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Senior Fixed Income Specialist (Client Portfolio Manager)

AT Vanguard
Vanguard

Senior Fixed Income Specialist (Client Portfolio Manager)

Toronto, Canada

To provide product expertise to crew and clients and to collaborate with business and investment teams to ensure the health and commercial success of the products.

Core Responsibilities

  • Responsible to drive the growth of Vanguard's Fixed Income strategies in Canada and Latin America. Responsible for developing the brand and messaging to support their promotion.
  • Acts as a Fixed Income investment expert both internally and externally in the industry. Provides investment support and guidance to relationship management and sales teams; is regularly called upon to participate in meetings with clients, acting as a proxy for Vanguard's portfolio managers. The candidate will serve as the primary contact in delivering investment expertise and capital markets perspective about the fixed income market.
  • Attends and presents at industry conferences and client specific events related to both active and passive fixed income products and market outlooks.
  • Leads analysis of investment product issues involving Vanguard's product line-up and co-develops the product roadmap. Leverages and manages cross-functional teams as required. Prepares and presents strategic analysis and recommendations to senior management.
  • Develops and maintains key internal stakeholder relationships across the organization.
  • Leverages feedback from clients and sales on fixed income products to assess product health and drive ongoing product improvements and positioning.
  • Authors thought leadership in support of the Vanguard product lineup. The candidate will excel at conducting robust quantitative/qualitative research to produce differentiated insight about portfolios, including attribution analysis.
  • Drives the creation of dynamic content and technical marketing used to position Vanguard's fixed income products and to respond to investor queries. Contributes to new fixed income product launches and develops go-to market strategies.
  • Facilitates internal training and communications including for new launches and changes to existing products. Ensures coordination and consistency of product-related marketing initiatives and external communications across divisions.
  • Supports business line research agendas to enhance client experience and business results.
  • Participates in special projects and performs other duties as assigned.

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Qualifications

  • Ten years related work experience, including five years' experience in fixed income product management and/or portfolio management.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • Outstanding verbal and written communication skills
  • Expert knowledge of global bond markets, strategies and investment processes
  • Bi-lingual in English and French/Spanish is an asset
  • CFA preferred.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Toronto, ON, Canada
Job ID: Vanguard-166306
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Vanguard.