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Added 8 mins ago
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FINANCIAL MANAGEMENT ANALYST
Naval Air Warfare Center Training Systems Division (NAWCTSD)
Cherry Point, AB
- Full-time
You will serve as a FINANCIAL MANAGEMENT ANALYST in the Financial Management Community recognizes of FLTREADCEN EAST.
Added 8 mins ago
NA
FINANCIAL MANAGEMENT ANALYST
Naval Air Warfare Center Training Systems Division (NAWCTSD)
Cherry Point, AB
- Full-time
You will serve as a FINANCIAL MANAGEMENT ANALYST in the FINANCIAL MANAGEMENT COMMUNITY of FLTREADCEN EAST.
Added 23 mins ago
PC
Business Credit Analyst
Prospera Credit Union
Surrey, BC
- Full-time
…management and account oversight including margining or tracking of financial reporting or covenants. BCA will be required the use and understand the appropriate forms, tracking, and other…
Added 38 mins ago
IG
Power BI Analyst
Insight Global
Toronto, ON
- $40 to $48 CAD / hour
- Contract
This individual will support a team focused on leveraging data, automation, and AI to improve reporting and processes within the audit space. Approximately 50% of the role will focus on…
Added 38 mins ago
K
Station, Projects & Engineering Analyst (PEY Student)
Kinectrics
Toronto, ON
- Full-time
Project Controls - Station, Projects & Engineering Analyst (PEY Student - Summer 2027)
Added 38 mins ago
AE
Data Analyst and Business Intelligence Developer (1 Year contract)
Agrocrop Exports Ltd.
Bolton, ON
- Contract
We are seeking an experienced Data and Business Intelligence Analyst to turn financial, manufacturing, and supply chain data into reliable reporting and practical business recommendations.…
Added 38 mins ago
QM
Accounting Analyst- Montreal East - $80K-$90K + Bonus
Quantum Management Services Ltd.
Montreal, QC
- $80,000 to $90,000 CAD / year
- Full-time
Our client is seeking a hands-on Accounting analyst to oversee day-to-day accounting operations and support financial reporting, month-end and year-end closing, and audit requirements.…
Added 38 mins ago
Accounting Analyst
CCM Hockey
Montreal, QC
The Accounting Analyst supports accurate and timely financial reporting by maintaining financial records, preparing reports, and ensuring compliance with IFRS. The role works closely with…
Added 38 mins ago
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Quantitative Analyst, Summer 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · FCP
- Full-time
Currently pursuing or recently completed a Master's degree or PhD in Quantitative Finance, Financial Engineering, Statistics, Mathematics, Computer Science, Data Science, Economics, or a…
Added 53 mins ago
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Analyst - Accounts Payable
ProAmpac
Whitby, ON
- Full-time
…Services teams to support accurate and timely invoice processing, financial reconciliations, and reporting. You'll also play an important role in identifying opportunities to strengthen…
Added 53 mins ago
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Analyst - Accounts Payable
ProAmpac
Whitby, ON
- Full-time
…Services teams to support accurate and timely invoice processing, financial reconciliations, and reporting. You'll also play an important role in identifying opportunities to strengthen…
Added 53 mins ago
FG
Senior Business Analyst
FDM Group
Montreal, QC
- Contract
FDM is seeking a Senior Business Analyst/Product Owner located in Montreal to support a project in the Capital Markets sector. Involvement in this project is anticipated to last initially…
Added 1 hour ago
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Real Estate Development - Senior Analyst/Analyst, Lease Management
Aritzia
Vancouver, BC
- Full-time
…operation of our world-class real estate portfolio. As the Senior Analyst/Analyst, Lease Management, you will support the accurate administration of lease obligations, maintenance of lease…
Added 1 hour ago
A
Contract & Contingent Workforce Analyst
Adecco
Calgary, AB
- $55 to $70 CAD / hour
- Full-time
Adecco is currently hiring a Contract Workforce Analyst to support contractor lifecycle management, workforce reporting, compliance, and vendor coordination in a dynamic operational…
Added 1 hour ago
K
Senior Finance Analyst - Energy Construction
Kiewit
Calgary, AB
- Full-time
As a Sr. Finance Analyst, you will lead a team of finance professionals. You and your team will support multiple projects in accounting and finance related functions. You’ll serve as a…
Added 1 hour ago
Client Scam Intervention Specialist | Evening Shift (2:00 PM-10:00 PM)
Scotiabank
Toronto, ON · Scarborough, ON
…with clients who may be under the influence of a scammer. The analyst uses empathy, active listening, sound judgment, and persuasive communication to help clients recognize manipulation,…
Added 1 hour ago
SI
Senior Actuarial Analyst
Sovereign Insurance
Toronto, ON · Montreal, QC
- Full-time
As a Senior Actuarial Analyst, you are a key player to support pricing initiatives. You will work collaboratively with actuarial teams and business partners to support actuarial projects to…
Added 1 hour ago
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Senior Financial Analyst, R&D
Hexagon
Calgary, AB
- Full-time
…Hexagon's Autonomous Solutions division is looking for a Senior Financial Analyst to serve as the finance partner to our R&D…
Added 1 hour ago
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Financial Reporting Analyst - FP&A
Applicantz
Montreal, QC
- $50 to $60 CAD / hour
- Contract
Looking for a Financial Analyst FP&A, who compiles and analyzes financial information for the organization. Develops integrated revenue and expense analyses, projections, reports, and…
Added 1 hour ago
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FP&A Analyst – Budgeting & Forecasting
Applicantz
Montreal, QC
- $50 to $60 CAD / hour
- Contract
Added 1 hour ago
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Financial Analyst and Sales Operations
BorderPass
Toronto, ON
- Full-time
We are hiring a Financial Analyst and Sales Operations lead for the Operations team. This is a high ownership seat next to leadership at one of the fastest growing companies in North…
Added 1 hour ago
KS
Account Analyst
Kelly Services (Canada), Ltd.
Calgary, AB
- $33 to $40 CAD / hour
- Contract
We’re seeking an experienced Account Analyst for a senior contract role supporting full-cycle accounts payable and employee expenses in a high-volume, automated environment.
Added 1 hour ago
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Modelling/Forecasting Analyst
TD
Toronto, ON
- Full-time
Relevant work experience in financial institution (FI): work experience in FI Treasury is an asset; work experience in business system analytics roles or in either developing or validating…
Added 1 hour ago
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Business Information Management Analyst II
TD
Toronto, ON
- Full-time
Business Management Analyst to provide dedicated support for centralized Business Management functions across Infrastructure & Engineering (I&E). The role will support a growing portfolio…
Added 1 hour ago
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Product Owner - TDI Public Site
TD
Saint John, NB · Halifax, NS · Markham, ON · Toronto, ON · Laval, QC · Montreal, QC
- Full-time
Working closely with the Product Manager, Senior Product Analyst, Technology, Marketing, Product, Analytics, SEO/content partners and North American Public Site teams, the Product Owner…

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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