Advanced Portfolio Analyst at Scotia Wealth

Elevate your career as an Advanced Portfolio Analyst at Scotia Jarislowsky Fraser located in Toronto, Ontario. Focus on enhancing client strategies through data insights and effective portfolio analysis.

In this senior role, you will support the CRIA team, providing portfolio management assistance and administrative support. Responsibilities will include conducting detailed assessments, creating reports, and facilitating client wealth strategies. Your analytical expertise will play a key role in shaping recommendations and enhancing operational efficiency.

Key Responsibilities: • Conduct comprehensive portfolio assessments and research • Develop insightful reports using Power BI and MS tools • Assist in compliance and risk management initiatives • Foster team collaboration and knowledge sharing • Improve processes for better client service delivery

Requirements: • High proficiency in advanced Excel and VBA • Experience in Python for data-driven analysis • Str...