Aviso Wealth:
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Senior Analyst, MAP Investment Research & Oversight to join our Asset Management Investment team.
Reporting to the VP Manager Research & Oversight the Senior Analyst, MAP Investment Research & Oversight will be primarily responsible for the external manager research and oversight function for Aviso’s Managed Asset Program (MAP).
Leveraging advanced qualitative and quantitative research capabilities, Senior Analyst, MAP Investment Research & Oversight will generate actionable insights that enhance investment performance, strengthen manager relationships, and expand the analytical depth of the investment team.
Who you are:
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Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
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Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
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Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
What your day looks like:
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Serve as the primary liaison to the Aviso Managed Asset Program (MAP) team, supporting both the initiation of new manager searches and the ongoing oversight of existing products and investment managers
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Responsible for overseeing sub-advisors and improving the MAP program’s oversight process. Ensure all 3rd party strategies deliver consistent alpha generation potential while taking appropriate risks. The oversight process includes monthly monitoring, quarterly performance attribution review and annual due diligence meetings
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Conduct ongoing manager research to review managers/strategies and keep up-to-date the trend in institutional investment industry for opportunities to upgrade strategy or launch new products
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Conduct research and searches for new proposed MAP products
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Monitor and evaluate the performance of platform products, identifying opportunities for optimization and innovation
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Act as a subject matter expert on MAP products, providing investment insights and guidance to internal stakeholders and external partners. Present investment strategies and performance updates to MAP clients and the MAP sales team, ensuring clarity, confidence, and alignment with client objectives Assist in the production of monthly, quarterly, and ad hoc reporting, ensuring accuracy, relevance, and strategic value for both internal and external audiences
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Review and refine quarterly manager commentaries and semi-annual MRFP commentaries for sub-advised strategies
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Assist in producing in-depth research reports and presenting research findings to other members of the team
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Provide actionable insights and recommendations to senior leadership based on manager performance and market conditions
Requirements
Your experience and skills:
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University Degree in Business, science, math or any quantitative fields.
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CFA charter holder
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Any additional finance related professional designation is an asset (CAIA, CPA, etc.)
- Master’s degree in business, finance or one that utilizes statistical models (Economics, Math, etc.) is an asset
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8-10 years’ overall work investment industry work experience in asset management, wealth management or investment consulting
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5-10 years’ experience related to external manager research, oversight and evaluation
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Proven track record of evaluating and managing relationships with external investment managers
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Advanced skills or has the ability to very quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Refinitiv and Factset
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Fluent communication skills (oral and written) in English are required and bilingual skills in French are an Asset
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Experience in researching global institutional investment strategies and making actionable recommendations
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Strong understanding of wealth management platforms, investment products, and portfolio construction
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Experience working with large amounts of data or quantitative investment techniques is an asset
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Ability to work independently but also interactively within a team-oriented environment
Advanced proficiency in Excel and MS Office, with strong data analysis and presentation capabilities
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Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- Competitive compensation package that rewards and recognizes individual contributions
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Excellent health, dental and insurance benefits to meet the diverse needs of our employees
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Generous vacation time, fitness benefit, parental leave top-up options
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Matching contributions to our retirement program
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Commitment to the continuous improvement of our staff through learning & development and an education assistance program
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Regular social events to foster teamwork
Your Information
By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.
Further information is available on the Privacy link on our Career Page – Privacy Policies
Equal Employment Opportunity
Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
Salary
This position is posted with an expected salary range of $120,000 - $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
