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Added 14 mins ago
AC
Financial Analyst
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- $40 to $50 CAD / hour
- Contract
business analytics, waste reporting, month-end closing, and projections.
Added 29 mins ago
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- Full-time
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Added 29 mins ago
Managed Accounts Analyst
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Project Coordinator, Clinical Informatics
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Vancouver, BC
- Full-time
…of project expenditures and variances, assists the Business Analyst on business cases & briefing notes including requests for resources, and works and meets with Finance and other…
Added 29 mins ago
VB
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- Full-time
Our client is a manufacturing company. They are looking for a Senior Financial Analyst, FP&A who will be responsible for supporting financial planning, forecasting, performance management,…
Added 44 mins ago
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- Full-time
Reporting to the Director of financial reporting, the Senior Financial Analyst will be responsible for.
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Added 59 mins ago
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Analyst SBL Risk & Control Capital Markets
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Added 59 mins ago
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Business Systems Analyst Capital Markets General Ledger
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Toronto, ON
- Contract
Our client, a leading multinational financial institution, is seeking an experienced Capital Markets General Ledger Business Systems Analyst (BSA) to support a new Capital Markets…
Added 59 mins ago
CB
Financial Analyst
Cassels Brock & Blackwell LLP
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Our Toronto office is currently recruiting for a Financial Analyst in our Accounting department, reporting to the Manager, Accounting, Analysis, and Reporting. This position is responsible…
Added 59 mins ago
NB
Analyst
National Bank of Canada
Montreal, QC
- Full-time
A career in Financial Markets Operations within the large Market Events team at National Bank means acting as a specialist in securities distributions and market events processing. This…
Added 59 mins ago
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Senior Accountant, Properties
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Added 59 mins ago
NB
Senior Analyst Accounting
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- Full-time
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Added 59 mins ago
NB
Senior Analyst Regulatory Data and Integration
National Bank of Canada
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- Full-time
A career as a Senior Analyst Regulatory Data and Integration within the IT Capital Markets Delivery team at National Bank means acting as a specialist in regulatory data related to…
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Senior Analyst Accounting and Regulatory Capital
National Bank of Canada
Montreal, QC
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A career as a Senior Analyst in the NBF (National Bank Financial) Accounting and Regulatory Capital team at National Bank is to act as an expert in all matters related to regulatory…
Added 59 mins ago
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Senior Analyst US Tax Operations
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A career as a Senior Tax Analyst in the Tax activities team, at National Bank, is an opportunity to grow within a unifying group that is an essential contributor to decisions and offers a…
Added 59 mins ago
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Financial Data Analyst
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Montreal, QC
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Support data integration projects by validating data fitness for reporting.
Added 59 mins ago
Portfolio Analyst
Scotiabank
Toronto, ON
Maintaining the central models on the portfolio accounting system and completing the various field communications and reporting.
Added 59 mins ago
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Risk and Fraud Analyst
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Concord, ON
- Full-time
We are looking for a sharp, detail-oriented, and proactive Entry-Level Risk and Fraud Analyst to join our team.
Added 1 hour ago
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Supervisor
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AB · Toronto, ON · Calgary, AB
- Full-time
Designation as Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA).
Added 1 hour ago
T
Bodily Injury Claims Advisor
TD
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Added 1 hour ago
OV
Financial Analyst - Finance, Full Time - Markham Stouffville Hospital
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Prepare monthly program level financial results that accurately reflect the financial health of the portfolio. Analyze financial performance across monthly, quarterly, and annual reporting…
Added 1 hour ago
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Senior Financial Analyst
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Toronto, ON
- $85,000 to $100,000 CAD / year
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Added 1 hour ago
AC
Analyste En Coûts De Revient
Aston Carter
Mirabel, QC
- $40 to $50 CAD / hour
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Our Client is seeking a dedicated Financial Analyst to provide comprehensive financial support to various functions including Engineering, Methods, Quality Assurance, and Supplier Quality.…
Added 1 hour ago
PM
Commercial Analyst
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Mississauga, ON
- $100,000 to $140,000 CAD / year
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The Commercial Analyst supports commercial operations across the North American and international markets through data analysis, performance reporting, sales compensation administration,…

Scotiabank

Portfolio Analyst

Toronto, ON, M5H 4A9, Canada

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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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