Manager, Client Investment Solutions

at  AIMCo Alberta Investment Management Corporation

CLOSING DATE:

November 28, 2024
Opportunity
The Client Investment Solutions (CIS) team at AIMCo provides portfolio advisory services to our clients. In addition, this team acts as an informed advocate for the clients within AIMCo, making sure that our investment products, processes, and policies are in line with client needs. The team aims to combine a thorough understanding of multi-asset portfolios with a deep knowledge of our individual clients and the drivers of their long-term success. Our objective is to offer advice that strengthens our clients and ensures that AIMCo’s internal discussions consistently focus on improving client outcomes.
We are looking for a key member for our CIS team to integrate multi-asset insights and macro risk factors into AIMCo’s client advisory and internal discussions. This role will develop essential reports using Aladdin, aiding advisory functions. By deeply understanding clients and their success drivers, the candidate will help align exposures with these drivers and identify risks and opportunities, enhancing client resilience to market and liability changes. Additionally, the candidate will advise on special client situations, including asset mix transitions from Asset-Liability studies, prioritizing client success.

Responsibilities:

• Develop investment strategy recommendations for clients, including asset mix decisions, asset mix transition plans, hedging policy, and other investment policy and implementation advice to support clients in achieving their objectives.
• Develop a deep understanding of client investment objectives and their success measures and integrate this with in-depth knowledge of both client investment policy and current investment exposures.
• Marry the risk associated with multi-asset classes for public sector pension plans, endowments, and insurance entities, to broad client success factors and risk tolerance.
• Develop internal reporting using Aladdin to offer insights into how exposures align with the investment outcomes needed for client success. This reporting will leverage your knowledge ofboth macro risk factor approaches and traditional risk models to enhance AIMCo’s advisory services,
• Work directly with clients – leading a multidisciplinary AIMCo working group (Client Relations, Risk, Investment Teams) - to offer advisory services on investment strategy, risk appetite and other strategic topics.
• Support clients in the articulation of their risk appetite and tolerance and in the translation of this into Investment Policy language.
• Convey complex information effectively in both spoken and written formats to varied audiences, including seasoned investment professionals and non-expert client board members.
• Guide and supervise analysts in the preparation of written materials and presentations for the effective delivery and communication of advice.
• Collaborate effectively with AIMCo’s Investment, Risk Management, and Client Management personnel.

Our Ideal Candidate:

• Bachelor’s degree in a quantitative field (Mathematics, Economics, Actuarial Science, Finance or related), Master’s degree would be considered an asset.
• FRM, PRM, CFA or other relevant designation would be advantageous
• 5 or more years’ experience and demonstrated ability working with a recognized multi-asset class risk system such as Aladdin, BARRAOne, Axioma, or similar.
• Actuarial, Investment Management or Investment Consulting experience would be considered an asset
• Demonstrated ability to communicate in both oral and written form
• 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

Year One Success:
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, including the development of Aladdin reporting.
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.
Final candidates will be asked to undergo a security screening, which includes a credit bureau and a criminal record investigation, the results of which must be acceptable to AIMCo.
ALERT - Be on the lookout for AIMCo career opportunities advertised through third parties that request an application fee or too much information. To verify, all opportunities are posted on aimco.ca/jobs
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

• Develop investment strategy recommendations for clients, including asset mix decisions, asset mix transition plans, hedging policy, and other investment policy and implementation advice to support clients in achieving their objectives.
• Develop a deep understanding of client investment objectives and their success measures and integrate this with in-depth knowledge of both client investment policy and current investment exposures.
• Marry the risk associated with multi-asset classes for public sector pension plans, endowments, and insurance entities, to broad client success factors and risk tolerance.
• Develop internal reporting using Aladdin to offer insights into how exposures align with the investment outcomes needed for client success. This reporting will leverage your knowledge ofboth macro risk factor approaches and traditional risk models to enhance AIMCo’s advisory services,
• Work directly with clients – leading a multidisciplinary AIMCo working group (Client Relations, Risk, Investment Teams) - to offer advisory services on investment strategy, risk appetite and other strategic topics.
• Support clients in the articulation of their risk appetite and tolerance and in the translation of this into Investment Policy language.
• Convey complex information effectively in both spoken and written formats to varied audiences, including seasoned investment professionals and non-expert client board members.
• Guide and supervise analysts in the preparation of written materials and presentations for the effective delivery and communication of advice.
• Collaborate effectively with AIMCo’s Investment, Risk Management, and Client Management personnel