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Portfolio Management Analyst-(Hybrid)

Central 13 days ago
Hybrid
Mid Level
Full-Time

Top Benefits

Work-life flexibility
Variable annual incentive plan
Annual vacation allotment

About the role

Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada. For more information, visit www.central1.com. What we offer: 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, matched contributions at 6% Access to a learning platform and educational assistance support 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 and other 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 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 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 salary represents the 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 Central 1 does not use Artificial Intelligence (AI) technology to screen, assess, or select applicants during our recruitment process. This job posting is for an existing, specific vacancy within our organization. All applications will be considered exclusively for the position described in this posting. Central 1 is an equal opportunity employer and committed to building an inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We welcome all applicants to join our diverse workforce and we will provide an accessible candidate experience including, but not limited to accommodations to interview sites and alternate formats upon request to our Recruitment team. Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada. For more information, visit www.central1.com. Our total rewards package goes beyond what goes into your credit union account. For eligible employees, we offer a comprehensive compensation structure consisting of a competitive base salary and individual and company-wide annual incentive, matched contributions for your retirement plan and a top-notch benefits plan. Beyond the numbers, we think about you as a person, offering work-life flexibility, career development opportunities and a day off to volunteer in your community. Central 1 is committed to building a diverse and inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We are welcoming of all applicants and we will provide an accessible candidate experience

About Central 1

Banking

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