At IMCO, our talent is among the best IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career.

Our culture is built on collaboration and passion, with a shared commitment to delivering lasting value to the clients we serve. Located in downtown Toronto, our vision is to be the partner of choice for Ontario’s public sector funds and to build a high-performing, value-driven asset management firm.

This job posting is for an existing vacancy. If you are ready to deliver best-in-class service and join a collaborative, motivated and fun team of professionals, IMCO offers the opportunity to do impactful work and broaden your expertise.

If you’re looking to use your expertise to drive strategic outcomes, we’d love to hear from you.

We are looking for a highly motivated Principal to join our Client Relationship Management team

IMCO’s Client Portfolio Management (CPM) Committee is a cross-functional forum with membership comprised of senior client-facing, investment and risk leaders. It is co-chaired by the Chief Investment Strategist and Chief Client Officer and enables discussion and alignment on significant investment strategy decisions that impact client portfolios.

The Principal, Client Portfolio Strategy and Governance will partner with IMCO’s client, investment, and risk teams to develop and advance strategic recommendations affecting portfolios and, where appropriate, participate in client discussions.

The role will help connect CPM’s internal investment work with client priorities by bringing client perspectives into committee discussions and supporting clear communication of portfolio implications,



recommendations and trade-offs.

Reporting to the Managing Director, Head of Portfolio Construction, this role will contribute to the investment decision making process by bringing investment expertise and judgment to shape portfolio themes, challenging submissions, translating investment team perspectives into decision-ready narratives, and ensuring that CPM discussions and decisions are anchored in client objectives, portfolio construction considerations, risks, trade-offs, and outcomes. The role also owns the forward-looking investment agenda and content for the CPM committee and is accountable for coordinating and advancing the development of integrated recommendations on strategic, investment and total portfolio matters within the committee’s mandate.

As a Member of Our Team You Will be Responsible For:

Client Portfolio Strategy and Recommendation Development

- Partner with investment teams to identify the analysis and information required to support recommendations, interpret findings, and synthesize investment, risk, performance, portfolio construction, and client perspectives into clear implications for client portfolios.
- Bring a client portfolio perspective to CPM discussions regarding strategic asset allocation (SAA) reviews, discretionary SAA matters, recent investment strategies, material strategy changes, benchmarks,



and other total portfolio matters within CPM’s mandate.
- Partner with client-facing teams to understand evolving client objectives, constraints and governance considerations. Where appropriate, support or participate in client discussions on SAA, portfolio strategy and other material CPM matters, helping explain the investment rationale, portfolio implications, risks and trade-offs.
- Ensure recommendations address client objectives, portfolio constraints, expected outcomes, implementation considerations, material risks, and trade offs.

Investment Content & Insights

- Set standards for the quality of analysis and data used in CPM materials and ensure conclusions and recommendations are evidence-based, actionable, and aligned to client and portfolio objectives.
- Shape complex portfolio topics into concise decision ready narratives that clearly articulate the issue, analysis, options, recommendations, key trade-offs, risks, client implications and implementation considerations, applying investment knowledge to strengthen the quality, coherence, and decision usefulness of content.
- Partner with reporting, risk, and investment teams to improve the consistency, visual quality, and usability of CPM materials.

CPM Committee Leadership and Governance

- Strengthen governance and elevate the quality of investment decision making, ensuring CPM discussions and outputs are rigorous, well-framed and anchored to client objectives and desired portfolio outcomes.
- Lead and facilitate productive discussion among CPM members and subject matter experts, ensuring that key questions, differing perspectives, and trade offs are addressed.
- Own the forward-looking

📌 Principal, Client Portfolio Strategy and Governance (Canada)
🏢 Investment Management Corporation of Ontario (IMCO)
📍 Canada