Central 1 Credit Union
• $85K — $110K *Qualifications
Responsibilities
Benefits
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
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