Strategic Investment Director

2 weeks ago

Toronto, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled and experienced Strategic Investment Director to join our team at Scotiabank. As a key member of our Global Wealth Management team, you will be responsible for providing expert investment advice and guidance to our clients.

Key Responsibilities
  • Investment Advice and Guidance
    • Provide timely and informed investment advice to clients, taking into account their individual financial goals and risk tolerance.
    • Conduct thorough research and analysis of investment opportunities, including pooled investment vehicles, mutual funds, and alternative investments.
  • Product Development and Management
    • Work closely with internal distribution and asset management teams to develop and implement a global wealth management framework for pooled investment vehicles.
    • Partner with internal stakeholders to align asset allocation, portfolio strategy, and product fulfillment options with a pan-wealth perspective.
  • Due Diligence and Risk Management
    • Conduct primary research and due diligence on pooled investment vehicles, including alternative funds, offshore funds, and ETFs.
    • Support the management of mutual funds, offshore funds, and ETF recommended lists and guided portfolios to ensure positions continue to meet our selection criteria.
    • Provide advisory support by providing recommendations, conducting client portfolio reviews, and portfolio proposals to attract new business.
    • Understand how Scotiabank's risk appetite and risk culture are implemented in day-to-day activities and monitor investment options with a focus on product risk to anticipate any areas of concern.
    • Review third-party research pertaining to regulatory developments and assess the implications for Global Wealth and investment advisors.
    • Communicate changes to advisor channel, Sales Management, Compliance, and other business lines.
  • Operational Due Diligence and Reporting
    • Perform due diligence and analysis on exempt products, including hedge funds, private assets, and other Offering Memorandum products.
    • Review new product categories and due diligence on new issuers of approved product categories.
    • Prepare internal due diligence reports and seek approval for new exempt products to the appropriate committees within Global Wealth Management.
    • Monitor exempt offerings to ensure products and managers continue to meet qualification standards.
    • Maintain an internal database of approved Exempt Products and alternative Mutual Funds.
    • Support the management of the alternative asset recommended list by monitoring the universe of alternative products approved by Scotia Wealth, and preparing written rationales for updates/changes to alternatives lists.
    • Provide support to investment advisors through assessments of alternative products from an operational due diligence and product/investment strategy perspective.
    • Perform quarterly operational due diligence for exempt offerings on the PIC platform and prepare and present oversight results to the appropriate committee within Scotia Wealth.
Requirements
  • Education and Experience
    • Minimum 10 years of finance-related experience.
    • An understanding of Investment Funds/Alternative Assets/ETFs with five years of fund research/manager research experience.
    • Post-secondary degree required (Commerce or Business Administration degree preferred).
    • CFA charter holder or candidate for the designation preferred.
  • Skills and Abilities
    • Strong skills in analytics, written and verbal communication, relationship building, self-management, and attention to detail.
    • Professional integrity.
Working Conditions
  • Work takes place in an open concept office environment.
  • Customer demands are constant and unpredictable. Non-standard working hours are a common occurrence.
  • Deadlines to produce deliverables that reflect a high standard of personal and departmental professionalism may be unpredictable and conflicting.
  • Exceptional time-management is a prerequisite skill for this position.

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