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About the Role
Reporting directly to the Head of Fixed Income, the Corporate Credit Portfolio Manager plays a key role in developing and executing iAGMA’s investment strategy, in accordance with established investment policies and performance objectives. You will serve as a subject matter expert within the Corporate Bond team and work closely with the Government Bond team to support the management and implementation of investment strategies for portfolios totaling $8 billion in assets under management.
Responsibilities
- Assist the Vice President, Portfolio Manager, Corporate Bonds, in managing investment fund mandates
- Generate alpha through relative value (RV) analysis within fixed income portfolios
- Analyze complex investment opportunities sourced from external partners
- Monitor, analyze, and manage various portfolio risk metrics and investment constraints
- Synthesize data from multiple sources to support portfolio reviews and develop macroeconomic and interest rate base-case scenarios
- Manage investment fund cash flows
- Identify and manage key portfolio performance drivers
- Develop models and tools to support and enhance investment decision-making
- Perform scenario analyses and portfolio stress testing
- Review and update investment policies for various clients
- Stay informed of regulatory developments impacting investment activities
- Prepare quarterly portfolio reviews and performance updates for internal and external clients
- Present the Fixed Income team’s market outlook at committees and cross-functional meetings
- Engage with external vendors providing analytics, reporting, and related services while building strong and productive partnerships
- Develop, coach, and mentor team analysts
- Continuously optimize, monitor, document, and improve portfolio management processes
Requirements
- Minimum of 7 years of progressive experience in fixed income portfolio management, specifically in corporate credit within a financial institution
- Holds a professional designation (CFA or CIM), as required for regulatory purposes
- Recognized for their initiative, autonomy, and strong time management and organizational skills
- Excellent communication and interpersonal skills, with the ability to collaborate across teams and build strong external relationships
- Proven ability to create, write, and present clear and compelling investment and strategic materials
- Strong analytical and problem-solving skills, with exceptional attention to detail
- Experience with Python, data warehouses, analytics, and reporting tools (a significant asset)
- Fluent in French and has an advanced level of English, as the role involves daily communication with internal and external clients across Canada
Skills
- Fixed income portfolio management
- Corporate credit
- Relative value (RV) analysis
- Investment opportunity analysis
- Portfolio risk metrics management
- Macroeconomic analysis
- Interest rate scenario development
- Cash flow management
- Portfolio performance driver identification
- Investment decision-making model development
- Scenario analysis
- Portfolio stress testing
- Investment policy review
- Regulatory development monitoring
- Performance reporting
- Market outlook presentation
- Vendor engagement
- Team development and coaching
- Process optimization
- Python
- Data warehouses
- Analytics
- Reporting tools
Location
- Montreal / 1981 McGill College Avenue
- Quebec / 1080, Grande Allee West
- Toronto / 26 Wellington Street East
Work Type
- Hybrid
Experience Level
- Director
- 7 years of progressive experience
Education Level
- Bachelor’s degree in Finance, Economics, Actuarial Science, Mathematics, Computer Science, or a related field
- Master’s degree in a finance-related discipline (asset)
Benefits
- Flexible group insurance
- Competitive pension plan
- Stock purchase plan
- Vacation and wellness/personal development days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
About the Company
- iAGMA is a subsidiary of iA Financial Group.
- iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
- Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
- With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States.
- For over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
- At iA, we’re invested in you.
Equal Opportunity
- At iA Financial Group, we support and celebrate diversity.
- We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
- Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.