Associate, Client Investment Advisory (18-month term)

Posted 12 Days Ago
Be an Early Applicant
Edmonton, AB, CAN
In-Office
Mid level
Real Estate • Financial Services
The Role
Supports institutional client investment advisory engagements by translating objectives into portfolio and strategy insights. Responsibilities include asset mix studies, strategic asset allocation, asset-liability modeling, portfolio implementation advice, transition planning, analytics development, and preparation of client and board-level materials. The role collaborates with investment, risk, economics, research, and client management teams, requiring strong quantitative analysis, communication, and presentation skills.
Summary Generated by Built In

CLOSING DATE:

September 30, 2026

Opportunity

Reports to: Managing Director, Client Investment Advisory

The Associate, Client Investment Strategy plays a critical role in advancing AIMCo’s client investment advisory capabilities by translating client objectives into actionable portfolio and strategy insights. This role combines hands on analytical depth with client-facing responsibilities, requiring both technical expertise and strong communication skills to deliver tailored investment strategies and advice. In this role, you will support client advisory engagements, asset mix studies and client portfolio implementation advice. You will also work closely with Client Management, Multi-Asset Portfolio Management, Risk, Economics & Investment Research, and Investment teams to ensure alignment of advice.

Key Responsibilities
 
  • Contribute to the creation of scalable analytics capabilities that enhance client portfolio insights.

  • Prepare materials for client and board‑level investment discussions and provide clear, well‑structured analysis and insights.

  • Contribute to the development of client‑specific investment strategy analysis, including strategic asset allocation and asset‑liability modeling.

  • Work collaboratively within the Client Investment Advisory team to peer review work and explore creative solutions to unique challenges.

  • Support the team’s investment planning capabilities

  • Contribute to the evolution of AIMCo’s client advisory framework by identifying opportunities to enhance modeling, analysis, and communication.

  • Support transition planning activities related to changes in client investment policies, asset mix and portfolio objectives.
     

Our Ideal Candidate
  • 3-5 years of experience in investment strategy, asset allocation, asset‑liability modeling, or investment consulting.

  • Experience working with pension plans, insurance portfolios, endowments, or institutional clients.

  • Bachelor’s degree in a quantitative discipline (Finance, Economics, Mathematics, Actuarial Science, etc.); Master’s degree considered an asset.

  • Progress toward or completion of CFA, ACIA/FCIA, FRM, or similar designation preferred.

  • Strong understanding of institutional portfolios, risk drivers, and portfolio construction.

  • Experience with asset‑liability modeling and strategic asset allocation is an asset.

  • Ability to translate complex analysis into clear, decision‑ready insights.

  • Strong presentation and written communication skills.

  • Proficiency with programming languages such as Python and R.
     

    Location: Edmonton.
    Work model: hybrid (3 days in office currently).

    **This posting will close at 11:59 pm MST on September 29, 2026. **

    #LI-RS1

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
 

At AIMCo, we draw upon the differences in who we are, where we come from and the way we think to deliver results for the Albertans who rely on us. We offer an inclusive, modern workplace where well-being is prioritized, and colleagues are enabled to do their best work. Our team members are motivated by our purpose and committed to creating long-term value for our clients and their beneficiaries.

Skills Required

  • 3-5 years of experience in investment strategy, asset allocation, asset-liability modeling, or investment consulting
  • Experience working with pension plans, insurance portfolios, endowments, or institutional clients
  • Bachelor's degree in a quantitative discipline such as Finance, Economics, Mathematics, or Actuarial Science
  • Master's degree
  • Progress toward or completion of CFA, ACIA/FCIA, FRM, or similar designation
  • Strong understanding of institutional portfolios, risk drivers, and portfolio construction
  • Experience with asset-liability modeling and strategic asset allocation
  • Ability to translate complex analysis into clear, decision-ready insights
  • Strong presentation and written communication skills
  • Proficiency with Python and R
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The Company

What We Do

The Alberta Investment Management Corporation (AIMCo) is a Crown corporation, owned by the Province of Alberta, and one of Canada's largest and most diversified institutional investment managers. AIMCo was established on January 1, 2008 with a mandate to provide superior long-term investment results for its clients, operating independently from the Government of Alberta. With assets under management of more than $190 billion, AIMCo invests globally on behalf of its Alberta-based pension, endowment, insurance and government fund clients, including the Alberta Heritage Savings Trust Fund.

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