About this role
Senior Manager, Pooled Investment Vehicles (International)
Requisition ID: 234179
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
Contributes to the overall success of the Pooled Investment Vehicles team within Global Investment Solutions (“GIS”), ensuring specific individual goals, plans, and initiatives are executed/delivered in support of the team’s and broader GIS business strategies and objectives. Ensures all activities conducted in adherence with governing regulations for offshore and international markets, internal policies, and procedures.
Responsible for providing timely investment advice, direction and thought leadership across Global Wealth Management (“GWM”) with a focus on the mutual fund and ETF investment universe for Offshore and International Wealth operations. Support GIS Investment Strategy and collaborate with International Wealth management platforms on asset allocation and portfolio strategy decisions in relation to these products and markets.
Accountabilities
- Champions a client-driven culture and partners across Scotiabank’s global footprint to leverage resources to deepen Client engagement.
- Deliver strong risk-adjusted outcomes for investment advisors, relationship managers and clients, adjusting strategies and processes as necessary to optimize performance.
- Contribute to the effective functioning of the Pooled Investments team through due diligence on mutual funds, ETFs, offshore funds, and alternative mutual funds to protect Scotiabank, GWM, its investment advisors, and Scotia clients.
- Conduct regular reviews of third-party managers and primary research (quantitative and qualitative) on pooled investment vehicles. Stay abreast of capital market developments, news, and industry trends with a view to communicating relevant findings.
- Determine best-in-class offshore and international pooled investment solutions and a framework in collaboration with key partners to service high/ultra-high net worth clients.
- Curate a suite of preferred investments by monitoring the offshore and international pooled investment lands