Requisition ID: 267749
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
The Associate, Investment Distribution Management — Core Fixed Income, contributes to the overall success of the Investment Distribution Management team within Scotia Global Asset Management in Canada by supporting core fixed income investment distribution strategies, plans and initiatives in compliance with governing regulations, internal policies and procedures. The Associate provides support to senior team members in partnering with assigned Portfolio Managers and investment teams to strengthen product positioning, deepen advisor client relationships, and deliver timely, accurate and effective fixed income investment support across internal and external distribution channels.
What you will be doing:
Product Support & Investment Insights
- Support senior team members in the coverage of assigned Portfolio Managers and fixed income mandates, including product positioning, key messaging, client relationship support and use of broader Bank channels, systems and distribution opportunities.
- Contribute to the preparation of sales support materials, investment commentary, portfolio updates, briefing notes, product summaries, presentations, research and market-related reporting for fixed income strategies.
- Build knowledge of assigned Portfolio Manager strategies, fixed income markets, portfolio positioning and manager activity through investment discussions, internal meetings and ongoing engagement with investment teams.
Sales Enablement & Relationship Management
- Support business development, advisor engagement and client relationship activities by preparing research, briefing notes, meeting materials and presentations, and by assisting in the communication of key investment messages.
- Serve as a developing point of contact for internal clients on investment-related inquiries related to assigned Portfolio Managers, applying growing knowledge of financial markets, fixed income products and investment capabilities.
- Work with Retail, Institutional and other distribution partners to support fixed income product coverage, asset growth and ongoing maintenance of assigned Portfolio Managers’ investor base across core distribution channels.
Market Intelligence
- Assist with competitive analysis, market research and synthesis of fixed income industry trends to support product positioning, advisor education, investment communications and reporting for assigned Portfolio Managers and strategies.
Projects, Risk & Compliance
Support special projects and ad hoc initiatives for the Fixed Income Investment Distribution Management team, while contributing to effective and efficient operations in accordance with the Bank’s risk appetite and risk culture.
Demonstrate Scotiabank’s Values, Code of Conduct and Global Sales Principles, and maintain adherence to internal controls and obligations related to operational, compliance, AML/ATF/sanctions and conduct risk requirements.
Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:
- Undergraduate degree in finance, business, economics or equivalent work experience; enrollment in, or progress toward, the CFA designation is an asset.
- Entry-level to early-career experience in asset management, financial services or an investment-related function; up to 5+ years of relevant experience is an asset.
- Emerging understanding of financial markets, fixed income, investment processes, investment strategy and portfolio positioning.
- Developing written and verbal communication skills, with the ability to engage effectively with peers, sales teams, advisors and internal partners.
- Strong organizational skills, attention to detail and ability to manage multiple priorities in a dynamic, fast-paced environment.
- Proactive, team-oriented self-starter who can work effectively under pressure and provide reliable support to senior team members.
- Proficiency with Microsoft Office tools, particularly PowerPoint, Excel and Word; proficiency with Morningstar Direct or Bloomberg is an asset.
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.