Portfolio Manager

Step into a Portfolio Manager role and help shape a high-profile fixed income mandateAbout the OpportunityOur client is a boutique investment management firm with a four-decade track record of delivering disciplined, long-term value investing across equity, fixed income, and balanced mandates. With over $4 billion in assets under management, they provide the agility and focus of a small, specialized team backed by the stability of a large institutional parent company. Their clients include pension plans, foundations, insurance companies, First Nation Trusts, and not-for-profit organizations that rely on their fiduciary discipline, personalized service, and strong governance practices. The firm is deeply committed to responsible investing and sustainability, aligning its strategies with global best practices.Your New RoleAs Fixed Income Portfolio Manager, you will co-manage approximately $800M in Canadian fixed income assets on behalf of institutional and private clients. This is a succession-driven opportunity with a planned retirement, providing valuable overlap for training and knowledge transfer. You will be directly accountable for credit analysis, security selection, yield curve positioning, and duration management, ensuring portfolios deliver strong, risk-adjusted returns relative to benchmarks. In this hands-on role, you will execute trades, oversee day-to-day risk management, and represent the firm in meetings with pension funds, foundations, and other stakeholders. Collaborating closely within a small, high-trust investment team, you will contribute to weekly discussions, cross-asset allocation decisions, and the continued refinement of the firm’s disciplined investment process.What Sets You ApartYou are an experienced fixed income investor with 3–7+ years of buy-side expertise gained in an asset management, insurance, or pension environment. You are either registered or eligible for registration as a Portfolio Manager – Advising Representative with the OSC, with the CFA designation strongly preferred. You bring proven experience in credit analysis, curve positioning, and hands-on trade execution, along with advanced Excel modelling skills and working knowledge of Bloomberg and PC Bond. You are also a confident communicator with the ability to present to boards, committees, and institutional clients, while demonstrating humility, collaboration, and intellectual curiosity within a team setting.What You Can ExpectThis is a rare opportunity to step into the leadership of a large and high-profile fixed income mandate within a boutique environment where your contributions are highly visible. Among a competitive base salary, generous performance & company-based bonuses, and comprehensive benefits, the role offers an opportunity to step into a position where you will receive direct training and mentorship from a professional who is retiring. The position is based in Mississauga with a hybrid flexible schedule of 3–4 days in the office per week. You will benefit from working in a collegial, low-bureaucracy culture that values autonomy, professionalism, and cross-team collaboration.Next StepsIf you are prepared to take on a succession role where you can influence investment outcomes, build lasting client relationships, and step into leadership of a significant fixed income portfolio, meet the qualifications and are motivated by the opportunity to make a meaningful impact, we would be pleased to arrange a confidential conversation. Please submit your application referencing Fixed Income Portfolio Manager in the subject line.