What are the responsibilities and job description for the Portfolio Manager position at Leader Capital Corp?
Position Overview
We are seeking a seasoned Portfolio Manager to lead the investment strategy, execution, and performance management of two fixed income mutual funds. The ideal candidate will have extensive experience managing multi-sector bond portfolios, a proven record of consistent alpha generation, and deep understanding of interest rate risk, credit analysis, and macroeconomic drivers.
This role offers an opportunity to shape the strategic direction of established funds and collaborate closely with research, trading, and risk teams to deliver superior risk-adjusted returns for investors.
Key Responsibilities
- Portfolio Management:
- Oversee all aspects of portfolio construction and positioning for two fixed income mutual funds.
- Develop and implement strategies that align with each fund’s investment mandate, duration target, and credit risk profile.
- Monitor relative performance versus benchmarks and peers; adjust exposures accordingly.
- Research & Analysis:
- Conduct in-depth analysis of fixed income markets, interest rate trends, and credit sectors.
- Leverage both top-down macroeconomic and bottom-up credit analysis to identify opportunities.
- Partner with internal research analysts to assess issuer fundamentals and sector themes.
- Risk Management:
- Maintain disciplined oversight of duration, convexity, credit quality, and liquidity exposures.
- Ensure compliance with fund prospectus guidelines, risk limits, and regulatory requirements.
- Collaborate with the risk and compliance teams on stress testing and scenario analysis.
- Client & Stakeholder Communication:
- Present fund performance, positioning, and outlook to internal committees, institutional clients, and external platforms.
- Prepare market commentaries, quarterly fund updates, and marketing materials in partnership with distribution teams.
Qualifications
- Education: Bachelor’s degree required; MBA, CFA, or related advanced degree strongly preferred.
- Experience:
- Minimum 5 years of fixed income portfolio management experience, including direct responsibility for mutual fund or institutional mandates.
- Demonstrated success in managing duration, sector allocation, and credit risk in multi-sector bond strategies.
- Skills:
- Deep knowledge of U.S. and global fixed income markets, yield curve dynamics, and credit instruments.
- Strong quantitative and analytical skills with proficiency in Bloomberg, Excel, and portfolio analytics tools.
- Excellent written and verbal communication skills; ability to articulate investment views to sophisticated investors.
- Regulatory: Series 7/63 or equivalent registration preferred
Compensation & Benefits
- Competitive base salary (185,000.00)
- Performance-based bonus
- Comprehensive benefits package (medical, dental, vision, 401(k))
- Professional development reimbursement (CFA dues, continuing education)
- Hybrid work flexibility