Associate Director managing PFI-focused portfolios for a global asset management firm. Supporting senior leadership with portfolio construction, asset allocation, and client mandate execution.
Responsibilities
Conduct and enhance portfolio analytics to support portfolio management decisions and SMA mandate design
Review and assess eligible assets for allocation across funds and SMAs to ensure adherence to credit quality, diversification, and investment guidelines
Take the lead on crafting/assessing content for PFI Portfolio Management client reporting/certification and help review finalized reporting for accuracy
Collaborate with Portfolio Managers, Client Service, and other stakeholders to address client queries and support investor confidence
Identify information required and help coordinate responses for prospect Requests for Proposals (“RFP”)
Lead preparation of quarterly client updates, presentations, and due diligence packages
Work with Portfolio Business Solutions to design user interfaces and build out PFI database tools supporting pipeline and portfolio monitoring needs
Participate in client and prospect meetings to discuss portfolio positioning, performance drivers, and investment pipeline
Requirements
Client-focused and entrepreneurial mindset
Strong analytical, problem-solving, and detail-oriented aptitude
Team player that works well in cross-functional situations
Ability to prioritize work and manage against tight deadlines
Excellent communication skills with ability to explain complex concepts clearly
Understanding of investment grade private credit portfolios and deal types
At least two years of experience at an asset manager, financial institution, or consulting firm
Familiarity with PFI considered a strong asset
University or other post-Secondary education in a relevant field (e.g. Finance, Accounting or Mathematics)
CFA, CIM, CPA or MBA designation considered an asset
Advanced Excel and PowerPoint skills required; Bloomberg and Aladdin considered an asset
Benefits
Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time
Market-leading paid family, parental and adoption leave
A partially-paid sabbatical program
Medical plans
Company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
Opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running
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