Assistant Portfolio Manager
ATB
Administration
Calgary, AB, Canada · Edmonton, AB, Canada
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the role
This position has a hybrid work arrangement. On average, this means 3 days on-site per week. Please note that this is subject to change due to business priorities.
As our next Assistant Portfolio Manager, you will play a pivotal role in supporting the Portfolio Management team as they navigate global markets to optimize our balance sheet.
You aren't just watching the markets - you are actively contributing to the development of strategies and the execution of derivative transactions that safeguard our financial future. Working alongside seasoned experts and external counterparties, you will gain unparalleled exposure to interest rate risk management and capital market intelligence. If you are a high potential professional with a passion for Treasury and a drive to make a tangible impact, this role is your gateway to a defining career in finance.
As Assistant Portfolio Manager, you are a motivated collaborator who:
Supports the development of tactics and derivative trading activities to rebalance ATB's interest rate risk profile.
Assists in crafting strategies that enhance value on the yield curve while maintaining risk limits.
Monitors global macroeconomic trends to provide actionable intelligence to internal stakeholders.
Accountabilities
Trading Support: Support the development of tactics and execution of derivative trading activities related to rebalancing and optimizing ATB's interest rate risk profile.
Strategic Contribution: Support strategy development to enhance value through interest rate risk positioning on the yield curve while managing NII and EVE sensitivity.
Risk Solutions: Provide solutions to ensure ATB interest rate risk positions remain within a predefined limit structure.
Hedge Coordination: Support interactions with the hedge accounting team to ensure cashflow and market value hedging strategies remain effective.
Market Analysis: Monitor, interpret, and analyze macroeconomic and global financial market trends to understand implications for ATB's risk positions.
Internal Collaboration: Work closely with the Asset Liability team regarding interest rate risk flows and internal risk transfers.
Risk Protocols: Monitor market and interest rate risk while exercising and refining risk management protocols.
Team Culture: Actively contribute to the team culture and engagement within the department.
Skills, experience & requirements
Educational Foundation: A bachelor's degree in Business, Economics, or a related field of study.
Professional Progression: Currently pursuing a CFA charterholder or other relevant professional designation.
Market Experience: Previous experience in capital market trading or risk management.
Technical Knowledge: Understanding of balance sheet management techniques, including NII and EVE sensitivity.
Portfolio & Analytical Skills: Proven portfolio management skills alongside solid fixed income and derivative knowledge and modeling abilities.
Adaptability: Strong ability to adapt to changing market, regulatory, or institutional developments.
Relationship Building: Strong communication skills with a demonstrated ability to build collaborative relationships.
Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.