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Added 2 mins ago
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Technical Business Systems Analyst, AML
Yochana
Toronto, ON
- Contract
We are seeking a Technical Business Systems Analyst to join our Anti-Money Laundering (AML) team. The ideal candidate will have an AML background within the banking or financial services…
Added 2 mins ago
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Business Intelligence Analyst
Spait Infotech
Canada
- Full-time
Extract, transform, and load (ETL) data from multiple sources for reporting and analysis.
Added 2 mins ago
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T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
We are seeking a highly analytical and technically skilled Senior Data Analyst / Business Analyst to support enterprise finance and regulatory data initiatives. The successful candidate…
Added 2 mins ago
UO
Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
The Financial Reporting team within the VP Finance & Services is currently seeking a Full-time Regular Analyst, Financial Reporting.
Added 2 mins ago
AC
Project Manager
ATS Corporation
Cambridge, ON
- Full-time
Working with the financial analyst, ensure all billings and invoicing is submitted on time. Ensure all project deliverables are accomplished and supporting documentation is prepared for…
Added 2 mins ago
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Financial Analyst
Smart & Biggar
Ottawa, ON
- Full-time
Smart & Biggar is currently looking for a Financial Analyst to join our National Finance Team.
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Data and Insights Analyst
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Education Insights, Data and Research (EI) - performs research, analyses, and reporting to provide critical insights and recommendations to support decision makers across campus. The team…
Added 2 mins ago
TG
Senior Financial Analyst
TMX Group
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
The Senior Financial Analyst serves as a vital Finance Business Partner to Capital Formation business leaders, driving impactful financial planning, analysis, and strategic decision…
Added 2 mins ago
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Senior Financial Analyst
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Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
We are currently looking for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. This position reports to the Manager, FP&A.
Added 2 mins ago
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Financial Analyst
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Vancouver, BC
- Full-time
We're hiring a Financial Analyst to support the day-to-day management of our loan portfolio and lender relationships. This is a hands-on role for a detail-oriented team member who will…
Added 17 mins ago
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Internal Controls Governance Analyst - 12-month Contract
Zurich Canada
Toronto, ON
- Full-time
Zurich Canada is currently looking for an Internal Controls Governance Analyst, for a 12-month contract, to support the administration, governance and continuous improvement of our Internal…
Added 17 mins ago
HI
Risk Analyst
HRbrain Inc.
Toronto, ON
- Full-time
As Senior Analyst, Third Party Risk Reporting & Compliance, you are expected to fully support the Sr. Manager, Reporting & Compliance with comprehensively executing against quarterly…
Added 17 mins ago
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CAN – IT – Bus Systems Analyst III
HRbrain Inc.
Toronto, ON
- Full-time
MS Office Suite data analysis methods and reporting techniques (vlookups)
Added 17 mins ago
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Accounting Manager
Brickeye
Toronto, ON
- $80,000 to $120,000 CAD / year
- Full-time
Partner with the CFO and Financial Analyst on reporting, budgeting, forecasting, board materials and investor or lender requests, turning the numbers into insight leadership can act on
Added 17 mins ago
EB
Bilingual Fraud Analyst - Cards
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
The Fraud Analyst – Cards, will conduct investigative analysis to identify, assess, decision and report on activity that indicates an exposure to financial crimes. The incumbent will manage…
Added 17 mins ago
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Senior Financial Analyst, Supply Chain
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Toronto, ON · Consilium Place
- Full-time
Reporting to the Manager, Supply Chain and Systems Specialist, the Senior Financial Analyst, Supply Chain provides financial and analytical expertise to support category management,…
Added 17 mins ago
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Senior Business Systems Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
As a Senior Business Systems Analyst, you will own requirements for business-critical initiatives and connect strategy with delivery for the products our customers and advisors rely on. You…
Added 17 mins ago
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Program Manager, Carrier Operations & Governance
Twilio
Remote, Canada
- Full-time
- Remote
Join Twilio as a Program Manager, Carrier Operations & Governance - a tech-forward business analyst and program manager within a brand-new function built from the ground up to reshape how…
Added 32 mins ago
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Business Analyst - Non-Technical
Raise
Calgary, AB
- Full-time
Raise is currently hiring a Business Analyst - Non-Technical on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an…
Added 32 mins ago
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Bilingual Lease Analyst (FR/ENG)
BGIS
Toronto, ON
- Full-time
The Lease Analyst, in conjunction with our RealLease technology platform, supports our clients nationwide in effectively and efficiently managing their leased portfolios. From abstracting…
Added 32 mins ago
Total Rewards Analyst
UFA Co-operative Ltd.
Calgary, AB
Ensure compliance with applicable legislation, company policies, governance standards, and reporting requirements related to compensation and benefits programs.
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Accounting Analyst
Bausch+Lomb Companies Inc.
Toronto, ON · CAN-OT-Toronto, AB
The Accounting Analyst, reporting directly to the Senior Manager, General Accounting, is responsible for processing monthly, quarterly, and annual accounting activities. In this role, the…
Added 32 mins ago
NA
Data and Insights Analyst
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
Education Insights, Data and Research (EI) - performs research, analyses, and reporting to provide critical insights and recommendations to support decision makers across campus. The team…
Added 32 mins ago
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Senior Servicing Analyst
BMO
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Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Added 32 mins ago
Tax and Catalog Analyst
Canfor
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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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