Associate Director, Institutional Client Management

iAGAM / Front office / Institutional Client Management and Sustainable Investment / CFA  / Quebec City-Montreal-Toronto / Bilingualism / Hybrid / Start as soon as possible

iA Global Asset Management (iAGAM) Overview
A magnet for top investment talent, iAGAM is one of Canada’s largest asset managers, with over $100 billion under management across institutional and retail mandates. We help investors achieve their long-term wealth creation goals through innovative investment solutions designed for today’s complex markets. We are building upon our historic success, supporting the growth of our core strengths, and exploring innovative ways to meet investor needs. We are rooted in history and innovating for the future. Our experienced portfolio managers use a proprietary investment methodology, rooted in iAGAM’s unifying commitment to strong risk management, analytical rigour and a disciplined, process-driven approach to asset allocation and security selection.

Job Description

iAGAM is seeking a motivated and experienced investment professional to join its Institutional Client Management team, dedicated to client relation management and business development. Reporting to the Vice-President, Head of Institutional Clients, you will partner closely with portfolio managers and business development teams by combining technical expertise and your communication skills to support the organization’s growth, as well as income and asset retention. You will also participate in a broad range of projects and activities.

Role and Responsibilities

• Provide exceptional client service.
• Maintain a strong understanding of the needs and expectations of iAGAM’s clients, the investment process and the strategies.
• Act as a product specialist for fixed-income, equity and multi-asset investments. If required, support portfolio managers during in-person or virtual meetings with existing clients and prospects.
• Support portfolio and client relationship managers in client-facing and advisor-facing channels during different industry events, contributing to thought leadership and insights on markets and our investment products, by effectively communicating iAGAM’s principles, investment approaches and processes, our competitive advantages, and our portfolio positioning and outlook.
• Contribute to creation, review, quality control and maintenance of marketing documents and presentations, writing portfolio commentaries, due diligence materials and monthly/quarterly client reports.
• Update investment databases and respond to consultants’ DDQs and prospects’ RFPs/RFIs.
• Proactively collaborate with our distribution partners’ wholesaling teams to ensure that financial advisors, investors, consultants and other decision-makers have access to our investment and marketing content.  
• Support the organization and coordination of the investment team’s marketing and sales events.
• Liaise with the Fund Oversight and Management team, Sales, Product and Marketing teams to support client servicing with performance and strategy update data.
• Participate in adhoc projects and activities.

Required Profile

• Master’s/bachelor’s degree in finance, business administration, or other related fields. CFA or CIM designations preferred.
• Minimum of 7-10 years of experience in the asset management industry, preferably with an institutional clientele.
• In-depth knowledge of global financial markets and investment products.
• Registration as an assistant or advising representative (Portfolio Manager) with regulatory authorities is essential.
• Strong communication skills (in French and English) with the ability to communicate complex investment concepts to diverse audiences with varying degrees of investment knowledge, and ability to discern and adapt to different levels of sophistication.
• Highly self-motivated individual who will be committed to sustaining and growing our assets.
• Advanced level of French and English language proficiency, as the role will involve daily strategic verbal and written interactions with both external clients and Toronto-based internal partners and colleagues within the Investment sector, participating in team meetings as well as doing presentations and client meetings. English will also be used for creating and reviewing presentations and marketing documents, various client reports, due diligence materials, etc.
• Strong organizational skills with the agility needed to work on multiple projects simultaneously and manage deliverables with strict timelines.
• Team player, analytical, critical thinking and attention to detail.
• Flexibility to travel.

Intrigued by this challenge? Recognize yourself in the profile? We want to learn more about you!

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iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.