Job PurposeThis 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.
