Senior Portfolio Manager, Customized Portfolio Solutions, Fixed Income

Russell Investments; Toronto; On-site; CAD 125,000 - 151,000; Full time

Job summary

A leading investment firm seeks a Senior Portfolio Manager for Customized Portfolio Solutions focusing on US and Global fixed-income strategies. The ideal candidate will possess strong portfolio management experience and collaborate with various teams to enhance investment strategies, ensuring performance aligns with client goals.

Qualifications

• 6-8+ years of experience in portfolio management or equivalent asset management roles.
• In-depth knowledge of fixed-income markets and capital markets.
• Proven ability to build trusted relationships with clients.

Responsibilities

• Lead efforts in managing and trading fixed-income portfolios.
• Collaborate with clients to develop tailored investment solutions.
• Communicate investment strategies and methodologies.

Skills

Analytical skills

Problem-solving skills

Communication skills

Organizational skills

Education

Bachelor's degree in Business, Finance, Economics

CFA charter holder or progress toward CFA designation

Tools

Bloomberg

Excel

Job description

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Business Unit:

Investment Division

Job Description:

As a Senior Fixed Income Portfolio Manager within the Customized Portfolio Solutions team of our Investment Division, you will lead and contribute to the development and implementation of investment strategies that align with fund objectives and portfolio guidelines.

The role will focus on a broad range of US and Global fixed income strategies, covering Corporate, Government, and Inflation-Linked assets, in both passive factor and model-driven structures. You will play a key role in leading investment strategy efforts and trade execution, contributing to the overall success of the team.

You will collaborate with traders, portfolio managers, street-side coverage, and IT staff, while also acting as a subject matter expert for internal and external clients. We are looking for candidates who thrive in collaborative, dynamic environments and are ready to make meaningful contributions to our growing team.

Your Core Responsibilities:

• Lead efforts in managing and trading a variety of fixed-income portfolios, ensuring solid benchmark-relative performance within regulatory and client-specific guidelines
• Collaborate with clients and prospective clients across North America to develop tailored investment solutions and support business growth initiatives
• Contribute to idea generation, strategy formulation, and trade execution within the team, working closely with Research teams and internal business partners
• Communicate investment strategies and portfolio methodologies through a variety of mediums, working with client relationship managers, sales teams, clients, and client advisers
• Implement improvements in portfolio management processes, including trading practices, portfolio analysis, scenario analysis, and performance reporting
• Provide insights on credit decisions and identify opportunities with new security types
• Prepare reports, presentation materials, and qualitative performance narratives for internal and external stakeholders
• Take on special projects as identified to support business objectives
  
  

Your Expertise/Requirements:

• 6-8+ years of experience in portfolio management or equivalent asset management roles, or cumulative relevant experience
• Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent practical experience in investment or financial markets
• In-depth knowledge of short-term capital markets, fixed-income markets, money market funds/securities, economic analysis, and the US regulatory environment
• Proficiency in Bloomberg and Excel.
• Strong problem-solving and analytical skills, with the ability to evaluate issues holistically and offer strategic solutions
• Proven ability to build trusted relationships, collaborate within a team, and interact thoughtfully with clients and colleagues
• Excellent organizational skills, with the ability to prioritize tasks and meet deadlines
  
  

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, preferred but not required.
• ETF management experience is a plus.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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