Principal, Client Portfolio Strategy and Governance in Toronto

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.

We are looking for a highly motivated Principal to join our Client Relationship Management team! IMCO’s Client Portfolio Management (CPM) Committee is a cross-functional forum with membership comprised of senior client-facing, investment and risk leaders. It is co-chaired by the Chief Investment Strategist and Chief Client Officer and enables discussion and alignment on significant investment strategy decisions that impact client portfolios.

The Principal, Client Portfolio Strategy and Governance will partner with IMCO’s client, investment, and risk teams to develop and advance strategic recommendations affecting portfolios and, where appropriate, participate in client discussions. The role will help connect CPM’s internal investment work with client priorities by bringing client perspectives into committee discussions and supporting clear communication of portfolio implications, recommendations and trade-offs.

Reporting to the Managing Director, Head of Portfolio Construction, this role will contribute to the investment decision making process by bringing investment expertise and judgment to shape portfolio themes, challenging submissions, translating investment team perspectives into decision-ready narratives, and ensuring that CPM discussions and decisions are anchored in client objectives, portfolio construction considerations, risks, trade-offs, and outcomes. The role also owns the forward-looking investment agenda and content for the CPM committee and is accountable for coordinating and advancing the development of integrated recommendations on strategic, investment and total portfolio matters within the committee’s mandate.

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

• Client Portfolio Strategy and Recommendation Development
• Investment Content & Insights
• CPM Committee Leadership and Governance
• Strategic Delivery & Cross-Functional Execution

What do you need to succeed?

• 7–10+ years of relevant experience in investment management, portfolio strategy, consulting/advisory, or related fields; experience supporting senior decision forums is an asset.
• University degree in Business, Finance, Economics, or a related discipline; graduate degree is an asset.
• CFA designation required. Other professional designations, such as FCIA, FSA, CAIA, CIPM, or FRM, would be an asset.
• Experience working in a multi-client institutional investment environment, with an understanding of how differences in client objectives, liabilities, risk tolerances, liquidity needs and governance requirements affect portfolio recommendations.
• Strong understanding of portfolio construction, asset allocation, investment products, risk concepts, and how investment decisions translate into client outcomes.
• Strong judgment and analytical skills including ability to synthesize complex portfolio topics and frame clear recommendations for senior audiences.
• Strong writing, editing, and presentation skills; demonstrated ability to elevate materials to an executive standard.
• Proven ability to influence and build relationships across functions, manage competing priorities, and drive outcomes through others.
• Strong project management skills, including scoping, structuring, and delivering under tight timelines.
• Credibility with investment professionals and the ability to quickly develop a strong understanding of client objectives, portfolio requirements, organizational processes, and investment products.

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.