Generate alpha through relative value (RV) analysis within fixed income portfolios
Analyze complex investment opportunities from external partners
Monitor, analyze, and manage multiple risk indicators and portfolio constraints
Synthesize data from various sources to support portfolio reviews and establish macroeconomic and interest rate base scenarios
Manage investment fund cash flows
Identify and manage key portfolio performance drivers
Develop models and tools to enhance investment decision-making
Perform scenario analysis and stress testing on portfolios
Review and update investment policies for various clients
Stay current on regulatory changes impacting investment activities
Prepare quarterly portfolio reviews and performance updates for internal and external clients
Present the Fixed Income team’s market outlook in committees and cross-functional meetings
Interact with external vendors providing analytics, reporting, and related services, and build strong, productive partnerships
Develop, coach, and mentor team analysts
Optimize, monitor, document, and continuously improve portfolio management processes

Minimum of 7 years of progressive experience in a similar role within a financial institution, ideally in the insurance industry
Bachelor’s degree in Finance, Economics, Actuarial Science, Mathematics, Computer Science, or a related field (or a Master’s degree in a finance-related discipline is an asset)
Professional designation (CFA or CIM)
Extensive experience in fixed income portfolio management
Strong analytical and problem-solving skills with exceptional attention to detail
Initiative and autonomy, with excellent time management and organizational skills
Strong interest in financial markets and macroeconomic dynamics
Good understanding of financial institution operations and best practices
Proven ability to create, write, and present clear and compelling investment and strategic documents
Experience with Python, data warehouses, analytics, and reporting tools (a strong asset)
Fluent in French and advanced level of English as regular communication and presentations are involved with internal and external clients across Canada on a weekly basis.

Director, Portfolio Manager – Fixed Income

Key skills