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Added 7 mins ago
DO
FOI & Records Management Analyst
District of North Vancouver
Vancouver, BC
- Full-time
Added 7 mins ago
CS
Management Consultant - Analyst, Associate, Senior Associate
Cascadia Strategy Consulting Partners
Vancouver, BC
- $68,000 to $135,000 CAD / year
- Full-time
…competitive pay, with base salaries ranging from $68,000 for Analyst 1 (undergraduate degree with limited to no experience) to over $135,000 for Senior Associate 3. All positions are…
Added 7 mins ago
QH
Unit Communications Clerk (UCC) / Material Analyst- Belleville Operating Room
Quinte Health
Belleville, ON
- Full-time
The Unit Communications & Clerical Clerk / Material Analyst plays a vital role in supporting clinical teams and ensuring the smooth operation of the Operating Room, Post Anaesthetic Care…
Added 7 mins ago
NS
IMIT Business Analyst - Registration, Switchboard & Data Quality
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Full-time
Reporting to the IM/IT Business Program Manager, Registration, Switchboard & Data Quality, the IM/IT Business Analyst will be committed to a high standard of performance and is responsible…
Added 7 mins ago
SI
SOC Analyst
Spait Infotech
Canada
- Full-time
Added 7 mins ago
AI
Business Systems Analyst
Apptoza Inc.
Canada
- Contract
Added 7 mins ago
WC
Accounts Payable Analyst
Waste Connections of Canada
Calgary, AB
- Full-time
Added 23 mins ago
OT
Analyste en Modélisation et Simulation d’Électronique de Puissance / Power Electronics Modeling and Simulation Analyst
OPAL-RT TECHNOLOGIES
Montreal, QC
- Full-time
Added 52 mins ago
F
Senior Business immigration Analyst
Fragomen
ON · Ontario, Canada
- Full-time
About the Role: Fragomen’s Senior Business Immigration Analyst position will provide you with the opportunity to make an immediate impact on our business, as well as offer training,…
Added 52 mins ago
RC
Equity Research Associate - Energy
Roth Canada
AB · Alberta, Canada
- Full-time
Roth Canada is seeking a motivated, detail-oriented Equity Research Associate to support a Senior Energy Research Analyst covering Canadian oil and gas producers. This opportunity combines…
Added 52 mins ago
WC
Senior Analyst, Specialty Compliance and Ethics
Walmart Canada
Mississauga, ON
- Full-time
Added 52 mins ago
SF
Prospect Research Analyst
Simon Fraser University
Burnaby, BC
- Full-time
Added 52 mins ago
RP
Intermediate - Senior Business Analyst
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Our Edmonton based Client is searching for an Intermediate to Senior Business Analyst on a full-time permanent basis. This role will serve as a key liaison between stakeholders and project…
Added 52 mins ago
RP
Senior Data Conversion Analyst
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Our Edmonton based Client is searching for a Senior Data Conversion Analyst on a full-time permanent basis.This role will play a critical part in ensuring the successful migration,…
Added 52 mins ago
OT
Analyste en modélisation et simulation électrique / Electrical Modeling and Simulation Analyst
OPAL-RT TECHNOLOGIES
Montreal, QC
- Full-time
Added 53 mins ago
T
Senior Finance Analyst
TD
Toronto, ON
- Full-time
…forecasting and planning initiatives. The Senior Financial Analyst must be a driver with strong leadership / communication skills and have experience in leading and delivering value added…
Added 53 mins ago
T
Senior Financial Analyst
TD
Toronto, ON
- Full-time
The Senior Financial Analyst must be a driver with strong leadership / communication skills and have experience in leading and delivering value added business analysis, advice, and…
Added 53 mins ago
TI
Technical Product Owner
Tecsys Inc.
Remote, Canada
- Remote
…customers through demos, webinars, user conference sessions and analyst…
Added 1 hour ago
CS
Management Consultant - Analyst, Associate, Senior Associate
Cascadia Strategy Consulting Partners
Victoria, BC
- $68,000 to $135,000 CAD / year
- Full-time
…competitive pay, with base salaries ranging from $68,000 for Analyst 1 (undergraduate degree with limited to no experience) to over $135,000 for Senior Associate 3. All positions are…
Added 1 hour ago
AS
Business Data Analyst
Apex Systems
Toronto, ON
- $65 to $70 CAD / hour
- Contract
Apex Systems is seeking a Business Data Analyst to join a leading financial services organization in Toronto. This role sits within a business process analytics team in a banking line of…
Added 1 hour ago
PB
Risk & Compliance Analyst / Auditor
Pacific Blue Cross
Burnaby, BC
- Full-time
We're looking for an experienced Risk & Compliance Analyst / Auditor who can help us strengthen how we identify, assess, and manage risk across Pacific Blue Cross.
Added 1 hour ago
B
Senior Financial Analyst
BGIS
Markham, ON
- Full-time
The Senior Financial Analyst provides complex transactional support for a process within a full accounting cycle and is involved in full accounting cycle for a client contract (s) or…
Added 1 hour ago
AF
Senior Analyst, Balance Sheet Strategy (12 Month Term)
ATB Financial
AB · Edmonton, AB
- Full-time
As ATB’s next Senior Analyst, Balance Sheet Strategy, you will empower the Treasury Balance Sheet Strategy function by transforming complex data into actionable insights that drive key…
Added 1 hour ago
MP
Equity Research Associate - Energy
MKM Partners
Alberta Beach, AB
- Full-time
Roth Canada is seeking a motivated, detail-oriented Equity Research Associate to support a Senior Energy Research Analyst covering Canadian oil and gas producers. This opportunity combines…
Added 1 hour ago
FH
Senior Business Analyst
Fraser Health
Surrey, BC
- Full-time
We are hiring a Relief Full Time Senior Business Analyst to join our team in Surrey, B.C.

Scotiabank

Portfolio Analyst - 18 Month Contract

Toronto, ON, M5H 4A9, Canada

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Job details

Apply by: Nov 13, 2026
Experience: Minimum 2 years direct industry experience
Posting language: English
Posted: Nov 5, 2026

Original job description

Requisition ID: 278508

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

Purpose

A non-client facing role that is accountable for the management of large number of investment portfolios for high-net-worth clients on a centralized basis. Working with client facing registrants to ensure that the asset mix and total return meet clients’ short- and long-term income and investment growth goals using central models containing approved securities and the firm’s corporate investment asset mix strategy.

Liaising with Scotia Jarislowski Fraser Portfolio Management teams in the field as necessary to deliver a seamless and efficient client experience by managing cash requirements and ongoing portfolio management for portfolios adhering to the centralized models. while being sensitive to capital gains tax impacts and client driven constraints.

Major Accountabilities

Provide centralized portfolio management services by:

Regularly monitoring portfolios to ensure they are in-line with the security and asset mix targets and rebalancing where appropriate
Assisting with the development and execution of the various modeling strategies including but not limited to:
- Model changes
- Onboarding and realigning new accounts to the central models
- Handling some special situations, i.e. illiquid positions or non-discretionary components of their portfolios.
- Cash management activities
Maintaining the central models on the portfolio accounting system and completing the various field communications and reporting.
Maintaining our supplemental client/portfolio database

Provide timely support for the Portfolio Manager or Associate Portfolio Manager by:

Preparing and customization of client portfolio reports and various management reporting
Identifying areas of risk and opportunities for process improvement.

Ensure a high level of client satisfaction, internally and externally by:

Proactively identifying and implementing strategies to address client needs
Preparing communications and various reports in support of investment decisions.
Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities

Contribute to the effective functioning of the Centralized Portfolio Management team by:

Assisting with various initiatives including technology projects and operational efficiency changes
Acting as resource for general inquiries from the other departments
Providing a high level of customer service
Maintaining a culture of open and honest communication
Participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively share knowledge and experience to enhance the development of all team members

Education/Work Experience/Designations

A University Degree or College Diploma or equivalent
Strong investment management knowledge and experience as it relates to understanding economic and capital markets
Minimum 2 years direct industry experience
Strong interpersonal, communication & listening skills
Advanced knowledge of Excel, Portfolio Accounting systems, and Python would be an asset
Enrollment in CFA program is an asset, or
CIM, or its predecessor CIF, or in process of attaining CIM accreditation
Demonstrated experience applying AI technologies to enhance efficiency, decision-making, or client outcomes in a financial services environment is an asset

Working Conditions

Standard office environment with regular exposure to computer usage.
Significant periods of concentration required to digest large volumes of data pertaining to portfolios, as well as economic and capital markets data

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. 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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

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More about this job

Responsibilities

The Portfolio Analyst is responsible for managing investment portfolios for high-net-worth clients by monitoring asset mixes and executing modeling strategies. They also provide support to portfolio managers through reporting, risk identification, and ensuring compliance with regulatory requirements.

Requirements

Candidates must have a university degree or college diploma and at least 2 years of direct industry experience. Proficiency in Excel, portfolio accounting systems, and knowledge of capital markets are required, with additional assets including Python skills and CFA or CIM designations.

Skills

Portfolio management
Investment management
Asset mix strategy
Financial modeling
Cash management
Risk identification
Client reporting
Excel
Portfolio accounting systems
Python
CFA
CIM
AI technologies
Data analysis
Regulatory compliance

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Analyst
Investment Management
Asset Mix
Capital Markets
Financial Modeling
Cash Management
Portfolio Accounting
Excel
Python
CFA
CIM
AI
Risk Management
Client Reporting
Compliance
Wealth Management
High-net-worth
Data Analysis
Economic Analysis
Investment Strategy

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