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Added 8 mins ago
Senior Full Stack Developer - UGH - FT Support
Humber College
Toronto, ON
Reporting to the Manager, Enterprise Systems and Data Integration, the incumbent supports the University’s application ecosystem, including guelphhumber.ca, my.guelphhumber.ca, SharePoint…
Added 8 mins ago
Principal Product Mgr. - Tech, Programmatic Reporting, Measurement, Ad Tech, and Data Science (MADS)
Amazon
Toronto, ON
We are seeking an experienced, highly technical, customer-focused Principal Product Manager – Technical to lead the development of high scale programmatic reporting solutions. This role…
Added 8 mins ago
S
Senior Analyst of Financial Reporting and Consolidation / Analyste principal(e), Information financière et consolidation
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- Full-time
…Reporting and Consolidation will work closely with the Senior Manager, Financial Reporting and Consolidation, and the team in reporting financial results for Sagard and for all reporting…
Added 8 mins ago
D
Finance Director
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- Full-time
Maintain a strong and result-driven relationship with Plant Manager.
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Mississauga, ON
- Full-time
The Manager, Supply Chain Analytics & Innovation reports to the Senior Director, Supply Chain Operations and partners with Supply Chain leaders to identify, design and implement…
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Calgary, AB
- Full-time
Reporting to the Manager, Data Analytics & Business Intelligence, the Senior Data Warehouse Developer is responsible for developing and optimising CHF’s Data Warehouse, and associated…
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Staff Software Developer
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Vancouver, BC
- Full-time
…sharing new technologies among the team, and work with your manager to make sure you are supported in your way of work and in your career growth. Your learning, your growth are critically…
Added 23 mins ago
Staff Technical Program Manager - AI/ML
PlayStation Global
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Drive alignment across engineering, applied science, product, and data analytics on scope, tradeoffs, and sequencing when priorities are ambiguous or contested
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Project Manager (12 Months Contract)
TMX Group
Toronto, ON
- $100 to $120 CAD / hour
- Full-time
The Project Manager (PM) is responsible for planning, delivery and execution of projects for the entire delivery life cycle, applying established TMX standards and best practices. The PM…
Added 23 mins ago
FO
Communications Officer, Adaptation
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Ottawa, ON · Hybrid - Ottawa
- Full-time
Under the general direction and supervision of the Manager, Communications – Adaptation, the Communications Officer develops and implements communications and marketing plans and provides…
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Senior Product Manager, Oncology
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Toronto, ON · CAN - Toronto Head Office
- Full-time
The Product Manager, Oncology, with a focus on solid tumour portfolio, will play an integral role in the evolution of Takeda Canada within the oncology marketplace, including taking…
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Associate Product Manager
Cronometer Software Inc
Revelstoke, BC
- Full-time
We are hiring an Associate Product Manager to help improve the experience of people using Cronometer. You will report to the Product Team Manager and work with other product managers and…
Added 23 mins ago
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Safety & Quality Specialist (Investigations & Systems)
Lindsay Construction
Dartmouth, NS
- Full-time
Reporting to the Manager Safety and Quality, the Safety & Quality Specialist - Investigations & Systems, is responsible to fulfill safety obligations for the region. This opportunity is…
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Calgary, AB
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Canada
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Create and deliver clear analytics and reporting to track progress against goals and share insights with the Sr. Growth Manager.
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Plant Layout Engineer/ Specialist
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Support Project Engineers, Operations Manager and Construction Manager and Engineering Managers during layout reviews, customer discussions, equipment coordination, and project execution.
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Human Resources Business Partner
NWI Precision
Toronto, ON · North York, ON
- $90,000 to $110,000 CAD / year
- Full-time
…with a particular focus on the employee handbook, Workday, manager development, and consistent application of organizational standards. The HRBP takes ownership of driving change from…
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Architecte matériel senior
EXFO
Montreal, QC · Greater Montreal Metropolitan Area
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Added 38 mins ago
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Manufacturing Automation Manager/Team Leader
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Ottawa, ON · Quebec, QC
- $146,600 to $234,200 CAD / year
- Full-time
…optical products at global scale. The Manufacturing Automation Manager provides technical and people leadership to advance automation strategy, partner manufacturing readiness, and…
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Customer Success Manager, Scaled Accounts
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Familiarity with HubSpot, BigQuery, or customer health and analytics platforms.
Added 38 mins ago
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T&O Senior Data Analyst, Financial Data
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Added 38 mins ago
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Cyber Controls Testing Analyst
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Toronto, ON · YNG
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…customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your…
Added 38 mins ago
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Senior Analyst, Credit Risk Analytics, Stress Testing (12 Month Contract)
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…business/group portfolios and products. Applies knowledge of analytics algorithms and technologies to develop models, methodologies and supplementary stress testing tools and…
Added 38 mins ago
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Scotiabank

Portfolio Analyst

Toronto, ON, M5H 4A9, Canada

Apply About employer

Applications open in a new tab.

Job details

Apply by: Nov 18, 2026
Experience: Minimum 2 years direct industry experience
Posting language: English
Posted: Nov 3, 2026

Original job description

Requisition ID: 278280
Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

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 manages large-scale investment portfolios for high-net-worth clients by ensuring asset mixes align with corporate strategies and client goals. They also provide centralized support through portfolio monitoring, rebalancing, cash management, and the preparation of detailed client reports.

Requirements

Candidates must possess a university degree or college diploma and at least two years of direct industry experience in investment management. Proficiency in Excel and portfolio accounting systems is required, with additional preference for Python skills and professional designations like the CFA or CIM.

Skills

Portfolio Management
Investment Management
Asset Mix Strategy
Financial Analysis
Risk Identification
Excel
Portfolio Accounting Systems
Python
Client Reporting
Cash Management
Regulatory Compliance
Data Analysis
Communication
Interpersonal Skills
AI Technologies

Benefits

Employee Referral Program

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Analyst
Investment Management
Asset Mix
Capital Markets
Portfolio Accounting
Excel
Python
CFA
CIM
CIF
AI Technologies
Risk Management
Financial Reporting
Client Service
Wealth Management
Rebalancing
Cash Management
Compliance
Data Analysis
Economic Analysis

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