Director, Alternative Asset Allocation
1 week ago
Is this role right for you? In this role you will: Advisor & Distribution Partnership Partner closely with the retail and institutional distribution teams to position alternative investments and multi-asset solutions with advisors, consultants, and portfolio managers. Deliver portfolio insights, analytics, and customized asset allocation recommendations to demonstrate the role of alternatives within broader investment solutions. Support advisor and client education through presentations, workshops, and written materials that simplify complex investment concepts. Act as a trusted investment partner to the sales organization, providing pre- and post-sales portfolio consultation and thought leadership support. Portfolio Design & Asset Allocation Design strategic and tactical asset allocation frameworks incorporating private and alternative asset classes across multiple investor risk profiles. Develop model portfolio illustrations showing the impact of alternatives on portfolio diversification, income generation, and downside protection. Collaborate with investment management teams to align portfolio views, market assumptions, and long-term return expectations. Leverage analytics and scenario analysis tools to support advisor portfolio construction discussions. Product & Platform Collaboration Work with Product Strategy and Investment teams to identify opportunities to expand and enhance the firm’s suite of alternative investment offerings. Provide input on product design, packaging, and positioning to ensure alignment with advisor and client needs. Contribute to the creation of marketing and educational content that articulates the value of alternatives within client portfolios. Ensure consistency and clarity in the firm’s alternative investment narrative across all channels. Thought Leadership & Representation Represent the firm as a subject-matter expert in alternative investing and portfolio construction at conferences, client events, and industry forums. Produce thought leadership insights, white papers, and presentations that reinforce the firm’s market perspective and investment expertise. Provide training and enablement to internal distribution and product teams to strengthen understanding of alternative strategies and their application in client portfolios. Enterprise Accountabilities Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a high performance environment and contributes to an inclusive work environment. Education and Professional Experience: 10+ years of experience in asset management, investment consulting, or product strategy, with a focus on alternative investments and multi-asset portfolio construction CFA and/or CAIA designation strongly preferred MBA or master’s degree in finance, economics, or related field an asset. Do you possess the skills that will enable you to succeed in this role? We would be happy to work with you if you meet the following requirements: Strong knowledge of private markets (private equity, private credit, infrastructure, and real assets) and liquid alternatives. Proven ability to work collaboratively across investment, product, and distribution functions. Exceptional communication and presentation skills, with experience engaging both institutional and retail advisory audiences. Advanced proficiency in portfolio analytics, capital market assumptions, and risk modeling. Client-Centric Thinking: Deep understanding of advisor and investor needs, with the ability to translate investment complexity into clear, actionable guidance. Strategic Collaboration: Skilled in aligning cross-functional teams to deliver integrated solutions that support business growth. Commercial Acumen: Strong understanding of market dynamics, product positioning, and advisor engagement strategies. Analytical Rigor: Ability to balance qualitative judgment with quantitative insights in portfolio construction. Leadership Presence: Credible, articulate, and comfortable representing the firm in both internal and external forums. Working Conditions: Work in a standard office-based environment; non-standard hours are a common occurrence. Moderate travel domesticallyIn addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
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Director, Alternative Asset Allocation
1 day ago
Montreal, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Director, Alternative Asset Allocation – plays a pivotal role in advancing Scotia Global Asset Management’s leadership in portfolio construction and alternative investments. This role is responsible for designing, positioning, and supporting the...
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Director, Alternative Asset Allocation
1 week ago
Montreal, Canada Scotiabank Full timeRequisition ID: 245237Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Director, Alternative Asset Allocation – plays a pivotal role in advancing Scotia Global Asset Management’s leadership in portfolio construction and alternative investments.This role is responsible for designing,...
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Director, Alternative Asset Allocation
7 days ago
Montreal (administrative region), Canada Scotiabank Full timeTitle: Director, Alternative Asset Allocation Requisition ID: 245237 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Director, Alternative Asset Allocation – plays a pivotal role in advancing Scotia Global Asset Management’s leadership in portfolio construction and alternative investments. This...
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Director, Alternative Asset Allocation
1 day ago
Montreal (administrative region), Canada Scotiabank Full timeTitle: Director, Alternative Asset Allocation Requisition ID: 245237 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Director, Alternative Asset Allocation – plays a pivotal role in advancing Scotia Global Asset Management’s leadership in portfolio construction and alternative investments. This...
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Director of Alternative Asset Allocation
24 hours ago
Montreal (administrative region), Canada Scotiabank Full timeA leading Canadian bank seeks a Director for Alternative Asset Allocation in Montreal. The role involves designing and supporting alternative investments within client portfolios, collaborating closely with distribution teams, and providing portfolio insights. Ideal candidates should have over 10 years of experience in asset management, along with preferred...
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Director Alternatives Specialist
1 day ago
Montreal, Canada National Bank of Canada Full timeRole Overview As the Director Alternatives Specialist at National Bank of Canada, you will represent our alternative investment strategies to financial advisors and key stakeholders, translating complex investment concepts into actionable insights and helping clients integrate private market solutions into diversified portfolios. Your Role Represent the...
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Director Alternatives Specialist
1 day ago
Montreal, Canada National Bank of Canada Full timeJoin to apply for the Director Alternatives Specialist role at National Bank of Canada. Job Overview As a director, Alternatives Specialist, you will play a pivotal role in representing our alternative investment strategies to financial advisors and key stakeholders. You’ll act as a strategic partner, translating complex investment concepts into actionable...
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Director Alternatives Specialist
2 weeks ago
Montreal, Quebec, Canada National Bank of Canada Full timeAs a director, Alternatives Specialist, you will play a pivotal role in representing our alternative investment strategies to financial advisors and key stakeholders. You'll act as a strategic partner, translating complex investment concepts into actionable insights, and helping clients integrate private market solutions into diversified portfolios.Your deep...
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Manager, Alternative Investments
1 week ago
Montreal, Canada PSP Investments Full timeABOUT USWe’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...
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Manager, Alternative Investments
4 weeks ago
Montreal, Canada PSP’s Private Debt & Credit Investment (PDCI) group Full timeWe’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.We invest funds for thepension plans of thefederalpublicservice, the Canadian Forces, theRoyal Canadian Mounted Police andthe ReserveForce. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New...