Director, Portfolio Manager, General Funds

iA Financial Group; Montreal; On-site; CAD 120,000 - 180,000; Full time

Job summary

iA Financial Group is seeking a Portfolio Manager to join its dynamic team in Montreal. This role involves managing diverse portfolios, ensuring client objectives are met, and participating in strategy development. The ideal candidate has a Bachelor's degree, CFA Charter, and extensive experience in financial markets, along with exceptional communication and presentation skills.

Qualifications

• Minimum 15 years' experience in financial markets.
• Knowledge of asset-liability management desirable.
• Experience in managing portfolios including derivatives.

Responsibilities

• Manage portfolios incorporating multiple asset classes.
• Ensure portfolios meet internal client objectives.
• Monitor economic and financial trends affecting portfolios.

Skills

Communication

Presentation

Self-reliance

Service mentality

Drive to excel

Education

Bachelor's degree in finance, accounting, actuarial science, or economics

CFA Charter

Graduate degree

Job description

Job Description

Would you like to join one of the largest portfolio management groups in Quebec? iA Global Asset Management offers you a stimulating career as well as opportunities to continually develop and perfect your knowledge.

Do you dream of a professional future in which you will have a significant impact on the management of general fund portfolios? The general funds portfolio management team is looking for a Portfolio Manager to join a dynamic, high-performance team.

Are you known for your communication skills? Are you looking for new and stimulating challenges? Are you looking to deliver a high level of performance? This position is for you!

What does a portfolio manager do as part of the team?

• Manage portfolios incorporating multiple asset classes to effectively match liabilities while generating a competitive return.

• Ensure that portfolios meet internal client objectives while respecting their constraints and risk appetite and tolerance.

• Make various presentations for mandates under management, including presentations to clients and senior management (Board of Directors and Investment Committee).

• Participate in the development, implementation and updating of investment strategies and policies

• Monitor economic and financial trends and assess potential impacts on portfolios

• Participate in the development of new products

• Work closely with specialized asset class teams, as well as with various corporate departments (actuarial, accounting, tax, risk management, legal).

• Contribute to strategic corporate initiatives aimed at supporting the company's growth

• Keep abreast of changes in the regulatory environment.

What you need:

• Bachelor's degree in finance, accounting, actuarial science, economics or related disciplines

• CFA Charter or equivalent

• Graduate degree an asset

• Minimum 15 years' experience in financial markets

• Knowledge of asset-liability management desirable

• Experience in managing portfolios including derivatives

• Excellent communication and presentation skills

• Self-reliance, service mentality and drive to excel

• Advanced knowledge of the English language, as the individual will be required to communicate orally and in writing with unilingual English internal and external partners across Canada on a daily basis via email, virtual meetings and the production of English-only content.

Location(s) Québec, Québec Other Possible Location(s) Montreal, Quebec, Toronto, Ontario
Company Industrial Alliance Investment Management Inc. Posting End Date 2025-06-30 Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.