Portfolio Manager, Total Portfolio Management

Investment Management Corporation of Ontario (IMCO); Toronto; Hybrid; CAD 140.000 - 230.000; Vollzeit

Zusammenfassung

IMCO, located in downtown Toronto, seeks an experienced portfolio management professional to oversee asset mix across client portfolios, implement asset changes, monitor liquidity, and support new client onboarding. The role leads a two-person team and collaborates with front-office, Investment Finance, Operations and Risk.

You will evolve asset mix practices in response to new investment requirements, rules and processes, while mentoring analysts and ensuring rigorous control.

Qualifikationen

• Post-secondary degree in finance, economics, business, mathematics or related field.
• Progressive experience in institutional portfolio management.
• Experience monitoring multi-asset portfolios and coordinating rebalancing.
• Leadership/mentoring experience of investment professionals.
• Strong judgement, attention to detail and ability to manage multiple priorities in a collaborative, control-focused environment.

Aufgaben

• Oversee asset mix changes and review transactions.
• Oversee asset mix management in new client onboarding.
• Manage derivatives overlays for asset mix management.
• Lead a two-person team.
• Coordinate closely with front- and back-office on transactions between IMCO pools and segregated accounts.
• Monitor client asset mixes against limits and constraints.
• Plan liquidity needs for client portfolios.
• Support analysts in their career development.
• Adapt asset mix processes to new rules and processes.

Kenntnisse

Portfolio management

Communication skills

Leadership and coaching

Derivatives knowledge

Attention to detail

Ausbildung

Finance/Economics/Business degree

CFA designation (asset)

Jobbeschreibung

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.

Job Purpose

This role is responsible for overseeing asset mix management across client portfolios, including the implementation of asset mix changes, portfolio monitoring, liquidity planning and support for new client onboarding. The role leads a small team and works closely with front-office, Investment Finance, Operations, Risk and other partners to support the effective execution and recording of transactions across IMCO pools and segregated accounts. The role also helps evolve asset mix management practices in response to new investment requirements, rules and operating processes.

As a Member of Our Team, You Will:

• Oversee asset mix changes and review transactions to achieve asset mix changes
• Oversee asset mix management elements of new client onboarding
• Manage several derivatives overlay portfolios, used occasionally for asset mix management
• Manage 2 person team
• Forester open and cohesive communication with front and back-office teams involved in executing and recording transactions between IMCO pools and between IMCO pools and segregated accounts
• Monitor client asset mixes against limits and constraints
• Plan for total portfolio liquidity needs of client portfolios
• Support analysts in their career development
• Lead efforts to adapt asset mix management process for new rules, processes or invest

Skills

• Expertise in portfolio management concepts
• Solid understanding different investment structures, e.g. pools, segregated accounts, overlays etc.
• Effective communication skills
• Ability to engender trust and be recognized as an authority in the context of the role
• Solid understanding of exchange traded and OTC derivatives

What do you need to succeed?

• Post-secondary degree in finance, economics, business, mathematics or a related discipline; a relevant graduate degree or professional designation, such as the CFA designation, is an asset.
• Progressive experience in institutional portfolio management, asset allocation, portfolio implementation, investment operations or a closely related field.
• Experience monitoring multi-asset portfolios, implementing rebalancing decisions and coordinating transactions across pooled and segregated investment structures.
• Demonstrated experience leading, coaching and developing investment professionals.
• Strong judgement, attention to detail and the ability to manage multiple priorities in a collaborative, control-focused environment.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Our hybrid work model prioritizes an office-first approach, encouraging employees to make the most of our collaborative workspace at 16 York Street, Suite 2400, Toronto, ON M5J 0E6. This welcoming environment fosters teamwork, connection, and professional growth. While flexibility remains a key component of our model, we believe that regular in-office engagement enhances productivity and strengthens our culture. Our approach supports a fulfilling lifestyle that balances professional ambition with personal wellbeing.

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. Candidates being considered for this position will be required to undergo background screening.