Director of Portfolio Management at SLC Management executing investment strategies for Group Benefits and Group Retirement Services. Collaborating with teams to enhance profitability and optimize capital.
Responsibilities
Develop and support the implementation of tactical and strategic investment decisions for the asset portfolios backing liabilities in the Group Benefits and GRS business units within the Canada business group
Work with all existing and new asset classes that comprise the investment portfolio, including public bonds, private fixed income, commercial mortgages, real estate, and other alternative asset classes
Provide investment expertise and educate the business units on unique investment opportunities
Monitor tactical trading opportunities (primarily interest rate and credit) and facilitate execution with the SLC front office teams
Lead portfolio optimization efforts in investment strategy reviews
Support the strategic direction and own the day-to-day management of various risks including interest rate risk, credit risk, currency risk, liquidity and collateral risk in the Group portfolios
Prepare and present investment overviews, commentaries and opportunities to internal and external partners
Partner with SLC teams and Client ALM partners to develop innovative solutions for products.
Requirements
5+ years of experience in the investment industry
Knowledge of broad asset classes across the investment spectrum, including fixed and non-fixed income
Understanding of the liability profile for group benefits / annuities businesses
Knowledge of modern portfolio theory and application, including portfolio construction, asset pricing and risk management
Creative, flexible thinker who enjoys exploring new ideas
Problem solver, with demonstrated ability to deliver innovative solutions
Ability to cultivate strong working relationships across various functional areas (SLC, ALM, Treasury, Risk and Finance)
Experience with financial tools or software (i.e. Bloomberg, Blackrock Aladdin, Morningstar Direct)
Excellent communication and written skills.
University degree in finance, business or economics
CFA designation with MBA/MFE (or equivalent) is preferred.
Benefits
Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial
Generous vacation and sick time
Market-leading maternity, parental and adoption leave top up program
A partially-paid sabbatical program
Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
Flexible work environment
Opportunity to work for a growing global institutional asset manager.
Amazing networking potential.
Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S. and more.
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