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Added 8 mins ago
R
Digital Delivery Analyst (Hydrocarbon Master Data)
Raise
Calgary, AB
- Full-time
Reporting to the Manager, Digital Product, the Digital Delivery Analyst (Hydrocarbon Master Data) is responsible for identifying, receiving, and qualifying business requirements for…
Added 8 mins ago
WI
Supplier Quality Manager, Nuclear
WSP in Canada
Kincardine, ON
- Full-time
Oversee incoming material inspections, in-process verification, final acceptance inspections, manufacturing records, inspection reports, and turnover packages.
Added 8 mins ago
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Junior Business Analyst
Raise
Calgary, AB
- Full-time
Documentation & Artifact Management: Create and maintain requirements documentation, process workflows, action items, decision logs, and project tracking materials.
Added 8 mins ago
B
Manager, Risk & Insurance
Brookfield
Toronto, ON
- Full-time
Brookfield Energy is the flagship listed energy company of Brookfield Asset Management, a leading global alternative asset manager with over $1 trillion of assets under management.
Added 8 mins ago
TC
Long Term Occasional Position - Junior/Intermediate - French Core (FSL)
Toronto Catholic District School Board
Toronto, ON
- Full-time
Resume and Cover Letter addressed to the Sr. Manager of Recruitment, Human Resources.
Added 8 mins ago
CG
Sous Chef, Full Time
Compass Group Canada
Lethbridge, AB
- Full-time
Reporting directly to the Food & Beverage / Operations Manager, you will be responsible for managing the day to day food operations at the facility.
Added 8 mins ago
Health Care Aide - Home Care Program - Seven Oaks Team K8 West
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager or designate, the Health Care Aide (HCA) assists clients/patients/ residents with activities of daily living, providing direct…
Added 8 mins ago
SB
Account Manager
Scandinavian Building Services
Remote, Canada
- Full-time
- Remote
…As we continue to grow we are looking to add an Operations Manager / Account Manager in Regina, SK to the Scandi…
Added 8 mins ago
T1
Operations Administrator
Tier 1 Energy Holdings LLC
AB
- Full-time
…Operations Administrator will work closely with the District Manager, field crews, operations, vendors, and accounting to make sure field tickets are verified, costs are tracked, POs are in…
Added 8 mins ago
B
Manager / Senior Manager (KYC) (CONTRACT)
Broadridge
Markham, ON · Toronto, ON
- Full-time
Broadridge is Growing. We are seeking a Manager / Senior Manager to lead Business-as-Usual (BAU) Know Your Customer (KYC) operations. The successful candidate will oversee KYC…
Added 8 mins ago
B
Manager / Senior Manager – Sanctions Operations (CONTRACT)
Broadridge
Markham, ON · Toronto, ON
- Full-time
Broadridge is Growing. We are seeking a Manager / Senior Manager to lead sanctions-screening operations. The successful candidate will oversee the review and resolution of sanctions alerts…
Added 8 mins ago
B
Manager, Policy Management
BMO
Toronto, ON · FCP
- Full-time
…advancing the organization's Policy Management Framework. As Manager, Policy Management, you will act as a trusted advisor to stakeholders across the business, providing expert guidance on…
Added 8 mins ago
BA
Manager, Risk & Insurance
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
Brookfield Energy is the flagship listed energy company of Brookfield Asset Management, a leading global alternative asset manager with over $1 trillion of assets under management.
Added 8 mins ago
J
Manager, Continuous Improvement
JLL
Toronto, ON · CAN-CORP Toronto-Toronto, Canada
- Full-time
Join JLL Canada as Manager, Continuous Improvement and help shape how our teams work, solve, and grow. In this program focused role, you'll drive performance across cross-functional…
Added 8 mins ago
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Manager, Actuarial, Specialty Lines
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Montreal, QC · Quebec, QC
- Full-time
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General Manager, Integrated Waste Service & Fuel Program, BWX Technologies - Technical Services Canada (TSC) (CNL project)
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Added 8 mins ago
Manager, Executive Issues and Coordination
Government of Alberta
AB
Job Title: Manager, Executive Issues and Coordination
Added 8 mins ago
S
Outbound Selector
Sysco
ON · Sysco Southwestern Ontario
- Full-time
Performs other duties as assigned by the Warehouse Manager and Supervisors.
Added 8 mins ago
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Sales Consultant Trainee
Sysco
ON · Sysco Southwestern Ontario
- Full-time
…onboarding/training. The candidate will work closely with the District Sales Manager (DSM), handling assigned responsibilities while gaining hands-on experience through training and…
Added 8 mins ago
ST
Associate, Fund Accounting
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
Cash and holdings reconciliations between core systems, custodian, prime broker and Investment Manager.
Added 8 mins ago
ST
Manager, Fund Accounting
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
Added 8 mins ago
ST
Director, Investor Services
SS&C Technologies
Mississauga, ON
- Full-time
Added 8 mins ago
Territory Manager, Implants
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The primary responsibility of the implants territory manager position is account management, business development and the successful execution of their business plan. This is accomplished…

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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