Portfolio Manager, LDI

Posted 12 May 2023

Portfolio Manager, LDI at Manulife

Wealth Management Full-time Montreal

Experience: Senior-Level
Education Required: Degree in finance, financial engineering, actuarial science, or a quantitative field.
CFA completed or in progress
Salary Range: Not Specified

Close date: 15 June 2023

Apply now

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Position Description

Job Description

The Portfolio Manager, LDI, works and collaborates with other Portfolio Managers within the Multi-Assets Solutions Team. The Team manages over 180 billion$ in assets globally across many strategies. The Portfolio Manager, LDI is responsible for managing LDI (liability-driven investment), systematic beta ETF and Index portfolios.


  • Manage LDI (liability-driven investment), systematic beta ETF and Index portfolios
  • Collaborate with other Portfolio Managers, credit analysts and ESG analysts to monitor fixed income and credit markets
  • Collaborate with Traders to ensure best execution
  • Present and explain portfolio performance and return attribution
  • Present investment strategies in front of colleagues, clients, consultants, and prospects
  • Collaborate with Financial Engineering and IT teams to build, improve, maintain, and update market monitoring and portfolio management tools and functions (Microsoft Excel and/or Bloomberg).
  • Produce and maintain up-to-date documentation of processes, procedures, methodologies, and models.
  • Perform ad hoc analyses and participate to projects as required.

Required Skill / Experience


  • Degree in finance, financial engineering, actuarial science, or a quantitative field.
  • 5 years or more experience
  • Experience in credit or fixed income analysis an asset
  • CFA completed or in progress
  • Deep knowledge of Microsoft Excel and VBA, knowledge of Bloomberg an asset
  • Programming knowledge in Python an asset
  • Strong analytical and communication skills.
  • Great teammate.
  • Can work under pressure.
  • Dedicated to continuous learning.
  • Organized with attention to detail.
  • Bilingualism (English & French).

What motivates you?

  • Obsessing about customers, listening, engaging and act for their benefit.
  • Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

Our commitment to you

  • Values-first culture
  • We lead with our Values every day and bring them to life together.
  • Boundless opportunity
  • We create opportunities to learn and grow at every stage of your career!
  • Continuous innovation
  • We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
  • We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
  • We build a business that benefits all collaborators and has a positive social and environmental impact.

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