Client Organization : Investment Management Corporation of Ontario
Position Title : Senior Manager, Client Relationship Management
Reports to : Director, Client Relationship Management
Location : Downtown Toronto / Hybrid
THE COMPANY
Launched in July 2017, and with more than $77 billion in assets under management, the Investment Management Corporation of Ontario (IMCO) is one of Canada’s largest multi-client asset managers, investing funds related to pension, insurance, and endowments.
The company was created by the Government of Ontario but operates independently and at arm’s length of the government, guided by a highly experienced and professional Board of Directors.
Its purpose is to deliver dynamic, cost-efficient investing solutions for public sector pensions and investment funds in Ontario.
Through asset pooling, funds can reduce investment management costs and access a broader range of investment strategies, which help to improve returns and ultimately sustain pension and benefit security for Ontarians.
The founding clients of IMCO were the Ontario Pension Board (OPB) and the Workplace Safety and Insurance Board (WSIB), followed by WISE Trust and the Provincial Judges Pension Board.
While ensuring the effective and prudent investment management of these clients continues to be a top priority, as the company is mandated to grow, it has also been moving forward with its strategy to attract new clients from the myriad funds that invest on behalf of the province’s public-sector entities.
As a result of these efforts, IMCO has recently added Ontario’s Pension Benefits Guarantee Fund, Tarion Warranty Corporation, the City of Ottawa, and the Ontario Clean Water Agency to their client list.
In addition to adding four new clients in 2023, IMCO reported strong investment performance achieving a one-year weighted average net return of 5.
6%. Other key highlights include launching Global Credit and Private Equity Pools, investing over $1 billion in clean energy transition assets, and achieving a Greater Toronto Top Employer recognition award for 2024.
IMCO’s new 5-year strategic plan builds on the progress achieved since its inception in 2017, including the establishment of critical foundations.
The plan is based on four elements : (1) Achieving Investment Excellence, (2) Delivering Client Success, (3) Evolution of Culture, and (4) Enabling Cost and Operational Efficiency.
For additional information, please visit :
https : / / www.imcoinvest.com / pdf / 2023 / imco-five-year-strategic-plan-external-v2-2023.pdf
CLIENT RELATIONSHIP MANAGEMENT TEAM
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's 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.
The CRM team is accountable for managing the growth and retention of clients, proactively addressing evolving needs, generating new business, and engaging with prospective clients while onboarding and integrating new clients into IMCO.
The CRM team is accountable for fostering and managing an enhanced and consistent positive client experience across IMCO and partners with internal functional teams to support a client-centric mindset throughout the organization.
THE OPPORTUNITY
IMCO is looking for an experienced client relationship and investment reporting professional to join its Client Relationship Management team!
Reporting to the Director, CRM, the Senior Manager will collaborate across functional teams and stakeholders, to contribute to the preparation of investment and performance reporting, portfolio strategy updates, and other key deliverables on a wide range of IMCO investment products and client portfolios.
The role will support client-facing relationship managers and be accountable for the creation and delivery of high-quality and timely reporting and service to IMCO’s institutional clients.
The Senior Manager will also work with internal teams to produce tailored and insightful client content that socializes IMCO’s view on global trends and demonstrates how IMCO’s research views are reflected within client portfolios and investment decisions.
The incumbent will work closely with IMCO’s investment, risk, and portfolio construction teams and use their deep understanding of products and markets to represent IMCO’s investment strategies and processes to clients.
Role and Responsibilities :
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, and 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
Deliver investment product and market updates to IMCO clients in both virtual and in-person meetings.
Supporting the development of material / publications that communicate IMCO’s perspective on medium-to-long-term investment themes as well as timely insights on topical issues and relevant market events.
Working closely with IMCO’s investment team and portfolio construction team to design client content that demonstrates how IMCO’s research is reflected within portfolios and translated to actual investing.
Staying on top of market developments and integrating market data and sentiment into reporting and ad hoc analyses.
Gathering data and related information to quickly respond to client information requests.
Leading the implementation of reporting and operational enhancement requests.
Be accountable for the quality and timeliness of the content provided by the team.
Maintaining and expanding coverage of industry (domestic and international) investment trends across institutional asset management, ESG and sustainable investing, and other relevant market and global trends.
PROFESSIONAL QUALIFICATIONS
8-10 years of relevant experience within the investment industry or other relevant field.
Proven track record producing and delivering investment and performance reporting for institutional clients and pooled products.
Proven ability to translate investment data information into meaningful client commentary.
Institutional client relationship management experience would be an asset.
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.
Strong interest in the financial markets and investments; knowledge of investment performance and risk concepts.
Experience working with and manipulating large, complex data sets.
Strong project management skills.
Exceptional work ethic and strong attention to detail.
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.
Self-motivated, proactive, and able to change directions quickly.
Bachelor’s degree in Finance, Economics or a related discipline.
Investment industry-related designations such as CFA, FRM, CIPM, CAIA etc. are considered an asset.
WHAT IMCO CAN OFFER YOU :
IMCO offers a hybrid work model providing employees with flexibility and the opportunity to lead a well-balanced life. IMCO thrives on the challenge to be its best, to deliver an unparalleled employee experience and to work as one team to continuously improve the management of broader public-sector investment funds.
In addition to offering a competitive salary and comprehensive benefits package, IMCO prides itself on helping you reach your potential, making a difference in its communities, and achieving success that is mutual.
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