Job Description

Aviso:

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 an Investment Analyst to join our Asset Management Investment team.


Reporting to the Senior Manager, Investment Research the Investment Analyst will be responsible for the external manager research and oversight function for all NEI Funds and Aviso's Managed Asset Program (MAP). You will use both your qualitative and quantitative researching skills to enable insights that will help investments by adding value to performance and broadening capabilities of the investment function.

Who you are:

Service

- You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner

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

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:

Contribute to external sub-advisor research and oversight processes. 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 on-site due diligence meetings Assist and automate the production of marketing/sales materials and in the development of marketing/sales campaigns related to NEI's internally managed strategies Add value to manager research process with timely insights and through increased depth of research on both existing and prospective managers Utilize research to drive investment performance and results across the entire NEI lineup of funds and Aviso's MAP program Work with large amounts of data to implement new quantitative investment strategies or assess external investment managers Utilize eVestment, Bloomberg, Morningstar and Factset to be the primary driver for research on manager research from those platforms Support sales & client service with regular institutional client reporting as well as ad-hoc investment pieces Assist in the production of monthly/quarterly reports for all strategies Contribute to the management of NEI's multi-asset solutions and help determine asset allocation decisions

Requirements

Your experience and skills:

University Degree in Business, science, math or any quantitative fields Master's degree in business, finance or one that utilizes statistical models (Economics, Math, etc.) is an asset CFA charter holder or passed some CFA exams Any finance related professional designations such as CAIA, CPA 2-7 years' overall work experience in external investment research or quantitative research Experience and knowledge of global institutional portfolio management processes in equity or fixed income Advance skills in Excel and with data Advanced skills or has the ability to very quickly learn analytical tools such as eVestment, Morningstar Direct, Factset and Bloomberg Strong written and oral communication skills Experience using statistical models through education or work an asset Knowledge of Python or other programming languages an asset Ability to work independently but also interactively within a team-oriented environment Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso?

At Aviso, 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 Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program 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

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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 $93,000 - $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.