco Full time

    The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From...

  • Manager, Private Equity

    2 weeks ago

    Toronto, Canada Citco Full time

    **About Citco**: The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape...

  • Canadian Equity Portfolio Manager

    4 weeks ago

    Toronto, Canada RBC Full time

    Job SummaryJob Description What is the opportunity?RBC Wealth Managements Toronto-based Portfolio Advisory Group (PAG) provides independent investment advice to over 2,000 investment advisors working under the RBC Dominion Securities (RBC DS) banner in Canada. The Canadian Equity Portfolio Manager will help RBC DS investment advisors effectively manage their...

  • Senior Investment Manager

    4 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job DescriptionThis role focuses primarily on U.S.-centric large- and mid-cap equities, utilizing both equities and equity derivatives to generate superior returns for our clients.Responsibilities:Deploy capital into high-conviction trade ideas and manage associated P&L and risks.Oversee aggregate risk and exposure across deployed capital.Collaborate with...

  • Equities Business Development Manager

    5 days ago

    Toronto, Ontario, Canada ION Group Full time

    We're a dynamic group of innovators at the ION Group, providing trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. Our cutting-edge products and services support over 2,000 leading corporations, including 50% of the Fortune 500 and 30% of the...

  • Manager of Equity, Diversity, Inclusion

    2 weeks ago

    Toronto, Canada Ontario Arts Council Full time

    The Ontario Arts Council is a publicly funded agency of Ontario’s Ministry of Heritage, _ - Sport, Tourism and Culture Industries. OAC’s primary purpose is to award grants to professional artists and arts organizations._ **Manager of Equity, Diversity, Inclusion & Accessibility** **Competition number**:1-22 **Contract type**: Regular...

  • Manager, Finance

    1 week ago

    Toronto, Canada Brookfield Asset Management Full time

    locations- Toronto, Ontario- time type- Full time- posted on- Posted Today- job requisition id- R2031223- Location Brookfield Place - 181 Bay Street - Business - Private Equity - The Brookfield Private Equity Group has a 20-year track record of consistently generating strong investment performance. Leveraging its deep experience as a long-term owner and...

  • Private Equity

    3 weeks ago

    Toronto, Canada Pinnacle Fund Services Full time

    **Private Equity Assistant Manager** **Company description** **Job description** As an Assistant Manager you will be responsible for a portfolio of private equity funds both providing first review responsibility on a selection of lower risk NAVs and preparation of NAVs for larger and more complex client relationships. As part of the Private Equity Team...

  • Private Equity

    3 weeks ago

    Toronto, Canada Pinnacle Fund Services Full time

    **Private Equity Assistant Manager** **Company description** **Job description** As an Assistant Manager you will be responsible for a portfolio of private equity funds both providing first review responsibility on a selection of lower risk NAVs and preparation of NAVs for larger and more complex client relationships. As part of the Private Equity Team...

  • Portfolio Manager, Global Equity

    2 weeks ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Private Equity

    1 week ago

    Toronto, Canada Pinnacle Fund Services Full time

    **Private Equity Assistant Manager** **Company description** **Job description** As an Assistant Manager you will be responsible for a portfolio of private equity funds both providing first review responsibility on a selection of lower risk NAVs and preparation of NAVs for larger and more complex client relationships. As part of the Private Equity Team...

  • Manager, Diversity, Equity

    3 weeks ago

    Toronto, Canada Manulife Full time

    **Role Overview**:As the Manager of Diversity, Equity, and Inclusion (DEI) for Canada, you will play a pivotal role in advancing our DEI strategy within the Canada ensuring alignment with our global DEI initiatives. Reporting to the Head of DEI for Canada, you will collaborate closely with colleagues from the global DEI team to drive inclusive practices and...

  • Operations Manager, Equity Research

    3 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    At Scotiabank, we are committed to creating and maintaining an inclusive and accessible environment for everyone. We are seeking an experienced Operations Manager to join our Equity Research department in the Global Banking and Markets division.The ideal candidate will have a minimum of 3+ years in an operations or administrative role, with experience in...

  • Finance Internship

    3 weeks ago

    Greater Toronto Area, Canada North Equities Full time

    This is a unique opportunity to experience a challenging and immersive internship with North Equities and gain significant experience in the public markets. You will deliver accurate, impactful work for the day-to-day needs of our clients. **Your Role** The intern will be responsible for aiding senior management in fulfilling the day-to-day needs of our...