Portfolio Manager-(Hybrid)
Core
Oversee a $6 billion Treasury Securities Portfolio, managing Canadian and U.S. dollar investments to support liquidity needs and drive financial performance.
Role type
Senior IC portfolio manager (fixed income)
Builds
Treasury Securities Portfolio for a credit union cooperative
Domain
Financial services / Fixed income / Credit unions
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Fixed income securities trading, Financial derivatives, Risk management, Portfolio construction, Liquidity management, ESG integration, Regulatory compliance (Basel III, IFRS), Data analysis, Strategic planning
Preferred skills
Credit union system experience, CFA designation, Master's degree in Finance/Business Administration
Technologies
Bloomberg, CanDeal, MS Excel, MS PowerPoint
Responsibilities
Develop and execute investment strategies to enhance returns and outperform benchmarks, Prepare and deliver performance reports and risk commentaries for ALCO and Board committees, Ensure portfolio meets day-to-day and long-term liquidity needs, Review and respond to risk management reports, Support credit union inquiries as subject matter expert, Ensure all actions meet regulatory compliance requirements
Seniority
Senior, hands-on IC