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About the Role

IMCO is seeking a highly motivated Principal to join our Client Relationship Management team. This role will partner with client, investment, and risk teams to develop and advance strategic recommendations affecting portfolios, connect internal investment work with client priorities, and contribute to investment decision-making by shaping portfolio themes and challenging submissions.

Responsibilities

Partner with investment teams to identify 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.
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.
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.
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.
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.

Requirements

7–10+ years of relevant experience in investment management, portfolio strategy, consulting/advisory, or related fields; experience supporting senior decision forums is an asset.
Experience working in a multi-client institutional investment environment, with an understanding of how differences in client objectives, liabilities, risk tolerances, liquidity needs and governance requirements affect portfolio recommendations.
Strong understanding of portfolio construction, asset allocation, investment products, risk concepts, and how investment decisions translate into client outcomes.
Strong judgment and analytical skills including ability to synthesize complex portfolio topics and frame clear recommendations for senior audiences.
Strong writing, editing, and presentation skills; demonstrated ability to elevate materials to an executive standard.
Proven ability to influence and build relationships across functions, manage competing priorities, and drive outcomes through others.
Strong project management skills, including scoping, structuring, and delivering under tight timelines.
Credibility with investment professionals and the ability to quickly develop a strong understanding of client objectives, portfolio requirements, organizational processes, and investment products.
Candidates being considered for this position will be required to undergo background screening.

Skills

Portfolio Construction
Asset Allocation
Investment Products
Risk Concepts
Client Objectives
Portfolio Requirements
Organizational Processes
Investment Products
Analytical Skills
Writing Skills
Editing Skills
Presentation Skills
Influence
Relationship Building
Project Management

Location

Toronto, ON

Work Type

Hybrid

Experience Level

7-10+ years

Education Level

University degree in Business, Finance, Economics, or a related discipline; graduate degree is an asset.
CFA designation required.
Other professional designations, such as FCIA, FSA, CAIA, CIPM, or FRM, would be an asset.

About the Company

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.

Equal Opportunity

IMCO is committed to providing accommodation for people with disabilities throughout the recruitment process. If you require support, please let us know and we will work with you to meet your needs.
Artificial intelligence (AI) tools may be used to support parts of our recruitment process, such as screening and assessments. However, all hiring decisions are made by our recruitment team.