indeed
Portfolio Management Analyst-(Hybrid)
Central 1 Credit Union
Toronto, CAN
Full Time
Mid
Hybrid
1 weeks ago
Fixed IncomePortfolio ManagementFinancial AnalysisExcelBloombergVBA
Free
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Fixed IncomePortfolio ManagementFinancial Analysis
About the Role
Central 1 Credit Union is seeking a Portfolio Management Analyst to support the Portfolio Manager in oversight and management of liquidity portfolios. This developmental role focuses on Canadian-dollar fixed-income liquidity portfolios and offers a path to Assistant Portfolio Manager.
Key Skills for This Role
Fixed IncomePortfolio ManagementFinancial AnalysisExcelBloombergVBA
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
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
Full Job Posting
Job Summary
- 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.
- 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.
What you’ll be doing
- 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.
What you’ll have
- 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; experience with Bloomberg is an asset.
- Experience with VBA and Python for data analysis or automation is an asset.
- 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.
- Progress toward the CFA designation is an asset.
Salary range
- CAD 85,000 CAD 110,000
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