Client Portfolio Manager, Fixed Income

Penderfund Capital Management; Toronto; On-site; CAD 150,000 - 180,000; Full time

Job summary

An established investment firm is seeking a Client Portfolio Manager specializing in Fixed Income. This role is pivotal in leading the commercialization of investment strategies while fostering client relationships. The ideal candidate will possess extensive experience in asset management, particularly in fixed income, and demonstrate exceptional communication skills. You'll collaborate with various teams to deliver insights and support sales efforts, ensuring client satisfaction and retention. Join a dynamic team dedicated to equity, diversity, and inclusion, where your expertise will directly contribute to the firm's growth and success.

Benefits

Competitive Salary

Bonus Package

Benefits Package

Collaborative Team Environment

Qualifications

• 5+ years of relevant experience in asset management.
• Bachelor’s degree, CFA designation preferred.

Responsibilities

• Deliver communication and thought leadership plans.
• Support the retail sales/client service process.

Skills

Asset Management Experience

Fixed Income Investments Knowledge

Client Relationship Management

Presentation Skills

Time Management

Strategic Thinking

Education

Bachelor's Degree

CFA Designation

Job description

PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 80 people by seeking out and hiring the most qualified, talented, and experienced people.

We are seeking a Client Portfolio Manager, Fixed Income to lead the commercialization of the suite of Pender Fixed Income strategies. This role requires a deep understanding of Pender’s products as it supports both internal and external stakeholders. The successful candidate will have experience in developing thought leadership and supporting sales teams in building and maintaining client relationships. This role will be based out of Vancouver or Toronto and will report to the CEO.

Main Responsibilities Include:

• Deliver and execute communication and thought leadership plans, collaborating with portfolio managers, sales, marketing and product teams.


• Provide support to the retail sales/client service process by presenting portfolio updates.


• Provide technical sales support for current and prospective clients, providing expertise on the product lineup and ensuring clear communication that results in client retention and sales conversion.


• Provide guidance and insight to support the internal department in their development of external collateral and commentary for existing clients and prospects.


• Support the investment strategy content and due diligence, contributing to DDQ’s and RFI’s.


• Act as an extension of the Fixed Income Investment team, acting as a thought partner and intermediary between the Fixed Income team and internal departments.


• Support and retain existing clients by attending in person meetings, conference calls and investment meetings as needed in place of portfolio managers.

Skills and Qualifications:

• 5 + years of relevant experience in asset management.


• Robust understanding of fixed income investments and experience in client facing roles.


• Bachelor’s degree, CFA designation preferred.


• Portfolio Management experience an asset.


• Excellent presentation and communication skills.


• Exceptional client service/relationship building skills.


• Strong time management and organizational skills.


• Team player.


• Ability to think strategically and independently.

What’s in it for you?

• Competitive salary, bonus and benefits package.


• Opportunity to be part of a talented, collaborative and growing team.

We are sharing that the estimated salary range for this position is $150,000 - $180,00per year.In determining final salary, Pender considers many factors including the candidate’s qualifications,relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package.

Our commitment to equity, diversity and inclusion:

Pender is committed to creating and maintaining a workplace that recognizes and values differences. It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training, or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.

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