Associate Portfolio Manager, Centralized InvestmentManagement - Toronto

Requisition ID : 257069

Join a

purpose driven winning team, committed to results, in an inclusive

and high performing culture.

BRIEF

INTRODUCTION

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. The

role requires collaborating with client facing registrants to

ensure that the asset and total return meet client’s short and long

term income and investment growth goals through the use of central

models containing approved securities and the firm’s corporate

investment asset mix strategy.

Liaising with

Private Investment Client Portfolio Management teams in the field

as necessary to deliver a seamless and efficient client experience

by executing new account transition, managing cash requirements and

ongoing portfolio management for portfolios adhering to the

centralized models.

The incumbent will prepare

communications and work with various departments on the production

and dissemination of appropriate support material. They will also

work closely with the Portfolio Managers in CIM in researching and

preparing information in support of investment

decisions.

In The Role You

Will

Performing accurate and timely execution

of investment model changes at the security and asset mix level

across a large base of clients

Providing input

related to the development of portfolio structuring along with the

Portfolio Manager,

Staying abreast of the

reasons for the central security and asset mix models changes and

connecting with the field Portfolio Manager where necessary to

discuss impacts to client’s portfolio and stated

objectives

Maintaining central models on the

portfolio accounting system

Maintaining a

strong knowledge of our portfolio management and trading

systems

Proactively Manage And Assess Risk

Staying abreast of capital market

conditions that may affect clients’

portfolio

Ensuring compliance and accuracy of

trading activities

Minimizing the Bank’s

overall exposure to risk

Maintaining client

portfolios in accordance with established firm strategy for Central

Portfolio Models and pools focusing on client’s risk appetite and

alignment with clients’ financial goals, objectives and risk

levels

Maintaining awareness and ensuring

compliance / adherence to all procedures, regulatory activities and

guidelines including Privacy, Anti-Money Laundering,

Anti-Terrorist

Financing, FCAC, Know your

Client, Occupational Health & Safety and Guidelines for

Business Conduct

Adhering to bank and firm

standards, policies and business practices to ensure that Private

Client Counsel is meeting the appropriate regulatory and compliance

requirements as they relate to both new and existing

accounts

Escalating, documenting and reporting

any unusual occurrences, suspicious or fraudulent activities, as

per established procedures

Act as a centre of

investment expertise for SJF field staff & internal partner

groups by

Collaborating with other

departments, such as the product group, Investment Policy and

Research and providing subject matter expertise on central

portfolio models

Providing recommendations on

portfolio structure and / or assisting local teams with appropriate

mandates / objectives or models to meet a client’s circumstances,

income needs, and return

expectations

Selecting and recommending

securities in accordance with the firm’s views and that fulfill

clients' objectives

Regularly monitoring

portfolios and making changes as

appropriate

Support Director & Portfolio

Manager, with ongoing initiatives and process improvements

Assisting with initiatives including

technology projects and operational efficiency

changes

Assisting in the training of new and

existing private client personnel in modeling and portfolio

administration methods

Contribute to the

effective functioning of the Centralized team

Contributing to the effective and positive

functioning of the Centralized Investment Management team and

partners

Fostering and developing a strong,

positive team environment, driving employee empowerment, innovation

and a high degree of engagement

Building

effective working relationships across the team and with various

business line, internal and external

stakeholders

Maintaining a high level of

client service and effectively resolving / escalating client issues

as required

Facilitating a culture of open and

honest communication

Actively participating

and contributing to touchbases, team meetings and coaching sessions

if applicable)

Encouraging the generation of

new ideas and approaches

Actively sharing

knowledge and experience to enhance the development of all team

members

Developing and executing a meaningful

employee development plan

Acting as a mentor

to junior colleagues and taking a leadership role on the

team

Do You Have The Skills We would love to

work with you if you have :

Thorough investment

manag