Associate Portfolio Manager, Global Fundamental

Alberta Investment Management Corporation (AIMCo); Calgary; In loco; CAD 120.000 - 170.000; Tempo pieno

Descrizione del lavoro

AIMCo in Calgary, AB, seeks an experienced Associate Portfolio Manager, Global Fundamental, to join the Public Equities team. You will support the internally managed global equity portfolio and help evaluate new strategies while collaborating across the Active Equities team.

The role focuses on portfolio construction, position sizing, and risk management, reporting to the Director, Global Fundamental. Travel may be required.

Competenze

• Minimum 6 years of institutional investment experience and portfolio management exposure.
• Sophisticated understanding of portfolio construction and risk management.
• Strong academic background with CFA designation being highly desirable.

Mansioni

• Assist in day-to-day management of a multi-strategy global equity portfolio.
• Interact with Portfolio Managers and research teams on ideas and due diligence.
• Contribute to idea generation, underwriting, and implementation of investments.
• Provide cross-geography perspectives with emphasis on risk and capital allocation.
• Collaborate with legal, risk, valuations, compliance, and client relations teams.

Conoscenze

Portfolio management

Stakeholder management

Communication skills

Team collaboration

Travel willingness

Formazione

CFA designation desirable

Bachelor's degree

Descrizione del lavoro

Opportunity We are seeking an experienced Associate Portfolio Manager, Global Fundamental, to join our Public Equities team. The role will be based in Calgary, AB and plays a critical part in advancing the organization’s global investment strategy by supporting our existing internally managed global equity portfolio and contributing to evaluating prospective opportunities (new sub-strategies and/or mandates).

Closing Date November 21, 2026

Reporting to the Director, Global Fundamental, the Associate Portfolio Manager will work in close collaboration across the broader Active Equities team – which includes Alpha Strategies, Global Fundamental, and Fundamental Equities Research – on emerging and existing investment opportunities for AIMCo and ultimately our clients. The successful candidate will work across the full investment lifecycle, including sourcing ideas, collaborating closely with the research team as ideas progress through the underwriting process, and executing and implementing investment ideas. This role requires a strong focus on portfolio construction, position sizing, and risk management.

The position demands deep investment expertise, strong relationship management capabilities, and sound commercial judgment, along with the ability to represent a leading investment manager in complex, high‑profile environments while working with a broad network of internal and external stakeholders.

Responsibilities Include

• Assist in day-to-day portfolio management of a multibillion-dollar, multi-strategy global equity portfolio with a fundamental value-oriented implementation framework. This includes trading and portfolio construction decisions, and risk monitoring and management.
• Frequent interaction with other Portfolio Managers across internally managed equity strategies as well as regular collaboration with research team members on prospective and existing ideas.
• Participate in the idea generation and investment due diligence process for relevant positions and strategies.
• Provide cross-sector and cross-geography perspectives on global equity markets, with a keen focus on highlighting pockets of opportunity on both a relative and absolute basis.
• Assist with relevant equity capital markets engagements, co-investments, and bespoke investment processes, including establishing and developing relevant relationships.
• Promote a culture of continuous learning and improvement, innovation, and high performance.
• Collaborate with internal departments across AIMCo, including Legal, Risk, Valuations, Compliance, Sustainable Investing, and Client Relations, on a variety of internal processes.
• Collaborate with other asset classes across AIMCo on relevant investment opportunities, themes, and research.
• Represent AIMCo externally and be an engaged communicator of the Public Equities and Active Equities investment strategy and objectives.
• Interact with company management teams, equity research analysts, other sell-side contacts, industry experts, and other investors as appropriate.

Our Ideal Candidate Qualifications

• Minimum 6 years of institutional investment experience, ideally including some direct portfolio management experience.
• Sophisticated knowledge of portfolio construction is required.
• Experience with long-term investing in a concentrated portfolio motivated by rigorous fundamental analysis.
• Strong academic background demonstrating thoughtful and inquisitive curiosity and ongoing skills development. Relevant financial designation is highly desirable (i.e. CFA).
• Experience short selling and hedging is considered an asset.
• Experience and success managing bespoke direct investments is considered an asset.
• Demonstrated experience in the design and implementation of directly managed public equity portfolios is considered an asset.
• Excellent verbal and written communication skills.
• Excellent stakeholder management skills, with the ability to influence and collaborate across geographies and functions.
• A strong team player with a passion for collaboration, development, and mentorship.
• Ability to balance multiple priorities, work independently, lead projects and thrive in a high-performance team environment.
• High degree of judgment, integrity, and professionalism, with comfort operating in a highly visible role.
• Ability and willingness to travel as required.

Success Measures

• Establish trust and internal relationships with other Portfolio Managers and research team members to foster high calibre debates and discussion across prospective and existing investment opportunities.
• Strengthens the Active Equities team through unique investment insights, rigorous due diligence, and debating key points for an investment thesis.
• Enables the Global Fundamental team to continue growing both in breadth and depth while maintaining a strong and consistent long-term track record.
• Demonstrates leadership by example, grounded in disciplined investment decision‑making, robust processes, and a high degree of analytical honesty.
• Catalyzes continuous improvement across the team through a reflective and thoughtful approach long-term investing.

This role will close November 20, 2026 @ 11:59 pm (MST)

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.