Job Description
Title: Senior Manager, Portfolio Insights and Analytics – Toronto Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose The Senior Manager, Portfolio Insights & Analytics contributes to the overall success of the Global Portfolio Insights and Analytics team (GPIA) within Global Investment Solutions (GIS), ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team’s and broader GIS global mandates and objectives. Ensures all activities conducted in adherence with governing regulations, internal policies, and procedures.
Proposal services for OCIO/ UHNW/GFOG and RFP offering for domestic and international wealth channels
Lead and/or support the end-to-end UHNW proposal and reporting services offered to Advisors and Relationship Managers.
Collaborate with internal partners including Global Knowledge Centres (GKC), Advisors,...
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose The Senior Manager, Portfolio Insights & Analytics contributes to the overall success of the Global Portfolio Insights and Analytics team (GPIA) within Global Investment Solutions (GIS), ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team’s and broader GIS global mandates and objectives. Ensures all activities conducted in adherence with governing regulations, internal policies, and procedures.
Proposal services for OCIO/ UHNW/GFOG and RFP offering for domestic and international wealth channels
Lead and/or support the end-to-end UHNW proposal and reporting services offered to Advisors and Relationship Managers.
Collaborate with internal partners including Global Knowledge Centres (GKC), Advisors,...