Portfolio Management Analyst-(Hybrid)
About The Position
As a member of the Portfolio Management team at Central 1 Asset Management Services (AMS), the Portfolio Management Analyst supports the Portfolio Manager in the oversight and management of the Mandatory Liquidity Pool (MLP) and excess liquidity mandates for several Credit Unions. The role is focused on Canadian-dollar fixed-income liquidity portfolios, investing primarily in High-Quality Liquid Assets (HQLA) on behalf of Central 1 clients. This is a developmental role designed to provide hands-on experience and build core competencies in fixed-income portfolio management, trading, credit analysis, and client relationship management. The position offers a structured growth path, with the opportunity to progress into an Assistant Portfolio Manager role as skills and experience are developed.
Requirements
- Minimum 1–3 years of relevant experience with exposure to financial markets or asset management
- Foundational knowledge of fixed income markets
- Strong analytical and quantitative skills
- Demonstrated ability to interpret financial data
- Proficiency in Excel
- Strong interpersonal skills and ability to work in a team-oriented environment
- High attention to detail and ability to follow directions
- Undergraduate degree in finance, economics, or related field
Nice To Haves
- Experience with Bloomberg is an asset
- Experience with VBA and Python for data analysis or automation is an asset
- Progress toward the CFA designation is an asset
- Willingness and ability to pursue relevant industry registrations or designations as required
Responsibilities
- Assist in monitoring and analyzing fixed income portfolios, including performance, positioning, and risk metrics
- Support research on market conditions, sectors, and issuers to inform investment decisions
- Assist in preparing trade analysis, summaries, and required documentation for execution
- Monitor market activity, including pricing, liquidity, and relevant developments
- Support credit monitoring by tracking rating agency actions, news, and financial results
- Prepare regular portfolio reports, dashboards, and analytics for internal and client use
- Assist in maintaining and improving reporting processes and analytical tools
- Collaborate with internal stakeholders, including Operations, Risk, and Treasury Services
- Assist in preparing materials for client meetings and presentations
- Respond to routine inquiries with guidance from senior team members
Benefits
- Work-life flexibility
- Hybrid work environment
- Variable annual incentive plan
- Generous annual vacation allotment
- Top-notch flexible benefits plan including family building and gender affirmation
- Retirement Plan, matched contributions at 6%
- Access to a learning platform and educational assistance support
- Access to a virtual wellness platform
- Career development opportunities
- Wellness Flex Fund to support personal interest and activities
- Day off to volunteer in your community and other paid time off options
- Corporate discounts subject to employment agreement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
