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About the Role
Aviso Wealth is seeking a Director, Manager Research & Oversight to lead the manager research and oversight function for NEI Investments and the Managed Asset Program (MAP). This role involves overseeing manager selection, due diligence, and sub-advisor oversight across various asset classes, and leading a research team to enhance analytical capabilities and investment performance.
Responsibilities
- Lead, develop and oversee the Manager Research & Oversight team, setting priorities, elevating research quality, and building a high-performance function across public markets, private markets and liquid alternatives
- Drive and implement the research agenda and investment process
- Provide thought leadership on manager selection, oversight and asset allocation
- Conduct ongoing manager research to review managers/strategies and keep up-to-date the trend in institutional investment industry for opportunities to upgrade strategy or launch new products
- Lead manager searches, due diligence and selection recommendations for new and existing investment strategies, presenting clear, evidence-based conclusions to senior leadership
- Monitor and evaluate the performance of all products, identifying opportunities for optimization and innovation
- Help drive the strategic vision for manager research and oversight, ensuring alignment with organizational objectives and industry innovation
- Provide actionable insights and investment recommendations to senior leadership based on manager performance and market conditions
- Continuously enhance the research and oversight framework, including due diligence standards, monitoring tools, performance attribution and the use of quantitative analytics to improve decision-making
- Act as a subject matter expert on investment products, providing investment insights and guidance to internal stakeholders and external partners
- Present investment strategies and performance updates to clients and the sales team, ensuring clarity, confidence, and alignment with client objectives
Requirements
- University Degree in Business, science, math or any quantitative fields
- CFA charter holder
- Demonstrated people leadership experience, including coaching, performance management and team development
- Proven track record of evaluating and managing relationships with external investment managers
- Proven ability to lead investment teams and influence senior stakeholders
- Strong written and oral communication skills
- Experience in researching global institutional investment strategies and making recommendations
- Strong understanding of multi-asset investment strategies, investment products, and portfolio construction
Skills
- Any additional finance related professional designations are an asset (CAIA, CPA, etc.)
- Master’s degree in business, finance or one that utilizes statistical models (Economics, Math, etc.) is an asset
- 8-10+ years’ progressive investment industry manager research work experience in asset management, wealth management or investment consulting
- Advanced skills or able to very quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Copilot, and Factset
- Fluent communication skills in English are required
- Bilingual skills in French are an asset
- Experience in using large amounts of data, python, or quantitative investment techniques is an asset
Location
- Toronto
- Vancouver
- Montreal
Work Type
- Full-time
Experience Level
- 8-10+ years’ progressive investment industry manager research work experience
Education Level
- University Degree in Business, science, math or any quantitative fields
- CFA charter holder
- Master’s degree in business, finance or one that utilizes statistical models (Economics, Math, etc.) is an asset
Salary/Compensations
- $135,000 - $170,000 CAD annually
Benefits
- Competitive compensation package
- Excellent health, dental and insurance benefits
- 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
- Education assistance program
- Regular social events
About the Company
- Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians.
- We are committed to leadership, innovation, partnership, responsibility, and community.
- 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.
- 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.
- 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.
Equal 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.