Senior Analyst, MAP Investment Research & Oversight job opportunity at Aviso Wealth Management.



Date2025-11-10T18:40:01.179Z bot
Aviso Wealth Management Senior Analyst, MAP Investment Research & Oversight
Experience: 10-years
Pattern: Full-time
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MAP Investment Research & Oversight

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loacation Toronto, Canada
loacation Toronto....Canada

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 www.aviso.ca . The Opportunity: We’re looking for a Senior Analyst, MAP Investment Research & Oversight to join our Asset Management Investment team. Reporting to the VP Manager Research & Oversight the Senior Analyst, MAP Investment Research & Oversight will be primarily responsible for the external manager research and oversight function for Aviso’s Managed Asset Program (MAP). Leveraging advanced qualitative and quantitative research capabilities, Senior Analyst, MAP Investment Research & Oversight will generate actionable insights that enhance investment performance, strengthen manager relationships, and expand the analytical depth of the investment team. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization What your day looks like: Serve as the primary liaison to the Aviso Managed Asset Program (MAP) team, supporting both the initiation of new manager searches and the ongoing oversight of existing products and investment managers Responsible for overseeing sub-advisors and improving the MAP program’s oversight process. Ensure all 3rd party strategies deliver consistent alpha generation potential while taking appropriate risks. The oversight process includes monthly monitoring, quarterly performance attribution review and annual due diligence meetings Conduct ongoing manager research to review managers/strategies and keep up-to-date the trend in institutional investment industry for opportunities to upgrade strategy or launch new products Conduct research and searches for new proposed MAP products Monitor and evaluate the performance of platform products, identifying opportunities for optimization and innovation Act as a subject matter expert on MAP products, providing investment insights and guidance to internal stakeholders and external partners. Present investment strategies and performance updates to MAP clients and the MAP sales team, ensuring clarity, confidence, and alignment with client objectives Assist in the production of monthly, quarterly, and ad hoc reporting, ensuring accuracy, relevance, and strategic value for both internal and external audiences Review and refine quarterly manager commentaries and semi-annual MRFP commentaries for sub-advised strategies Assist in producing in-depth research reports and presenting research findings to other members of the team Provide actionable insights and recommendations to senior leadership based on manager performance and market conditions Your experience and skills: University Degree in Business, science, math or any quantitative fields. CFA charter holder Any additional finance related professional designation is an asset (CAIA, CPA, etc.) Master’s degree in business, finance or one that utilizes statistical models (Economics, Math, etc.) is an asset 8-10 years’ overall work investment industry work experience in asset management, wealth management or investment consulting 5-10 years’ experience related to external manager research, oversight and evaluation Proven track record of evaluating and managing relationships with external investment managers Advanced skills or has the ability to very quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Refinitiv and Factset Fluent communication skills (oral and written) in English are required and bilingual skills in French are an Asset Experience in researching global institutional investment strategies and making actionable recommendations Strong understanding of wealth management platforms, investment products, and portfolio construction Experience working with large amounts of data or quantitative investment techniques is an asset Ability to work independently but also interactively within a team-oriented environment Advanced proficiency in Excel and MS Office, with strong data analysis and presentation capabilities

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