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.

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, new 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 CPM agenda, proactively identifying, curating, prioritizing, and sequencing items that require CPM discussion, alignment, or decision.
- Maintain clear ownership of CPM outcomes, including decisions, rationale, implications, accountable owners and follow-through.
- Continuously improve decision frameworks, templates, and ways of working to sharpen investment content, reduce cycle time, and improve the effectiveness of discussions.
- Strategic Delivery & Cross-Functional Execution Act as a senior advisor and CPM representative on cross-functional initiatives impacting portfolios, aligning stakeholders and driving delivery.
- Work closely with and influence the CPM co-chairs, helping translate their broader priorities into a focused committee agenda, clear decision pathways, and high-impact investment content.
- Build trusted, credible relationships with investment teams, senior leaders and internal partners, engaging effectively on portfolio themes, recommendations and implications.
- Set clear expectations for submission quality, analytical depth, and decision framing.
- Coach contributors on improving investment content for senior-level discussion and CPM decision-making.
- Contribute to a high-performance, collaborative culture across CPM and partner teams.

What do you need to succeed?

- 7–10+ years of relevant experience in investment management, portfolio strategy, consulting/advisory, or related fields; experience supporting senior decision forums is an asset.
- University degree in Business, Finance, Economics, or a related discipline; graduate degree is an asset.
- CFA designation required.
- Other qualified des

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