Investment and Planning Consultant (Edmonton)

Investment and Planning Consultant (Edmonton)

16 Sep
|
Alberta Investment Management
|
Edmonton

16 Sep

Alberta Investment Management

Edmonton

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 creative 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.

📌 Investment and Planning Consultant (Edmonton)
🏢 Alberta Investment Management
📍 Edmonton

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