Director and Portfolio Manager -Fixed Income

iA Financial Group•Montreal, QC

2d•Hybrid

About The Position

At iAGMA, a subsidiary of iA Financial Group, you will have the opportunity to advance your career in a collaborative, performance-driven environment. Our passionate teams work every day to position iAGMA among the most competitive portfolio managers in the market. Reporting directly to the Senior Director and Portfolio Manager, the Portfolio Manager, Fixed Income plays a key role in developing and executing iAGMA’s investment strategy, in alignment with established investment policies and performance objectives. You will act as a subject matter expert within the Interest Rates team and work closely with the Corporate Bonds team to contribute to the management and implementation of strategies for approximately 16 portfolios totaling $8B in assets under management. You will also be responsible for managing fixed income investment funds. This role offers an excellent opportunity to showcase your skills and fully leverage your potential within a supportive and trusted organization. People and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

A minimum of 7 years of progressive experience in a similar role within a financial institution, ideally in the insurance industry
Holds a 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 (an asset)
Holds a professional designation (CFA or CIM)
Is recognized for strong collaboration and team spirit
Demonstrates extensive experience in fixed income portfolio management
Is known for strong analytical and problem-solving skills with exceptional attention to detail
Shows initiative and autonomy, with excellent time management and organizational skills
Has a strong interest in financial markets and macroeconomic dynamics
Possesses a good understanding of financial institution operations and best practices
Has a proven ability to create, write, and present clear and compelling investment and strategic documents
Is fluent in French and has an advanced level of English, as the role involves regular communication and presentations with internal and external clients across Canada on a weekly basis

Nice To Haves

Has experience with Python, data warehouses, analytics, and reporting tools (a strong asset)

Responsibilities

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