March 19, 2025

Opportunity

The Fundamental Equities team is a cornerstone of the Public Equities team at AIMCo, managing substantial asset pools through a blend of bottom-up and top-down analysis. Our team employs a meticulous research process, integrating financial modeling with in-depth business analysis to uncover compelling investment opportunities. We construct portfolios designed to capitalize on our investment edge. This role uniquely combines portfolio management with investment research, offering a dynamic and enriching experience.

Responsibilities:

• As a key member of the portfolio management team, the successful candidate will be jointly responsible for the day-to-day management of Canadian equity portfolios, as well as Global mandates periodically.

  • Typical activities involve:

    • Portfolio construction and analysis

    • Rebalancing the portfolios

    • Dealing with corporate actions

    • Cash and currency management

    • Monitoring portfolio exposures and risks

    • Idea generation and individual security research

    • Explaining and reporting on performance

• Proactively developing new ideas with the Fundamental Research team

• Collaborating with both internal and external stakeholders and partners to achieve common goals

Our Ideal Candidate:

• Post-secondary degree in a relevant field along with a Chartered Financial Analyst (CFA) designation

• 10 years of experience in the financial industry, preferably on the buy-side (asset management) with a recent focus on the Canadian equity market

• Experience researching a broad number of companies and sectors utilizing inputs from financial modeling, valuation techniques, and a variety of due diligence practices

• Experience with Bloomberg Terminal, Capital IQ, Expert Networks, and trade order management systems (i.e. Charles River, Aladdin, Bloomberg TOMS)

• Knowledge and application of portfolio management, trade life cycle and execution, and risk management concepts

• Experience managing large portfolios and knowing how to deal with capacity and liquidity issues

• Experience of working with ESG data and integrating it into our fundamental research process

• Demonstrates a commitment to AIMCo’s core values of excellence, transparency, humility, integrity and collaboration, and inspires the same in others 

Success factors:  

• Collaboration and teamwork are key to the success of a modern investment team. A successful candidate will be able to demonstrate the ability to work independently, but also collaborate with other team members where required. Portfolio construction and research are the main drivers of long term success for the team; this role must focus on making the research relevant and implementing it effectively into our strategies.

NOTE: This role will close at 11:59MST March 18, 2025

Next Steps

We are excited to meet you. Please submit your resume or CV to be considered for this opportunity. Applications are being reviewed on a rolling basis and we will be in touch with any questions.

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.

ALERT - Be on the lookout for AIMCo career opportunities advertised through third parties that request an application fee or too much information. To verify, all opportunities are posted on aimco.ca/jobs
 

Just like our investments, our international team is stronger when we are diversified. At AIMCo, we draw upon the differences in who we are, where we come from, and the way we think to foster sophisticated solutions for Albertans. Doing business the right way means building an equitable organization inclusive of all races, genders, ages, abilities, religions, neurodiversity, identities, and lived experiences. Simply put, when you can show up as your authentic self every day, you and your team can truly thrive — all in service of our clients and their beneficiaries.