Investment and Planning Consultant
4 days ago
Edmonton AB, Edmonton Census Division, AB; Alberta, Canada
Alberta Investment Management Corporation
Full-time
Free with email or Google
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Free with email or Google
Join AIMCo as an Investment Associate to shape strategic insights in Edmonton. This hybrid position blends technical skills with client advisory capabilities to deliver tailored investment strategies.
Reporting to the Managing Director, you’ll play a crucial role in client advisory engagements, supporting asset allocation, analytics, and implementation advice. Collaborating with various investment and management teams, you will ensure your strategies align with client objectives and investment policies.
Key Responsibilities
• Contribute to scalable client portfolio analytics.
• Prepare investment discussion materials for clients.
• Develop personalized investment strategy analyses.
• Work with the advisory team for innovative solutions.
• Assist in transition planning for client portfolios.
Requirements:
• 3-5 years in investment strategy or asset allocation.
• Experience with institutional clients or endowments.
• Bachelor’s in quantitative discipline; Master’s an asset.
• Progress towards CFA, FRM, or equivalent.
• Strong presentation and analytical skills. Leverage your analytical knowledge and communication skills to support client investment objectives at AIMCo. #J-18808-Ljbffr
Key Responsibilities
• Contribute to scalable client portfolio analytics.
• Prepare investment discussion materials for clients.
• Develop personalized investment strategy analyses.
• Work with the advisory team for innovative solutions.
• Assist in transition planning for client portfolios.
Requirements:
• 3-5 years in investment strategy or asset allocation.
• Experience with institutional clients or endowments.
• Bachelor’s in quantitative discipline; Master’s an asset.
• Progress towards CFA, FRM, or equivalent.
• Strong presentation and analytical skills. Leverage your analytical knowledge and communication skills to support client investment objectives at AIMCo. #J-18808-Ljbffr