Director, Portfolio Manager, General Funds

iA Financial Group (Industrial Alliance); Quebec; On-site; CAD 150,000 - 250,000; Full time

Job summary

A leading financial management group in Quebec is seeking a Senior Director, Portfolio Manager to join their high-performance team. In this role, you will manage diverse portfolios, engage in strategic initiatives, and contribute to the company’s growth. The ideal candidate will have substantial experience in financial markets, strong communication skills, and a passion for delivering excellent performance.

Qualifications

• Minimum 15 years' experience in financial markets.
• Knowledge of managing portfolios including derivatives.
• Self-reliance, service mentality and drive to excel.

Responsibilities

• Manage portfolios incorporating multiple asset classes to match liabilities and generate returns.
• Ensure portfolios meet client objectives and risk appetite.
• Make presentations to clients and senior management.

Skills

Communication

Portfolio Management

Asset-Liability Management

Presentation Skills

Financial Analysis

Education

Bachelor's degree in Finance, Accounting, Actuarial Science, Economics

CFA Charter

Graduate degree

Job description

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 Senior Director, 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 Senior Director, 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.