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 portfolio meets day-to-day and long-term liquidity needs

Support and refine Central 1's approach to incorporating Environmental, Social and Governance (ESG) factors into the investment process

Ensure all account documentation and actions taken meet with Central 1 and external regulatory compliance requirements

Ensure the portfolio is structured and managed within the parameters outlined in the Credit and Counterparty Risk Policy, Market Risk Policy, Investment Standard and Liquidity and Funding Policy

Review and respond to risk management reports

Respond to credit union inquiries as subject matter expert

Requirements

Undergraduate or Master's degree in Finance and/or Business Administration and a Chartered Financial Analyst (CFA) designation

5+ years financial management experience with excellent understanding of fixed income and derivative markets

Strong quantitative techniques, analytical skills, data analysis and significant trading experience relating to fixed income securities and financial derivatives

The ability to prudently manage the risks and returns of a large investment portfolio

Proven background in delivering strong, sustainable returns

Operational understanding of financial accounting, including implications of International Financial Reporting Standards and Basel III Capital and Liquidity Rules

Experience working with credit unions and/or within the credit union system an asset

Robust competency in MS Office,



with particular attention to Excel and PowerPoint

Advanced experience and fixed income specific skills with Bloomberg and CanDeal

Excellent verbal and written communication skills are required

Must display an understanding of capital markets etiquette and a keen sense toward building relationships with financial and market professionals

Cross-department and divisional interaction required

Strategic problem solver with practical bias to drive impact

Self-motivated, intellectually curious, and committed to continuous process improvement, learning and professional development

The ability to concurrently manage a variety of tasks is essential to the successful execution of the job requirements

Core Competencies Demonstrates expertise in financial management, particularly in fixed income and derivative markets, while effectively managing risks and returns of investment portfolios. Proficient in data analysis and reporting, with a strong focus on compliance with regulatory standards and capital markets etiquette.

Highest-signal resume keywords

Chartered Financial Analyst (CFA)

Financial Management Experience

Fixed Income Securities Expertise

Data Analysis Skills

MS Office Proficiency

ATS Optimization Keywords Hard Skills

Financial Management

Quantitative Techniques

Analytical Skills

Trading Experience

Risk Management

Financial Accounting

International Financial Reporting Standards

Basel III Capital Rules

Investment Portfolio Management

ESG Factors Integration

Soft Skills

Excellent Communication Skills

Strategic Problem Solver

Self-Motivated

Intellectually Curious

Relationship Building

Certifications & Qualifications

Undergraduate or Master's Degree in Finance

Chartered Financial Analyst (CFA)

Industry Keywords

Fixed Income Markets

Derivative Markets

Credit Union System

Regulatory Compliance

Liquidity Management

Tools & Technologies

Bloomberg

CanDeal

MS Excel

MS PowerPoint

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📌 Portfolio Manager (Toronto)
🏢 Jobtailor
📍 Toronto