Assistant Portfolio Manager, Core Fixed Income

2 weeks ago


Guelph, Canada Addenda Capital Full time

City:

- Guelph, ON
- Status:

- Permanent, Full-time

**Who we are**

Addenda Capital is a privately-owned investment management firm that favours a sustainable approach to wealth creation. The company offers a stimulating, positive and open-minded environment where integrity, collaboration and diversity are valued. Addenda integrates ESG (Environmental, Social and Governance) factors into most of its investment and stewardship activities to enhance its clients’ long-term performance and to promote sustainable development for society.

**What is the Opportunity**

Reporting to the Vice-President, Fixed Income and Co-Head, Corporate Bonds, you will assist in developing and implementing the investment strategy for the Core fixed income team. You will be responsible for supporting Portfolio Managers in the day-to-day trading, portfolio construction and risk management across a variety of mandates. You will provide support and advice for the bond administration process, for the marketing and client service teams, and perform other corporate functions as required.

**What you will do**
- You work within a team environment to develop the ongoing fixed income strategy for all Addenda Core Fixed Income Investment clients;
- You contribute to the management of all Core fixed income portfolios across a variety of Canadian fixed income securities;
- You help ensure that the portfolio strategy and risk allocation is adhered to, across portfolios;
- You participate in weekly tactical fixed income meetings, and quarterly forecast and strategy meetings;
- You contribute to corporate credit research and participate in corporate strategy;
- You execute trades on fixed income securities;
- You contribute to reporting requirements for specific clients and help as needed for reporting;
- You provide direction and support to the Operational team on securities information and trade issues as required for the bond portfolio;
- You represent Addenda’s Core Fixed Income team appropriately in various functions when liaising with clients and the investment community (e.g. CFA Institute, Investment Dealers).

**What you will need to succeed**

**Experience and Knowledge**
- You have a university degree;
- You have the CFA designation;
- You have three (3) to seven (7) years of experience in fixed income trading, risk management and/or portfolio construction;
- You have knowledge of financial information systems and sources such as Bloomberg and Excel.

**Skills and Abilities**
- You have a rigorous, disciplined and analytical approach;
- You have the ability to quickly analyze and interpret a high volume of information;
- You have the ability to organize, prioritize and accomplish different tasks;
- You excel in a collaborative, team-oriented work environment;
- You demonstrate a high degree of initiative, leadership and resourcefulness;
- You have strong oral and written communication skills.


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