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Portfolio Administrator

2 months ago

Toronto, Ontario, Canada Aviso Wealth Full time
About the Role

We are seeking a highly skilled Portfolio Administrator to join our Asset Management team at Aviso Wealth. As a key member of our team, you will be responsible for the daily portfolio administration of our Separately Managed Account (SMA) programs and support of other investment management solutions.

Key Responsibilities
  • Manage client and inventory accounts on our Portfolio Management & Custodial systems and resolve any data discrepancies.
  • Execute discretionary trades as outlined on the Investment Policy Statement and agreements.
  • Implement and monitor client trade restrictions.
  • Assist with monthly fee-billing.
  • Generate quarterly investment reports and supervision reports.
  • Work closely with internal and external stakeholders to manage client accounts.
  • Maintain our investment materials such as fact sheets, performance sheets, and quarterly reports.
  • Provide support to Advisors on our product offerings.
  • Assist Portfolio Managers with investment proposals and presentations.
  • Support our Investment Strategy Committee with market research, analysis, and presentations.
Requirements

To be successful in this role, you will need:

  • Post-secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance).
  • Successful completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).
  • Licensed as an IIROC RR and working towards CFA (at least level 1).
  • 3+ years' experience in the investment industry.
  • Currently licensed or eligible to be licensed as a Registered Representative within 30 days.
  • Working experience with Portfolio Management software, Bloomberg, or Morningstar preferred.
  • Demonstrated experience and thorough understanding of investment concepts, analytics, and investment administration. Market research, product development, and sales would be beneficial.
  • Credit union experience would be an advantage.
  • Intermediate level of knowledge with MS Office Suite programs and advanced level of Excel knowledge. Knowledge of and experience with GWP and Dataphile.
  • Fluent communication skills in English are required, and bilingual skills in French are an asset.
What We Offer

We offer a competitive compensation package that rewards and recognizes individual contributions, excellent health, dental, and insurance benefits, generous vacation time, fitness benefit, parental leave top-up options, matching contributions to our retirement program, commitment to the continuous improvement of our staff through learning & development and an education assistance program, and regular social events to foster teamwork.

About Aviso Wealth

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance, and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.