Portfolio Management Analyst-(Hybrid)

Central 1 Credit Union

$85K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years of relevant experience in 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; knowledge of Bloomberg, VBA, or Python is a plus
  • Undergraduate degree in finance, economics, or related field
  • Willingness to pursue relevant industry registrations or designations

Responsibilities

  • Assist in monitoring and analyzing fixed income portfolios
  • Support research on market conditions and issuers
  • Prepare trade analysis and necessary documentation
  • Monitor market activity including pricing and liquidity
  • Support credit monitoring and tracking rating agency actions
  • Prepare regular portfolio reports and analytics
  • Collaborate with internal teams for effective operations

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 with matched contributions at 6%
  • Access to a learning platform and educational assistance
  • Virtual wellness platform access
  • Career development opportunities
  • Paid day off for community volunteering
  • Corporate discounts
Full Job Description

What we offer:

  • Work-life flexibility

  • Hybrid workenvironment

  • Variable annual incentive plan

  • Generous annual vacation allotment

  • Top-notch flexible benefits planincluding family building and gender affirmation

  • Retirement Plan, matched contributions at 6%

  • Access toa learning platform and educational assistancesupport

  • 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 andother paid time off options

  • Corporate discounts

*subject to employment agreement

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. 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.

What you9ll 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 you9ll 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

  • Education & Designations

    • Undergraduate degree in finance, economics, or related field

    • Progress toward the CFA designation is an asset

  • Regulatory & Professional Requirements:

    • Willingness and ability to pursue relevant industry registrations or designations as required

    • Maintain awareness of applicable regulatory guidelines and internal policies


Salary range: $85,000-$110,000

The salaryrepresentsthe job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training

#LI-Hybrid

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