Portfolio Manager, Fundamental Equities

3 weeks ago

Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

DEPARTMENT:

Investment Management
- CLOSING DATE:

- July 21, 2023

Opportunity

The Fundamental Equity team operates as one of the key building blocks within the Public Equities team at AIMCo by managing large pools of assets utilizing a combination of bottom-up and top-down analysis. The team utilizes a rigorous research process including financial modeling combined with deep business analysis to identify attractive investment opportunities and constructs portfolios to take advantage of investment edge. This role will be a combination of portfolio management and investment research.

Responsibilities Include:

- Position will be responsible for the day-to-day support and management of a Canadian equity portfolio.
- Typical activities involve:

- Rebalancing the portfolios
- Dealing with corporate actions
- Cash and currency management
- Monitoring portfolio exposures and risks
- Idea generation and individual security research
- Explaining and reporting on performance
- Proactively developing research ideas for the team
- Collaborating with a variety of teams within AIMCo to achieve common goals

Success factors:

- Post-secondary degree in a relevant field along with a Chartered Financial Analyst (CFA) designation
- 10+ years of experience in the financial industry, preferably on the buy-side (asset management) with a recent focus on the Canadian equity market
- Experience researching a broad number of companies and sectors utilizing inputs from financial modeling, valuation techniques, and a variety of due diligence practices
- Experience with Bloomberg, Capital IQ, Charles River
- Experience managing large portfolios and knowing how to deal with capacity and liquidity issues
- Experience of working with ESG data and integrating it into our fundamental research process
- Demonstrated verbal and written communication skills
- Demonstrates a commitment to AIMCo’s core values of excellence, transparency, humility, integrity and collaboration, and inspires the same in others

Next Steps

We are excited to meet you. Please submit your resume or CV to be considered for this opportunity. Applications are being reviewed on a rolling basis and we will be in touch with any questions.

Just like our investments, our international team is stronger when we are diversified. At AIMCo, we draw upon the differences in who we are, where we come from, and the way we think to foster sophisticated solutions for Albertans. Doing business the right way means building an equitable organization inclusive of all races, genders, ages, abilities, religions, neurodiversity, identities, and lived experiences. Simply put, when you can show up as your authentic self every day, you and your team can truly thrive — all in service of our clients and their beneficiaries.

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