Senior Manager,Investment Oversight Job Toronto area,Ontario Canada,Finance & Banking

Is this role right for you?

In this role you will:

Provide strategic and tactical direction for the oversight of all investment products offered through 1832 Asset Management and its portfolio advisors, with direct accountability to senior management, Investment Committee and the Independent Review Committee including:

Overseeing the management of investment mandates and investment advisory agreements for all products and their portfolio advisors

Ongoing portfolio advisor due diligence regarding hiring/on-boarding and terminations/off-boarding

Providing expertise in recommending competitive positioning among industry peers of all investment products (internal and third-party)

Providing investment oversight for International Asset Management for their international/offshore mutual funds, including performance monitoring, portfolio advisor due diligence and reporting as needed

Providing support for the asset allocation team, sales, marketing, and product managers on the various Investment Programs

Lead ongoing development and delivery of detailed investment analyses and insight, as well as accurate and timely performance reporting, for both internal and external audiences, and collaborate with product, marketing and communications teams to provide key insights from oversight activities including:

Conducting regular performance and analysis from both a compliance-to-mandate and product integrity perspective, resulting in reporting for regulatory bodies, Boards, IRC, Investment Committee and select client facing needs

Quarterly Performance Analyses

Manage all sub advisor relationships including contract negotiation, service level commitments, fee discrepancy resolutions, and reporting needs
Lead and drive a customer focused culture throughout the team to deepen client relationships and leverage broader Bank relationships, systems and knowledge

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

Bachelor’s degree in an analytical discipline such as Mathematics, Commerce, Finance or Economics is an asset

5 years of experience in the same or similar field

Completion of the CFA is required

CIPM/FRM is considered an asset

Previous experience within the Mutual Fund industry and oversight in particular

Proficiency in Microsoft Office including Power BI

The ability to manage competing priorities and tight deadlines with minimal leadership oversight

Experience presenting investment analysis to committees

Effective communication skills both written and verbal

Strong analytical skills

Senior Manager, Investment Oversight