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Aviso Wealth

Canadian wealth management services group

Director, Manager Research & Oversight

Asset ManagementConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaCA$135k - CA$170k /yrHybrid

About the Job

Requirements

  • A university degree in Business, science, math, or a quantitative field is required.
  • A CFA charter is required.
  • At least 8 years of progressive manager research experience in the investment industry, asset management, wealth management, or investment consulting is required.
  • Demonstrated people leadership experience, including coaching, performance management, and team development, is required.
  • A proven track record of evaluating and managing relationships with external investment managers is required.
  • The candidate must be able to lead investment teams and influence senior stakeholders.
  • Advanced skills or the ability to quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Copilot, and FactSet are required.
  • Fluent English communication skills are required.
  • Experience researching global institutional investment strategies and making recommendations is required.
  • A strong understanding of multi-asset investment strategies, investment products, and portfolio construction is required.

Responsibilities

  • Lead, develop, and oversee the Manager Research & Oversight team, setting priorities, elevating research quality, and building a high-performance function across public markets, private markets, and liquid alternatives.
  • Drive and implement the research agenda and investment process.
  • Provide thought leadership on manager selection, oversight, and asset allocation.
  • Conduct ongoing manager research to review managers and strategies, and monitor trends in the institutional investment industry to identify opportunities to upgrade strategies or launch new products.
  • Lead manager searches, due diligence, and selection recommendations for new and existing investment strategies, presenting evidence-based conclusions to senior leadership.
  • Monitor and evaluate product performance, identifying opportunities for optimization and innovation.
  • Help drive the strategic vision for manager research and oversight, ensuring alignment with organizational objectives and industry innovation.
  • 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 to improve decision-making.
  • Act as a subject matter expert on investment products, providing investment insights and guidance to internal stakeholders and external partners.
  • Present investment strategies and performance updates to clients and the sales team, ensuring clarity, confidence, and alignment with client objectives.

Desired Qualifications

  • Additional finance-related professional designations, such as CAIA or CPA, are an asset.
  • A master's degree in business, finance, or a field that utilizes statistical models, such as Economics or Mathematics, is an asset.
  • Bilingual French skills are an asset.
  • Experience using large amounts of data, Python, or quantitative investment techniques is an asset.

About the Company

Aviso Wealth

Canadian wealth management services group

Aviso Wealth works as a Canadian wealth-management services group. It provides investment dealers, asset management, online brokerage, custody, clearing, and back-office services to credit unions, advisors, and investors. Its operating model is specific: its businesses include Qtrade and NEI Investments alongside shared technology, operations, compliance, and service capabilities. Roles span wealth operations, investment management, engineering, product, risk, compliance, sales, and corporate functions. The profile is Aviso Wealth and its owned service ecosystem, not every credit-union partner.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
2018

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