Job Description

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .

The Opportunity:

We're looking for a Manager, Research and Portfolio Management to join our Responsible Investing & ESG Services team.

Reporting to the VP, Head of Responsible Investing & ESG Services, the Manager, Research and Portfolio Management is responsible for reviewing and enhancing the ESG evaluation process, ensuring investment holdings meet our required ESG investment criteria, as well as identifying research needs and opportunities in order to maintain thought leadership status for NEI within the Responsible Investing industry. The Manager will also collaborate with the analysts to discuss research ideas and participate in corporate engagement as necessary.

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:

• Review and enhance the ESG evaluation process based on industry best practices, ensuring that it meets the evolving needs of the ESG program
• Monitor investment holdings to ensure they meet our required ESG investment criteria as well as provide recommendations to security holdings in a portfolio
• Work collaboratively with team members to identify research needs and opportunities in order to maintain thought leadership status for NEI within the Responsible Investment industry
• Participate in and contribute to the ESG due diligence process with our existing external portfolio managers and potential new relationships
• Maintain evaluations database and research documentation and assist with the compilation of portfolio analysis and attribution for reporting and Board presentation materials
• Assist team with special projects and support research requirements as needed

Requirements

Your experience and skills:

• 5+ years of relevant work experience in investment research, ESG research and/or portfolio management (equity and/or credit)
• University graduate in related discipline preferred (business, sustainability, environmental sciences, accounting, finance)
• Completion of CFA or working towards CFA designation; FRM, CPA, FSA Credential or Master's degree an asset
• Strong research and analytical skills and attention to detail
• Strong communication and written skills with the ability to explain complex ideas simply
• Intellectual curiosity and a demonstrated passion for responsible investing
• Proficiency with Microsoft Office (Excel, PowerPoint) and Bloomberg, FactSet or similar investment research platform
• Programming skills (Python, SQL or similar language) or use of visualization tools (Power BI or Tableau) an asset

• Fluent communication skills in English are required and bilingual skills in French are an asset

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
• 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

Equal Employment Opportunity

Aviso Wealth 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 Wealth is a national, integrated financial services company, with over $100 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .