Associate, Institutional Management - Montreal, QC

Description du poste

Requisition ID: 261361

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

Une opportunité unique pour quelqu’un intéressé par le volet service à la clientèle de la gestion de placements, au sein d’une entreprise de distribution institutionnelle mondiale établie et en croissance. Le rôle soutient les domaines fonctionnels des services aux clients institutionnels et contribue à la réussite globale de l’équipe de gestion de portefeuille, en veillant à ce que des objectifs individuels, des plans et des initiatives spécifiques soient exécutés / livrés à l’appui des stratégies et objectifs commerciaux de l’équipe. L’individu veille également à ce que toutes les activités menées soient conformes aux règlements applicables, aux politiques et procédures internes.

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

Responsabilités

• Champion a customer focused culture to deepen client relationships and leverage broader firm’s relationships, systems and knowledge.
• Prepare and coordinate account opening and client profile update documents.
• Model, rebalance and generate transactions for portfolio managers to review.
• Verify the impact of Portfolio transactions before they are executed.
• Liaise with internal equity and fixed income traders.
• Review client investment policies.
• Support CSAs
• Provide analytical support for sales and marketing activities.
• Prepare presentations to clients and prospects as requested by portfolio managers.
• Prepare and verify compliance reports.
• Analyze the performance of investments.
• Customize monthly and quarterly reports for clients.
• Possibility in the medium term to assume additional responsibilities in a more direct relationship with customers.
• Understand how JFL’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with the firm’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.
• Champion a high performance environment and contributes to an inclusive work environment.

Éducation, expérience professionnelle, certifications et compétences requises

• Bachelor’s degree or equivalent experience required, preferably in Business, Finance or related discipline.
• 1-3 years financial services industry experience in Institutional investment management or other relevant functional area.
• Willingness to enroll in the CFA program and/or the CIM designation.
• Bilingualism required (French and English).
• Good multi-tasking, planning, organizational and time-management skills.
• Self-motivated, confident and capable of working both independently and in a team environment, prioritizing workload and seeking support when appropriate.
• Advanced proficiency with Microsoft 365 suite of applications, databases and related systems and software applications. Sharepoint and Excel knowledge is an asset.

Exigences linguistiques et description de l’entreprise

In 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.

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. Jarislowsky, Fraser Limited (“JFL”) is a wholly-owned subsidiary of The Bank of Nova Scotia (“Scotiabank”) and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.

Accessibilité et candidature

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. If you require technical assistance, please click here. 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.