Principal, Investment Reporting & Engagement

Investment Management Corporation of Ontario; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Principal for Investment Reporting & Engagement to enhance client relationships and deliver high-quality investment reporting. This role involves collaborating with various teams to produce detailed reports and manage client deliverables, ensuring exceptional service to institutional clients. The ideal candidate will have a strong background in finance, exceptional communication skills, and the ability to work independently in a dynamic environment. Join a forward-thinking organization that values collaboration and offers exciting opportunities for professional growth.

Benefits

Flexible Work Model

Collaborative Work Environment

Career Growth Opportunities

Qualifications

• 8-10 years of experience in the investment industry, preferably with institutional asset managers.
• Strong project management skills and ability to work under pressure.

Responsibilities

• Provide best-in-class investment and risk reporting to institutional clients.
• Collaborate with teams to produce accurate and timely investment reporting.

Skills

Client Service Skills

Project Management

Data Analysis

Financial Market Knowledge

Communication Skills

Attention to Detail

Self-Starter

Relationship Building

Education

Bachelor's Degree in Finance or Economics

Investment Designation (CFA, FRM, etc.)

Tools

MS Word

MS Excel

MS PowerPoint

Bloomberg

Refinitiv Eikon

MS Access

Job description

Principal, Investment Reporting & Engagement

Apply locations Toronto - 16 York St time type Full time posted on Posted 13 Days Ago job requisition id R25-27

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.

We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be the partner of choice for Ontario’s public sector funds and build a high-performing, value-based Asset Management firm in the heart of downtown Toronto.

If you are ready to drive best-in-class service, and join a collaborative, motivated, and fun team of professionals, we’re ready to offer you a great place to work with exciting opportunities for growth and development.

If you want to use your expertise to drive strategic business outcomes, then we want you at IMCO!

Job Purpose

The Client Relationship Management (CRM) team serves as the ambassador and primary relationship lead for IMCO’s institutional clients and prospect relationships. Given the critical importance of client partners to IMCO, the CRM team leads core organizational initiatives and activities to enhance the client experience and serves as the client voice and advocate within IMCO. The CRM team also builds and cultivates relationships with prospective institutional clients in Ontario’s public sector and oversees the onboarding and integration of new client relationships into IMCO.

Reporting to the Director, CRM, the Principal, Investment Reporting & Engagement will collaborate across functional teams and stakeholders, to coordinate the preparation of investment and performance reporting, investment strategy reviews, and other key client deliverables on a wide range of IMCO investment strategies, risk oversight and end-to-end solutions. The role will support client-facing relationship managers, contribute to the delivery of high-quality and timely reporting and service to IMCO’s institutional clients. The incumbent will also work collaboratively with IMCO’s investment, risk and portfolio construction teams to produce detailed, accurate and descriptive reports related to client investment portfolios.

As a Member of Our Team, You Will be Responsible For:

• Providing best-in-class investment and risk reporting, servicing, and support to IMCO’s institutional clients
• Actively managing an existing client schedule of monthly, quarterly, and annual deliverables
• Collaborating with portfolio managers and other IMCO teams to coordinate and produce accurate and timely investment, performance reporting as well as other client deliverables
• Developing and maintaining a solid understanding of IMCO's range of investment, risk and operational offerings and solutions
• Developing high quality presentation materials for client meetings and supporting senior relationship managers while interfacing with IMCO clients in both virtual and in person meetings
• Staying on top of market developments and integrate market data and sentiment into reporting and ad hoc analyses.
• Gathering data and related information to quickly respond to client information requests.
• Partnering with IMCO’s technology and data partners on various projects, including automation/standardization efforts and the evolution of reporting for clients.
• Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
• Collaboratively working within the Client Relationship Management team to establish long-standing trusted advisor partnerships with institutional clients through IMCO’s CRM framework

What do you need to succeed?

• A Bachelor degree with emphasis on Finance, Economics or a related discipline.
• Investment related designation such as CFA, FRM, CIPM, CAIA etc. is preferred
• 8-10 years of experience working within the investment industry or other relevant field, preferably with an institutional asset manager.
• Proactive self-starter and the ability to work independently with a ‘roll up the sleeves’ attitude to drive excellence and achieve necessary tasks.
• Strong interest in the financial markets and investments
• Experience working with and manipulating large, complex data sets
• Strong project management skills and attention to detail
• Sharp control/risk mitigation mentality with ability to know when to raise issues
• Extraordinary client service skills, maturity, and autonomy in dealing directly with clients.
• Ability to work well under pressure and tight deadlines
• Ability to work in a collaborative, team-based environment
• Strong relationship building, communication, and writing skills
• Technical skills must include a strong background and advanced knowledge of MS Word, Excel and PowerPoint. Experience with other applications such as Bloomberg, Refinitiv Eikon, MS Access, and project management tools would also be considered an asset

We thank all applicants, however, only those selected for an interview will be contacted.

Our hybrid work model offers flexibility and provides our employees with the opportunity to lead a well-balanced life. Our Corporation’s offices located at 16 York Street, Suite 2400, Toronto, ON M5J 0E6 provide a welcoming space for employees to gather, work collaboratively, and grow together.

IMCO is committed to providing accommodation for people with disabilities in its recruitment process. Please advise IMCO if you require an accommodation and we will work with you to meet your needs. Candidates being considered for this position will be required to submit to a background screening.

About Us

The Investment Management Corporation of Ontario (IMCO) is Ontario’s professional asset manager, investing on behalf of our public sector clients so they can care for beneficiaries and secure retirement futures.

With approximately $77 billion in assets under management, we are one of the largest institutional investment managers in Canada and around the globe.

Our mandate is to provide broader public sector clients with exceptional investment management services, including best-in-class advice around portfolio construction, efficient access to a diverse range of asset classes and superior reporting on risks and returns.

Our vision is to rank among the world’s leading public-sector asset managers. We will achieve this through an unwavering focus on creating client value. That means ensuring that we deliver the returns required for our clients to meet their long-term financial obligations.