As an Associate Portfolio Manager you will be instrumental in helping to construct Stable Value portfolios and contribute to the portfolio management investment process through research, modeling and participation in team meetings. You will also support client servicing needs associated with account assignments. In addition, this role will focus on the development of stable value knowledge in addition to fixed income portfolio management skills.
Please note, for applicants with advanced qualifications, management of underlying fixed income portfolios may also be applicable.
What you would be responsible for:
Assist with the fulfillment of all investment duties in accordance with the investment process and applicable client and other relevant guidelines.
Add value to portfolios through independent research, modeling, and participation in team meetings
Monitor daily liquidity position and monitor for trends.
Optimize wrap contract coverage for fixed income investments.
As needed, assist Client Portfolio Managers fulfill client requests, attend client meetings, review IMA documents and other related client support functions.
Aid in the development and presentation of client and prospect materials.
Develop understanding of fixed income portfolios utilized in stable value strategies with potential for management of strategies dependent on appropriate skillset.
Contribute to all aspects of investing including market monitoring, strategy assessment, strategy proposals, investment guideline development, interactions with compliance teams, and communication of investment strategy to client and consultant facing teams
Additional duties and opportunities for development as required
Experience you bring:
Bachelors Degree in a related discipline
Completion of the CFA an asset
Five or more years' experience with fixed income or stable value asset class
Experience with Fixed Income portfolio analytic tools
Experience or willingness to learn advanced analytic tools
Excellent Client Service both internal and external
Proven teamworking and collaboration
Embraces change and personal development
Delivers professional standards
Seniority level
Associate
Employment type
Full-time
Job function
Analyst and Other
Industries
Financial Services
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