As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We're looking for a Senior Portfolio Analyst to join our Investment Management Team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street, Toronto, ON. Reporting to the VP, Head of Multi-Asset Portfolios the Senior Portfolio Analyst is responsible for supporting the research, management, and oversight of our investment portfolios. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization Portfolio monitoring - monitor the performance and composition of standalone and multi asset portfolios, identifying tilts, risks, trends, and opportunities for adjustments and changes Portfolio and fund analysis - conduct fundamental analysis and comparisons between funds, strategies, and portfolios to evaluate and support portfolio decisions Risk monitoring and management - assess and manage portfolio risk via quantitative tools, risk models, and scenario analysis Performance reporting - prepare regular performance and attribution reports and presentations for internal and external stakeholders, providing insights into portfolio performance and attribution Market research - gather and summarize third party market and economic research to help the team to stay informed about market developments, economic trends in daily morning team meetings Rebalancing and trading back up - assist in periodic rebalancing and re-optimization trading of investment portfolios. Back office support - Work with back office to reconcile trades and ensure accurate data. Reporting - Work with internal departments to ensure investment details of all reporting are accurate. This includes marketing materials as well as regulatory documents Communications - communicate portfolio and performance updates, and market insights to internal and external stakeholders as needed Compliance - liaise with Compliance Team to ensure compliance with regulatory requirements and internal policies related to investment management and reporting Bachelor's degree in Finance, Economics, Mathematics, or a related field Strong analytical skills with proficiency in financial modeling, quantitative analysis, and data visualization Detail-oriented mindset with a commitment to accuracy and quality in analysis and reporting Solid understanding of financial markets, investment principles, and portfolio management concepts Proficiency in Microsoft Excel, Bloomberg, and other financial analysis tools such as Factset and Morningstar Direct Excellent communication skills with the ability to convey complex concepts and analysis to both technical and non-technical audiences Previous experience in investment analysis, portfolio management, or financial advisory roles is desirable Fluent communication skills in English are required and bilingual skills in French are an asset Excellent health, dental and insurance benefits to meet the diverse needs of our employees Matching contributions to our retirement program Regular social events to foster teamwork 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. Aviso is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We're building a technology-enabled, client-centric wealth management ecosystem. 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 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. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. 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. This position is posted with an expected salary range of $103,000 - $131,000 CAD annually.