Client Portfolio Manager

Client Portfolio Manager

Location: Hybrid, Quebec

Empire Life is looking to hire a Client Portfolio Manager to join our Investments team!

Why pursue this opportunity

Our mission - Provide expertise and intelligent solutions to help Canadians navigate life with confidence.

The role - this is a new position and your chance to join a growing team, while being provided the opportunity to make an impact.

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

What you’ll be working on

• Provide leadership and insight by effectively collaborating with our Distribution Partners and our sales team on Empire Life funds and performance

• Represent the investment strategies by maintaining a strong understanding of the team holdings, portfolio activity, performance analytics and positioning

• Ensure Empire Life’s Investment strategies are effectively represented in the marketplace

• Proactively partner with Empire’s sales team to ensure a high degree of engagement with our most significant clients

• Collaborate with Product Managers and the Investment Management team to maintain brand integrity across all channels

• Develop and deliver presentations, market data research, and competitive analysis; provide guidance and feedback to the Investment Team members on presentations including content, positioning, tone and audience factors

• Reconcile and measure returns against benchmarks and third party performance

• Conduct due diligence and monitor activities of the Empire Life portfolio to determine performance and make recommendations to the Investment Team

• Monitor significant events such as changes in market conditions, government regulations, etc. and develop a risk assessment plan

• Build and maintain strong relationships with Sales Leadership and Sales teams

• Act as the primary contact for Investment Team requests, such as information and speaking engagements; ensure resources, information and messages are communicated in an efficient and effective manner

• Ensure that relevant investment insights of the portfolio management team are delivered internally and externally in a timely manner via national conference calls, sales team meetings, videos, blogs and other media

• Partner with the Marketing team to ensure the correct editorial approach is taken

• Provide leadership, in conjunction with the CIO with respect to business plans for the team’s investment disciplines

• Share the responsibility with the Investment Analytics team to effectively oversee brand integrity across all channels and geographies

• Respond to investment-related questions from internal and external sources

• Supervise, coach and mentor team members; identify employee training and development needs; participate in the hiring and employment processes for team members; set employee goals and objectives, manage employee performance

What we’re looking for you to have

• Bilingualism (French & English) is required

• 10+ years work experience as a Portfolio Manager or Representing Portfolio Managers

• Chartered Financial Analyst (CFA) designation

• Demonstrated experience effectively engaging Investors

• Knowledge of bonds, equities, money market and currencies

• Strong understanding of industry, competitors, investment management principles

• Completion of a University degree

• Proven due-diligence experience is essential

• Ability to build and maintain strong relationships

• Well-developed ability to deliver presentations to a diverse audience

• Well-developed communication, negotiation, and persuasion skills

• Well-developed strategic planning capability

• Ability to translate research and data into sales ideas

• English is required for communicating with English speaking customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases

• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions

• Competitive uncapped commission, for sales positions

• A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account

• Flexible work arrangements and an annual allotment of personal health days.

• Four weeks annual vacation from hire date

• A defined contribution pension plan with generous employer matching

• Top up programs for parental leave and compassionate leave

• Employer-sponsored wellness and recognition programs

• A cash employee referral program