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Portfolio Manager

Full Time | Toronto

Responsibilities

  • Conducting market, sector, and company analyses of all sectors and/or companies as determined by the Head of Research, and which may change over time. 
  • Analyzing existing portfolio positions, new issue transactions/primary market offerings, or proposals.
  • Determining interest in new bond issuance, secondary market trade ideas based on fundamental and/or technical factors across all asset classes of loans, debt, and equity, where relevant.
  • Producing both qualitative and quantitative proprietary analysis.
  • Hosting management calls/meetings, attending conferences, speaking with sell-side analysts and/or sales/traders, rating agency analysts, regulators, sector specialists, and consultants where necessary.
  • Assigning internal ratings, target prices/yields/spreads, analyzing and recommending position sizes and catalysts for future investments/divestments, as well as analysis of ESG factors within your coverage strata and other developing drivers that may emerge.
  • Providing investment ideas in both the cash and derivatives markets, primarily in Canada, the U.S., and Europe.
  • Preparing presentations for the investment management group and writing research notes on sector or company-specific themes.
  • Collaborating with other members of the RPIA execution, research, structuring, and quantitative portfolio management teams.

Critical Competencies

  • Operational Excellence – Has strong knowledge of ethical standards, due diligence, quality assurance, and control principles with the confidence to uphold RPIA's control and service standards.
  • Technical Knowledge – Possesses and demonstrates technical knowledge of global fixed income markets, both on the cash and derivative side, portfolio construction, quantitative bond analysis and portfolio metrics is required in this role. Programming and mathematical skills will be considered an asset.
  • Persistence & Motivation – A self-starter who can analyze the market thoroughly and ensure professional execution of trades.

  • Integrity – Proactive, positive, professional who takes ownership of the role & responsibilities, understands the importance of utmost confidentiality, and furthers RPIA’s reputation in all your actions.

Requirements

  • At least five (5) years of fixed income or equity investment experience
  • At least three (3) years of experience in an investment decision-making role is required
  • Industry expertise in the Technology, Media, Telecommunications (TMT) sector and/or Healthcare sector
  • University degree with high academic standing
  • Financial and accounting foundation is a must
  • CFA or CIM, and other minimum criteria for registration with Canadian securities regulators is required
  • Experience in bond execution and trading, portfolio construction theory
  • Experience in portfolio construction and managing a fixed income portfolio
  • Focus will be on North American and European investment grade and high yield” markets
  • Candidate must be a self- starter with a sound technical and fundamental credit background 

Additional Information:

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

  • Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits. 
  • Homewood Health Employee and Family Assistance Program to support mental well-being and extends to all family members in your household.
  • Opportunities for professional and personal growth through:
  • Cross-functional Mentorship Program
  • Internally curated Leadership Skills training program 
  • Community outreach opportunities organized through our volunteer-led Allyship and Social committees.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [email protected] if you require accommodation during the recruitment process.

Our culture is defined by our five core values: excellence, partnership, transparency, integrity, and community. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 120 employees and $18 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.

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