Vice President, Portfolio Manager - Fixed Income at Franklin Bissett Investment Management
Calgary, Alberta, Canada
Franklin Templeton Investments
Vice President, Portfolio Manager - Fixed Income
October 2008 to Present
Canadian Bond Investors' Association (CBIA)
Director
June 2013 to May 2015
Franklin Templeton Investments
Portfolio Manager - Fixed Income
December 2003 to October 2008
Franklin Templeton Investments
Fixed Income Trader & Analyst
August 1999 to December 2003
Calgary, Canada Area
Franklin Templeton Investments
Money Market Trader
December 1997 to August 1999
Calgary, Canada Area
CIBC
Registered Representative
December 1995 to December 1997
Calgary, Canada Area
Co-lead portfolio manager of Franklin Bissett Core Plus Bond Fund (2008), Franklin Bissett Institutional Fixed Income Program (2008), Franklin Bissett Corporate Bond Fund (since inception), Franklin Bissett Canadian Short Term Bond Fund (since inception), Franklin Bissett Money Market Fund (2004) and Franklin Bissett Treasury Bill Fund (2004). Responsible for the Canadian strategy development and implementation with a... Co-lead portfolio manager of Franklin Bissett Core Plus Bond Fund (2008), Franklin Bissett Institutional Fixed Income Program (2008), Franklin Bissett Corporate Bond Fund (since inception), Franklin Bissett Canadian Short Term Bond Fund (since inception), Franklin Bissett Money Market Fund (2004) and Franklin Bissett Treasury Bill Fund (2004). Responsible for the Canadian strategy development and implementation with a focus on corporate credit and sector allocation strategies.
What company does Heather McOuatt, CFA work for?
Heather McOuatt, CFA works for Franklin Templeton Investments
What is Heather McOuatt, CFA's role at Franklin Templeton Investments?
Heather McOuatt, CFA is Vice President, Portfolio Manager - Fixed Income
What industry does Heather McOuatt, CFA work in?
Heather McOuatt, CFA works in the Financial Services industry.
📖 Summary
Vice President, Portfolio Manager - Fixed Income @ Co-lead portfolio manager of Franklin Bissett Core Plus Bond Fund (2008), Franklin Bissett Institutional Fixed Income Program (2008), Franklin Bissett Corporate Bond Fund (since inception), Franklin Bissett Canadian Short Term Bond Fund (since inception), Franklin Bissett Money Market Fund (2004) and Franklin Bissett Treasury Bill Fund (2004). Responsible for the Canadian strategy development and implementation with a focus on corporate credit and sector allocation strategies. From October 2008 to Present (7 years 3 months) Director @ Volunteer position. Served one 2-year term on the board of directors for the CBIA. From June 2013 to May 2015 (2 years) Portfolio Manager - Fixed Income @ Portfolio manager of short-term fixed income and money market strategies. Member of the Bissett Asset Mix Committee and the Fixed Income Investment Sub-Committee. From December 2003 to October 2008 (4 years 11 months) Fixed Income Trader & Analyst @ Bond trading, back up money market and f/x trading. Corporate credit analysis. Supervision of money market trader. From August 1999 to December 2003 (4 years 5 months) Calgary, Canada AreaMoney Market Trader @ Joined Bissett Investment Management (which in 2000 became part of Franklin Templeton Investments) as money market trader. From December 1997 to August 1999 (1 year 9 months) Calgary, Canada AreaRegistered Representative @ Registered representative and options trader at CIBC Investor Services discount brokerage. Opened new accounts and contributed to the development of revamped account opening forms. From December 1995 to December 1997 (2 years 1 month) Calgary, Canada AreaChartered Financial Analyst Designation @ CFA InstituteBachelor of Administration @ University of Regina Heather McOuatt, CFA is skilled in: Wealth Management, Investments, Fixed Income, Equities, Asset Management, Mutual Funds, Capital Markets, Financial Modeling, Derivatives, Investment Strategies, Financial Analysis, Bloomberg, Financial Markets
Extraversion (E), Sensing (S), Feeling (F), Judging (J)
3 year(s), 8 month(s)
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