27 Oct
|
Investment Management Corporation of Ontario (IMCO)
|
Toronto
27 Oct
Investment Management Corporation of Ontario (IMCO)
Toronto
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.
The Client Relationship Management (CRM) team serves as the ambassador and primary relationship lead for IMCO’s institutional clients andprospectrelationships. Given the critical importance of client partners to IMCO, the CRM team leads core organizational initiatives and activities to enhance the client experience and serves as the client’s voice and advocate within IMCO. The CRM team also builds and cultivates relationships with prospective institutional clients in Ontario’s public sector and oversees the onboarding and integration of new client relationships into IMCO. In addition, the team provides strategic client advisory services, including portfolio construction and asset mix advice, helping clients align their investment strategies,objectives, and risk considerations with IMCO’s investment capabilities and long-term investment views.
The CRM team is accountable for managing the growth and retention of clients, proactively addressing evolving needs, generating new business, and engaging with prospective clients while onboarding and integrating new clients into IMCO. The CRM team is accountable for fostering and managing an enhanced and consistent positive client experience across IMCO and partners with internal functional teams to support a client-centric mindset throughout the organization.
The Opportunity
IMCO is seeking an experienced investment professional to join its Client Relationship Management team as Principal, Investment Insights.
Reporting to the Managing Director, Head of Investment Insights and Client Reporting, the Principal will serve as a key link between IMCO’s investment teams and institutional clients. The roleis responsible fordeveloping and delivering investment insights, portfolio commentary, market perspectives, and thought leadership that help clients understand IMCO’s investment strategies, portfolio positioning, performance outcomes, and long-term investment views.
ThePrincipalwill work closely withIMCO’s asset class teams, Portfolio Construction, Risk, Performance, and Research teams to translate complex investment concepts into clear and meaningful client‑facing content. The role requires someone who will proactively build relationships across IMCO’s investment platform,
independentlyidentifyemerging themes and client‑relevant issues, and mobilize the rightexpertiseto developtimelyinvestment perspectives. ThePrincipalwill take initiative in shaping IMCO’s investment insights and client education agenda, rather than relying solely on assigned deliverables or established reporting cycles.
This is a fixed-term contract chance for16months.
As a Member of Our Team, You Will:
- Serve as a key liaison between IMCO’s investment teams, CRM, and institutional clients, and as an investment subject matter expert within CRM, equipping relationship managers and clients withtimelyinsights on portfolio outcomes, investment decisions, market developments, and strategic initiatives.
- Build trusted relationships and credibility across IMCO’s investment platform, proactively engaging portfoliomanagersand subject matter experts to understand their perspectives, connect insights across teams, andidentifyissues and opportunities relevant to clients.
- Independentlyidentifyemerging investment themes, portfolio developments, and client questions thatwarrantfurther analysis or communication, and take ownership of moving ideas frominitialconcept through delivery.
- Partner with investment professionals to translate investment views, portfolio developments,strategicresearch, and market perspectives into clear,accurate, and meaningful client‑facing communications.
- Monitor economic, geopolitical, market, and portfolio developments and developtimelyinvestment insights, market commentary, portfolio narratives, and thought leadership on themes relevant to client portfolios and long-term investment outcomes.
- Lead investment thought leadership and client education initiatives,
📌 Principal, Investment Insights (Toronto)
🏢 Investment Management Corporation of Ontario (IMCO)
📍 Toronto