Senior Portfolio Manager, Customized Portfolio Solutions, Fixed Income

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

Job summary

A leading financial organization is seeking a Senior Portfolio Manager specializing in Customized Portfolio Solutions for Fixed Income in Toronto. The ideal candidate will lead efforts managing fixed-income portfolios, collaborate with clients to develop investment strategies, and improve portfolio management processes. This role requires a Bachelor's degree in Finance and extensive experience in portfolio management, offering a competitive salary reflecting the expertise needed.

Qualifications

• 6-8+ years of experience in portfolio management or equivalent asset management roles.
• In-depth knowledge of short-term capital markets and fixed-income markets.
• Proven ability to build trusted relationships and collaborate within a team.

Responsibilities

• Lead managing and trading of fixed-income portfolios.
• Collaborate to develop tailored investment solutions.
• Communicate investment strategies to stakeholders.

Skills

Problem-solving

Analytical skills

Collaboration

Organizational skills

Education

Bachelor's degree in Business, Finance, Economics

Tools

Bloomberg

Excel

Job description

Job Listing Summary

Senior Portfolio Manager, Customized Portfolio Solutions, Fixed Income

Location: Toronto, Canada

Organization: RIM Russell Investment Management, LLC

Date Posted: June 20, 2025

Key Responsibilities

• Lead efforts in managing and trading a variety of fixed-income portfolios.
• Collaborate with clients across North America to develop tailored investment solutions.
• Contribute to idea generation, strategy formulation, and trade execution.
• Communicate investment strategies and portfolio methodologies to various stakeholders.
• Implement improvements in portfolio management processes.
• Provide insights on credit decisions and identify opportunities with new security types.
• Prepare reports and presentation materials for internal and external stakeholders.
• Take on special projects to support business objectives.

Required Experience

• 6-8+ years of experience in portfolio management or equivalent asset management roles.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• In-depth knowledge of short-term capital markets and fixed-income markets.
• Proficiency in Bloomberg and Excel.
• Strong problem-solving and analytical skills.
• Proven ability to build trusted relationships and collaborate within a team.
• Excellent organizational skills.

Preferred Qualifications

• CFA charter holder or progress toward CFA designation.
• Experience in cash or enhanced cash portfolio management.
• Familiarity with the municipal bond market.
• Experience with AXIOMA or other analytic and programming tools.
• ETF management experience is a plus.