Associate, Prime Services Capital Introduction - Toronto

Requisition ID: 222434

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!

Purpose:

Prime Services Capital Introduction works with Canadian and global fund managers to support their asset growth. The team:

• Helps our prime brokerage clients to raise their profile and attract capital with investor events and making appropriate introductions to Canadian institutions, family offices, and HNW retail advisors;
• Delivers top-tier customer service and communication by providing valuable industry and investor intelligence to assist clients in developing capital-raising and marketing plans;
• Integrates with GBM and Wealth Management to identify opportunities for collaboration and cross-selling;
• Develops and maintains trusted relationships with a broad range of Canadian allocators including institutional investors, pensions, endowments, retail financial advisors and family offices.

As a key member of the Capital Introductions team, this position reports to the Director, Prime Services Capital Introduction (Canada).

The candidate is responsible for supporting the asset growth of our highest-value hedge fund and alternative mutual fund clients, as well as understanding client needs to provide effective investor introductions. The candidate is expected to identify new investor relationships in retail and institutional channels and to strengthen existing institutional investor relationships in Canada.

What You'll Do:

• Maintain Capital Introduction plans for priority clients
• Profile hedge and alternative mutual fund managers to new and existing investor relationships in Canada
• Assist with the execution of Capital Introduction events featuring PMs at our top clients
• Helping global and Canadian managers with investor roadshows and one-off meetings
• Partner with Prime Services Canadian and Global sales teams to ensure Capital Introduction efforts are aligned with business objectives
• Maintain up-to-date records of investor and client meetings and discussions
• Manage our email marketing tool, iTRAC, and use it to track analytics on events, investors and clients
• Provide regular updates to broad Prime Services management and team, including tracking reports
• Monitor industry and investor trends to identify evolving themes and issues
• Know and follow Capital Introduction compliance regulations and procedures
• Contribute to thought leadership publications and events

What You'll Bring:

• Existing hedge fund and investor relationships are an asset
• Understanding of investment allocation and portfolio construction process
• Understanding of hedge fund strategies and risk
• Strategy, marketing and/or communications experience is an asset
• Interest in the hedge fund industry and asset allocation
• Presentation experience is an asset
• Event planning experience is an asset
• Educational Requirements - undergraduate degree, or higher
• Canadian licensing and registration are an asset (CSC, CPH, DLC)
• Chartered Financial Analyst, Chartered Alternative Investment Analyst or Chartered Investment Manager designations are an asset
• Investment industry experience, including hedge fund and alternative mutual fund knowledge. Pre-existing investor and hedge fund relationships are an asset
• Excellent interpersonal and networking skills. Requires the ability to establish and maintain strong relationships with managers and investors.
• A client-centric approach with the ability to identify and understand client requirements and to work with internal groups to deliver effective client solutions
• Experience managing projects and integrating across Scotiabank platforms
• Ability to synthesize and communicate investor and client feedback to internal and external stakeholders
• Database marketing skills
• Motivated self-starter, willing to take initiative to work both independently and as a team member

Work Arrangement:
This position is currently an on-site role, with the expectation that you will work at least 4 days a week in the office. Please note that this is subject to change based on the needs of the business.

Interested?

If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.