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Salary: CAD 135,000 - 170,000 / annual
Aviso Wealth is a leading Canadian wealth management and investment services provider with approximately $145 billion in assets under administration and management. The company operates as a trusted partner to credit unions, portfolio managers, investment dealers, insurance and trust companies across Canada, with offices in Toronto, Vancouver, and Montreal.
You will join the Investment Management team as Director, Manager Research & Oversight, reporting to the VP of Manager Research & Oversight. This is a leadership role responsible for overseeing the manager research and oversight function for NEI Investments and the Managed Asset Program (MAP).
Key responsibilities include:
- Lead, develop, and oversee the Manager Research & Oversight team across public markets, private markets, and liquid alternatives, setting priorities and building a high-performance function
- Drive and implement the research agenda and investment process
- Conduct ongoing manager research to identify opportunities to upgrade strategies or launch new products, staying current with institutional investment industry trends
- Lead manager searches, due diligence, and selection recommendations for new and existing investment strategies, presenting evidence-based conclusions to senior leadership
- Monitor and evaluate the performance of all products, identifying optimization and innovation opportunities
- Provide thought leadership on manager selection, oversight, and asset allocation
- Help drive the strategic vision for manager research and oversight, ensuring alignment with organizational objectives
- 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 quantitative analytics
- Act as a subject matter expert on investment products, providing investment insights to internal stakeholders and external partners
- Present investment strategies and performance updates to clients and the sales team
Requirements:
- University degree in Business, Science, Math, or quantitative fields
- CFA charter (required)
- 8-10+ years of progressive investment industry manager research experience in asset management, wealth management, or investment consulting
- 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
- Advanced skills or ability to quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Copilot, and Factset
- Strong written and oral communication skills; fluent English required; French bilingual skills are an asset
- Experience researching global institutional investment strategies and making recommendations
- Strong understanding of multi-asset investment strategies, investment products, and portfolio construction
- Experience with large datasets, Python, or quantitative investment techniques is an asset
- Additional finance-related professional designations (CAIA, CPA, etc.) are assets
- Master's degree in business, finance, or quantitative fields (Economics, Math, etc.) is an asset
