Associate, Investment Client Strategy
3 weeks ago
**Opportunity**
The Investment Strategy function at AIMCo is designed to help further align investment solutions and platforms to our clients’ investment objectives. Employing a top-down lens to review client portfolios and strategies, the team will continue to enhance our investment offerings and value-add services for our clients.
In the role of Associate, Client Investment Strategy you will have the opportunity to contribute to a new and growing team within the Investment Strategy division. You will also add to the broader investment management functions by assisting in research and preliminary analysis of AIMCo’s client-specific strategies. Additionally, you will help advance AIMCo’s client portfolio advisory activities, portfolio construction and asset liability modelling.
**Responsibilities**
- Preparing, configuring, analyzing and documenting asset-liability or strategic asset allocation to be used in the development of client investment strategy advice
- Preparing insightful data visualizations to effectively inform and influence decision makers
- Working collaboratively with other Analysts in the Client Relations, Client Risk Management, Economics & Fund Strategy teams to peer review one another’s work, provide effective debate to findings and to explore creative solutions to unique challenges
- Preparing written materials and presentations for the effective delivery and communication of investment strategy advice to clients and to provide education and transparency into the Investment Strategy function
- 3+ years of experience in Investment Management or Investment Consulting in a relevant role
- Bachelor’s degree in a quantitative field (Mathematics, Economics, Actuarial Science, Finance or related), Master’s degree would be considered an asset.
- Progress towards ACIA/FCIA, CFA or other relevant designation would be advantageous
- Actuarial, Investment Management or Investment Consulting experience would be considered an asset
- Knowledge of pension plans management, regulatory environment, actuarial models and methods are an asset
- Highly proficient with MS Applications
- Advanced data visualization and programming skills
- Demonstrates a commitment to AIMCo’s core values of excellence, transparency, humility, integrity and collaboration, and inspires the same in others
**Success Measures**
You will have a deep understanding of AIMCo’s client structure and client investment strategies, build collaborative relationships through cross-functional teams and begin taking on a key role in providing advisory services to key stakeholders across the organization.
**About AIMCo**
AIMCo is one of Canada’s largest and most diversified investment managers, with over $168 billion of assets under management for 32 clients, a diverse group of Alberta public sector pension plans, endowment funds, and government accounts representing all Albertans.
We are guided by the core values of excellence, transparency, humility, integrity and collaboration.
AIMCo is mindful and responsive to actively evaluating, assessing and optimizing risk to achieve superior performance for Albertans. We believe that every employee is empowered and accountable for managing risk.
**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, we will be in touch with any questions.
Job Reference: CA00535
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