Strategic Fixed-Income 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

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.