Investment Strategy Associate - Client Advisory

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

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.