MIMJ Portfolio Manager
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About the role
The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Portfolio Manager to solve critical problems for the future of our business, which is why we need you. Job Description: This position supports the Portfolio Management team in the day-to-day implementation of portfolio changes across the firm's fixed income portfolios. The incumbent oversees and monitors operational and compliance aspects associated with the management and trading execution of fixed income securities and derivatives. Individual Responsibilities: - Implement changes in the portfolios and oversee investment process from end-to-end; review cash levels and flows, assist Portfolio Managers in trade allocation, execute trades and oversee foreign currency and interest rate derivative positions - Monitor portfolios to ensure the team's investment strategy is implemented consistently across accounts, maintain oversight of portfolio risk and analyze portfolio performance attribution in relation to market movements and guidelines - Act as first point of contact for Compliance issues raised on portfolios, and associated investigation and escalation Shared Responsibilities: - Attend investment team meetings, compile on-going information about market sentiment and trading environment - Coordinate on-boarding of new accounts - Identify system and application issues and enhancements, and collaborate with IT teams to define requirements and develop enhancements/solutions - Interact directly with portfolio managers on special projects that will drive investment decisions People Leader Role: No Essential Responsibilities
Requirements
- 5-10 years' experience in the financial industry
- Bachelor's Degree in Economics, Finance or related field required. Graduate degree, CFAor progress towards preferred.
- Strong computer skills (Excel, Word, databases) including familiarity with key industry related software and databases
- Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization
- Knowledge of securities and the investment business and ability to apply knowledge to work assignments
- Superior attention to detail, self-motivated and ability to prioritize to ensure tasks are completed within the appropriate timeframe Decision Authorities:
- Use judgement to make recommendations on cash levels and portfolio allocations for consistency across accounts and within guideline compliance
- Create, interpret and maintain reports on portfolio sector, duration, currency, quality and issuer exposures to ensure portfolio management team has a complete view of a portfolio's risk profile
- Devise solutions for any operational or compliance issues raised on portfolios ensure they are resolved in a timely fashion
- Direct internal resources across operations (country openings, derivative usage), compliance (guideline interpretation), legal (investment policy statements, counterparty agreements) and relationship/client reporting teams for the efficient on-boarding of new client accounts
- Analyze market events, portfolio risk and performance attribution and review results with portfolio managers, which may directly impact portfolio investment strategy
- Internal Guidelines about Work from Home:
- Hybrid Model, following Manulife's Working Better guidelines.
- Over time:
- 0-40 hours/month.
- Salary:
- Based on our Work Rules, we will consider your experience, skills and knowledge when we decide the salary.
- Commutation allowance and Variable Incentive Bonus are paid based on our Work Rules.
- Working Hours:
- Standard Working Hours: 9:00am - 5:00pm (Include 1 hour break. Flex-time system available)
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Company Intel
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