Associate, Investment Counsel

Requisition ID:

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

As the Associate, Investment Counsel, you are responsible for providing high level support to senior members of the 1832 Asset Management portfolio management team. You are responsible for proactively and professionally providing administrative assistance and ongoing support to their assigned team members.

Is this role right for you? In this role, you will be:

• Generating and printing daily reports from Bloomberg, MPower, Charles River, and other platforms
• Classifying securities accurately based on report data.
• Preparing comparison reports and charts as needed.
• Maintaining and updating executive contact databases.
• Respond, where appropriate, to incoming emails on behalf of executives.
• Compile research and data gathering as required.
• Providing administrative support, including phone messages, calendar management, conference calls, scanning, faxing, and photocopying.
• Coordinating meetings and managing complex calendar schedules for the department; greeting guests and advising attendees.
• Arranging extensive local and international travel.
• Processing expenses and invoices for PMs and Analysts, including travel costs, association dues, conference registrations, and subscriptions.
• Organizing and maintaining filing systems in PM offices.
• Manage time and attendance for the team.
• Locate, format and print presentations as required.
• Assisting executives with personal administrative requests (e.g., licensing, passports, visas, reservations)
• Accountable for mail and courier preparation, distribution and delivery.
• Responding promptly and professionally to internal and external inquiries.
• Ensuring exceptional service quality for internal and external clients.
• Handling vendor requests and liaising with internal and external stakeholder
• Acting as backup for other Associates as needed.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• College Diploma in a relevant discipline combined with progressively responsible administrative experience or a combination of education, training and experience deemed to be equivalent.
• Minimum two years Investment Management or Financial Services experience.
• Excellent mathematical skills – extremely detailed oriented to analyze data and verify calculations
• IFIC and /or CSC certification strongly preferred.
• Expert level PC skills (MS Office: Excel, Word, Outlook, PowerPoint; Adobe Acrobat, web browsers) with an ability to become familiar with firm-specific programs and software
• Familiarity with virtual conference applications: MS Teams, Skype, Zoom
• Excellent communication skills; communicate in a variety of mediums.
• Must exhibit strong teamwork skills; willing to continuously and proactively collaborate, share and seek information and guidance.
• Proven ability to take initiative and work independently in a high performing, deadline driven environment.

We'd also love to work with you if you have:

• Demonstrable track record of supporting fast-paced teams and championing a culture of service excellence for internal and external clients.
• Ability to multitask.
• Attention to detail and accuracy.
• High quality standards.
• Proactive mindset - anticipate what the Portfolio Manager and the Team may require.
• Adaptability and composure - ability to remain calm under pressure.
• Discretion and judgement - ability to handle confidential information responsibly.
• Gatekeeping - manage access to the Portfolio Manager and the Team diplomatically.
• Strong interpersonal skills - building rapport with the Team and external stakeholders.
• Anticipatory mindset - think one step ahead to meet to the needs of the Portfolio Manager and the Team.

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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.