Senior Manager, Portfolio Management, Investment Solutions

Requisition ID: 252177
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose
As a key member of the Global Portfolio Solutions Team, you will play a critical role in shaping and driving the investment success of ScotiaMcLeod's and International Investment Advisory's Separately Managed Account (SMA) Programs (Summit and SIP) and Pinnacle Pooled Program. You will lead the evolution of managed investment programs, oversee rigorous performance monitoring and due diligence, and deliver deep investment insights that support portfolio integrity and client value across more than $16 billion in assets.

Is This Role Right for You? In this role, you will:

Lead the Development and Evolution of Managed Programs
• Deliver expertise in designing, enhancing, and leading managed asset programs across Summit, SIP, and Pinnacle.
• Oversee portfolio management activities, including suitability review, investment policy sign off, and ongoing compliance oversight.
• Manage discretionary rebalancing and integrate new mandates where appropriate.
• Conduct re optimization activities aligned with Northern Trust's annual capital market assumptions.
• Provide deep insights into underlying mandates across all programs.
• Participate actively in portfolio advisor due diligence.
• Drive product innovation and strategic direction through analysis of investment merit, risk, and suitability.

Oversee Monitoring and Integrity of SMA and Pooled Products
• Ensure smooth operation and continuous improvement of SMA platforms and the Pinnacle Program.
• Onboard new mandates and managers onto internal systems.
• Draft and maintain investment mandates for all products and advisors.
• Conduct regular performance monitoring for mandate compliance and product integrity.
• Lead portfolio advisor due diligence for onboarding and off boarding decisions.
• Assess competitive positioning across mandate types and offerings.

Deliver Insightful Investment Analysis and Reporting
• Provide key inputs into product development, marketing, communications, and regulatory reporting.
• Review quarterly mandate profiles, commentaries, and selected sales/product materials.
• Produce in depth analysis on SMA portfolios, Pools, and models to support strong investment storytelling and performance transparency.

Manage Key Internal and External Relationships
• Build and maintain strong cross functional partnerships across Scotia Wealth Management, Global Asset Management, Compliance, vendors, consultants, and portfolio advisors.
• Support alignment on program changes, performance updates, and investment decisions.

Contribute to a High Performing Investment Solutions Team
• Foster collaboration and open communication across the team.
• Deliver exceptional internal client service.
• Share knowledge to support team development.
• Participate actively in meetings, ideation, and department initiatives.
• Develop and execute a meaningful personal development plan.

Do you have the skills that will enable you to succeed in this role?
• University degree in a relevant field or equivalent experience.
• CFA designation or equivalent education (asset).
• Minimum 5 years' experience in mutual funds, investment management, or brokerage.
• Strong knowledge of capital markets, portfolio management, securities regulations, and the mutual fund industry.
• Advanced PC skills, including industry tools such as MPower, Bloomberg, Mellon, Zephyr, Morningstar Direct, and MS Excel.
• High comfort with research methods and statistical analysis.
• Ability to thrive in a dynamic, high pressure environment.
• Ability to work independently and collaboratively.
• Proven relationship building skills.
• Registration with CIRO as a Portfolio Manager and/or Supervisor of Managed Accounts.

What's In It for You? In this role, you can expect:

• High-impact responsibility working across $16+ billion in managed assets and 50+ SMA mandates and Pools.
• Broad exposure to both internal and external portfolio managers across more than 30 money management firms.
• A dynamic, fast-paced environment where your insights directly shape investment outcomes for clients across Wealth Management.
• Cross-functional collaboration with Global Asset Management, Wealth leadership teams, Compliance, and key external vendors.
• Professional growth opportunities through complex investment analysis, mandate optimization work, and leadership of managed program innovations.
• A supportive and collaborative team culture that prioritizes knowledge sharing, innovation, and continuous improvement.
• Opportunities for development, including contributing to strategy, enhancing program structures, and building analytical expertise.
• Work variety from investment re-optimization and due diligence to portfolio construction and product enhancement.

Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.