Portfolio Administrator - AM-26-226
Toronto, ON +1Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ ansCandidates need a post-secondary degree in business or a related field, at least three years in the investment industry, and progress toward the CFA. They must hold or be eligible for a Registered Representative licence within 30 days, complete the CSC, CPH and WME courses, and have advanced Excel skills and fluent English.
Portfolio Management software, Custodial systems, Bloomberg, Morningstar, CGI Wealth360, Dataphile
Director, Manager Research & Oversight
Toronto, ON +1Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
8+ ansCandidates need a quantitative university degree, a CFA charter, and 8 to 10+ years of investment manager research experience with proven people leadership. Fluent English is required, French is an asset, and skill with tools such as eVestment, Morningstar Direct, Bloomberg and FactSet is expected.
eVestment, Morningstar Direct, Bloomberg, Copilot, FactSet, Python