Portfolio Manager

Jobtailor; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

Central 1 Credit Union in Ontario seeks a senior portfolio manager to lead the Securities Portfolio, drive returns and ensure liquidity to support strategic activities.

You will apply CFA expertise and deep knowledge of fixed income and derivatives, perform rigorous data analysis, and integrate ESG factors within the investment process while ensuring regulatory compliance across IFRS and Basel III. Collaboration across departments and committees is essential.

Qualifications

• FCA designation and advanced degree in Finance or MBA.
• 5+ years in financial management with fixed income and derivatives experience.
• Strong quantitative, analytical, and data analysis skills.
• Ability to manage risk/return of a large investment portfolio.
• Experience integrating ESG factors into investment processes.

Responsibilities

• Provide financial return for the organization while also providing liquidity to support Central 1's business activities.
• Develop and execute strategies to enhance returns across Central 1's Securities Portfolio.
• Outperform the benchmarks established for the Portfolio.
• Prepare and deliver reports, presentations, analysis and commentaries detailing historic performance, strategies, opportunities and risks for the ALCO, MRC, ELT and Board Risk Committee.
• Ensure the portfolio is structured and managed within policy constraints and regulatory requirements.

Skills

CFA designation

Fixed income

Derivatives trading

Data analysis

Communication skills

Strategic problem solving

Relationship building

Self-motivated

Education

Bachelor's or Master's in Finance

CFA designation

Tools

Bloomberg

CanDeal

MS Excel

MS PowerPoint

Job description

• Provide financial return for the organization while also providing liquidity to support Central 1's business activities
• Develop and execute strategies to enhance returns across Central 1's Securities Portfolio
• Outperform the benchmarks established for the Portfolio
• Prepare and deliver reports, presentations, analysis and commentaries detailing historic performance, strategies, opportunities and risks for the ALCO, MRC, ELT and Board Risk Committee
• Ensure portfolio meets day-to-day and long-term liquidity needs
• Support and refine Central 1's approach to incorporating Environmental, Social and Governance (ESG) factors into the investment process
• Ensure all account documentation and actions taken meet with Central 1 and external regulatory compliance requirements
• Ensure the portfolio is structured and managed within the parameters outlined in the Credit and Counterparty Risk Policy, Market Risk Policy, Investment Standard and Liquidity and Funding Policy
• Review and respond to risk management reports
• Respond to credit union inquiries as subject matter expert

Requirements

• Undergraduate or Master's degree in Finance and/or Business Administration and a Chartered Financial Analyst (CFA) designation
• 5+ years financial management experience with excellent understanding of fixed income and derivative markets
• Strong quantitative techniques, analytical skills, data analysis and significant trading experience relating to fixed income securities and financial derivatives
• The ability to prudently manage the risks and returns of a large investment portfolio
• Proven background in delivering strong, sustainable returns
• Operational understanding of financial accounting, including implications of International Financial Reporting Standards and Basel III Capital and Liquidity Rules
• Experience working with credit unions and/or within the credit union system an asset
• Strong competency in MS Office, with particular attention to Excel and PowerPoint
• Advanced experience and fixed income specific skills with Bloomberg and CanDeal
• Excellent verbal and written communication skills are required
• Must display an understanding of capital markets etiquette and a keen sense toward building relationships with financial and market professionals
• Cross-department and divisional interaction required
• Strategic problem solver with practical bias to drive impact
• Self-motivated, intellectually curious, and committed to continuous process improvement, learning and professional development
• The ability to concurrently manage a variety of tasks is essential to the successful execution of the job requirements

Core Competencies

Demonstrates expertise in financial management, particularly in fixed income and derivative markets, while effectively managing risks and returns of investment portfolios. Proficient in data analysis and reporting, with a strong focus on compliance with regulatory standards and capital markets etiquette.

Highest-signal resume keywords

• Chartered Financial Analyst (CFA)
• Financial Management Experience
• Fixed Income Securities Expertise
• Data Analysis Skills
• MS Office Proficiency

ATS Optimization Keywords

Hard Skills

• Financial Management
• Quantitative Techniques
• Analytical Skills
• Trading Experience
• Risk Management
• Financial Accounting
• International Financial Reporting Standards
• Basel III Capital Rules
• Investment Portfolio Management
• ESG Factors Integration

Soft Skills

• Excellent Communication Skills
• Strategic Problem Solver
• Self-Motivated
• Intellectually Curious
• Relationship Building

Certifications & Qualifications

• Undergraduate or Master's Degree in Finance
• Chartered Financial Analyst (CFA)

Industry Keywords

• Fixed Income Markets
• Derivative Markets
• Credit Union System
• Regulatory Compliance
• Liquidity Management

Tools & Technologies

• Bloomberg
• CanDeal
• MS Excel
• MS PowerPoint