Portfolio Administrator Job Vancouver area,BC Canada,Finance & Banking

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking to fill an opening for a Portfolio Administrator to join our Asset Management team.

Reporting to the Senior Manager, MAP Trading, the Portfolio Administrator is responsible for the daily portfolio administration of Credential’s Separately Managed Account (SMA) programs and support of other investment management solutions.

As one
aviso:

We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

Manage client and inventory accounts on the Portfolio Management & Custodial systems and resolving any data discrepancies

Execute discretionary trades as outlined on the Investment Policy Statement and agreements

Implement and monitor client trade restrictions

Assist with monthly fee-billing

Generate quarterly investment reports and supervision reports

Work closely with internal and external stakeholders to manage client accounts

Maintain Aviso’s investment materials such as fact sheets, performance sheets and quarterly reports

Provide support to Advisors on Aviso’s product offerings

Assist Portfolio Managers with investment proposals and presentations

Support Aviso’s Investment Strategy Committee with market research, analysis, and presentations

Requirements

Your experience and skills:

Post-secondary degree in business or a related discipline

Working towards CFA (at least level I)

Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) and and Wealth Management Essentials (WME)

3+ years’ experience in the investment industry

Currently licensed or eligible to be licensed as a Registered Representative within 30 days

Working experience with Portfolio Management software, Bloomberg or Morningstar preferred

Demonstrated experience and thorough understanding of investment concepts, analytics and investment administration market research, product development and sales would be beneficial

Intermediate level of knowledge with MS Office Suite programs and advanced level of Excel knowledge.

Knowledge of and experience with CGI Wealth
360 and Dataphile is an asset

Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions

Excellent health, dental and insurance benefits to meet the diverse needs of our employees

Generous vacation time,…