Associate, Client Investment Advisory (12-month term)

aimco; Edmonton; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

AIMCo in Edmonton seeks an Associate, Client Investment Strategy to translate client objectives into actionable portfolio insights and supporting advisory engagements. You will work with Client Management, Multi-Asset Portfolio Management, Risk, Economics & Investment Research, and Investment teams to ensure aligned guidance.

You will develop asset allocation analyses, risk insights, and client-ready materials.

Qualifications

• 3-5 years in investment strategy, asset allocation, or investment consulting.
• Experience with pension plans, insurance portfolios, endowments, or institutional clients.
• Bachelor's degree in Finance/Economics/Mathematics/Actuarial Science; Master's an asset.
• Progress toward CFA/ACIA/FCIA/FRM or similar designation preferred.
• Strong understanding of institutional portfolios, risk drivers, and portfolio construction.
• Ability to translate complex analysis into clear, decision-ready insights.
• Strong presentation and written communication skills; Python and R proficiency.

Responsibilities

• Contribute to scalable analytics that enhance client portfolio insights.
• Prepare materials for client and board-level investment discussions with clear analysis.
• Develop client-specific investment strategy analyses, including strategic asset allocation.
• Collaborate within the Client Investment Advisory team to peer review work and find solutions.
• Support the team's investment planning capabilities and policy transition activities.

Skills

Investment strategy

Asset allocation

Risk modeling

Client advisory

Python

R

Education

Bachelor's in quantitative field

Master's degree (asset)

CFA/ACIA/FCIA/FRM preferred

Tools

Python

R

Job description

CLOSING DATE: September 30, 2026

Opportunity

Reports to: Managing Director, Client Investment Advisory

The Associate, Client Investment Strategy plays a critical role in advancing AIMCo's client investment advisory capabilities by translating client objectives into actionable portfolio and strategy insights. This role combines hands on analytical depth with client-facing responsibilities, requiring both technical expertise and strong communication skills to deliver tailored investment strategies and advice. In this role, you will support client advisory engagements, asset mix studies and client portfolio implementation advice. You will also work closely with Client Management, Multi-Asset Portfolio Management, Risk, Economics & Investment Research, and Investment teams to ensure alignment of advice.

Key Responsibilities

• Contribute to the creation of scalable analytics capabilities that enhance client portfolio insights.
• Prepare materials for client and board‑level investment discussions and provide clear, well‑structured analysis and insights.
• Contribute to the development of client‑specific investment strategy analysis, including strategic asset allocation and asset‑liability modeling.
• Work collaboratively within the Client Investment Advisory team to peer review work and explore creative solutions to unique challenges.
• Support the team's investment planning capabilities
• Contribute to the evolution of AIMCo's client advisory framework by identifying opportunities to enhance modeling, analysis, and communication.
• Support transition planning activities related to changes in client investment policies, asset mix and portfolio objectives.

Our Ideal Candidate

• 3-5 years of experience in investment strategy, asset allocation, asset‑liability modeling, or investment consulting.
• Experience working with pension plans, insurance portfolios, endowments, or institutional clients.
• Bachelor's degree in a quantitative discipline (Finance, Economics, Mathematics, Actuarial Science, etc.); Master's degree considered an asset.
• Progress toward or completion of CFA, ACIA/FCIA, FRM, or similar designation preferred.
• Strong understanding of institutional portfolios, risk drivers, and portfolio construction.
• Experience with asset‑liability modeling and strategic asset allocation is an asset.
• Ability to translate complex analysis into clear, decision‑ready insights.
• Strong presentation and written communication skills.
• Proficiency with programming languages such as Python and R.

Location: Edmonton.

Work model: hybrid (3 days in office currently).

This posting will close at 11:59 pm MST on September 29, 2026.

Final candidates will be asked to undergo a security screening, which includes a credit bureau and a criminal record investigation, the results of which must be acceptable to AIMCo.

At AIMCo, we draw upon the differences in who we are, where we come from and the way we think to deliver results for the Albertans who rely on us. We offer an inclusive, modern workplace where well-being is prioritized, and colleagues are enabled to do their best work. Our team members are motivated by our purpose and committed to creating long-term value for our clients and their beneficiaries.