Portfolio Manager,Managed Assets Program; MAP Job Vancouver area,BC Canada,Finance & Banking

Position: Portfolio Manager, Managed Assets Program (MAP)

Aviso Wealth:

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 Manager, Managed Assets Program (MAP) to join our Asset Management team.

Reporting to the Senior Manager, MAP Trading, the Portfolio Manager is responsible for the portfolio management of Aviso’s discretionary fee-based solutions and administration support. This includes providing oversight on discretionary trades and operational processes and contributing to the overall investment strategy of managed 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:

Portfolio Management & Client Service

Co-manage internal investment mandates and models.

Act as a strategic bridge between portfolio management, technology, and advisor experience – supporting the continuous improvement of Aviso’s Managed Account platform through innovation, automation and data-driven insights

Support financial advisors with their client meetings, through presentations and correspondence that provide market update, guidance, and growth opportunities for prospective and existing clients

Participate in monthly/quarterly and ad-hoc Economic and market webcasts to advisors

Create, review, and approve investment policy statements for clients

Collaborate with other Portfolio Managers and team members on tactical investment strategies for the managed account platform, including technical & fundamental market analysis and client implementation strategies

Review and analyze investment mandates and trading, providing recommendations and opportunities for improvements

Engage directly with financial advisors to communicate platform strategy, performance updates, and portfolio positioning

Gather field insights to guide future enhancements to managed account functionality and advisor experience

Portfolio Accounting

Manage and administer separately managed (“SMA”) and unified managed (“UMA”) accounts on Portfolio Management System

Implement model portfolios from third-party investment managers, liaising as required for strategic execution

Coach and support junior members of the team on portfolio administration and management in the PM platform (currently Wealth
360)

Maintain expert knowledge on Aviso’s custodial (Dataphile) and Portfolio Management Systems and processes

Client and Compliance Reporting

Manage quarterly client statement production and tax issues with tax department

Provide oversight and quality control for managed account compliance reporting and attribution analysis, ensuring data integrity and regulatory…

Portfolio Manager, Managed Assets Program; MAP