Portfolio Manager, Global Fundamental

AIMCo • Calgary, AB

2d • Hybrid

About The Position

We are seeking an experienced Portfolio Manager, Global Fundamental, to join our Public Equities team. The role will be based in Calgary, AB and plays a critical part in advancing the organization’s global investment strategy by supporting our existing internally managed global equity portfolio and contributing to evaluating prospective opportunities (new sub-strategies and/or mandates). Reporting to the Director, Global Fundamental, the Portfolio Manager will work in close collaboration across the broader collaborative Equities team – which includes Alpha Strategies, Global Fundamental, and Fundamental Equities Research – on emerging and existing investment opportunities for AIMCo and ultimately our clients. The successful candidate will work across the full investment lifecycle, including sourcing ideas, collaborating closely with the research team as ideas progress through the underwriting process, and executing and implementing investment ideas. This role requires a strong focus on portfolio construction, position sizing, and risk management. The position demands deep investment expertise, strong relationship management capabilities, and sound commercial judgment, along with the ability to represent a leading investment manager in complex, high‑profile environments while working with a broad network of internal and external stakeholders.

Requirements

• A strong investment track record with relevant institutional investment experience (typically 10+ years) ideally including multiple years of direct global portfolio management experience.
• Experience short selling and hedging is required.
• Experience with long-term investing in a concentrated portfolio motivated by rigorous fundamental analysis.
• Demonstrated experience in the design and implementation of directly managed public equity portfolios.
• Sophisticated knowledge of portfolio construction is required.
• Strong academic background demonstrating thoughtful and inquisitive curiosity and ongoing skills development.
• Relevant financial designation is highly desirable (i.e. CFA).
• Excellent verbal and written communication skills.
• Excellent stakeholder management skills, with the ability to influence and collaborate across geographies and functions.
• A strong team player with a passion for collaboration, development, and mentorship.
• Ability to balance multiple priorities, work independently, lead projects and thrive in a high-performance team environment.
• High degree of judgment, integrity, and professionalism, with comfort operating in a highly visible role.
• Ability and willingness to travel as required.

Nice To Haves

• Experience and success managing bespoke direct investments is considered an asset.

Responsibilities

• Assist in day-to-day portfolio management of a multibillion-dollar, multi-strategy global equity portfolio with a fundamental value-oriented implementation framework. This includes trading and portfolio construction decisions, and risk monitoring and management.
• Frequent interaction with other Portfolio Managers across internally managed equity strategies as well as regular collaboration with research team members on prospective and existing ideas.
• Participate in the idea generation and investment due diligence process for relevant positions and strategies.
• Provide cross-sector and cross-geography perspectives on global equity markets, with a keen focus on highlighting pockets of opportunity on both a relative and absolute basis.
• Assist with relevant equity capital markets engagements, co-investments, and bespoke investment processes, including establishing and developing relevant relationships.
• Promote a culture of continuous learning and improvement, innovation, and high performance.
• Collaborate with internal departments across AIMCo, including Legal, Risk, Valuations, Compliance, Sustainable Investing, and Client Relations, on a variety of internal processes.
• Collaborate with other asset classes across AIMCo on relevant investment opportunities, themes, and research.
• Represent AIMCo externally and be an engaged communicator of the Public Equities and Active Equities investment strategy and objectives.
• Interact with company management teams, equity research analysts, other sell-side contacts, industry experts, and other investors as appropriate.

Benefits

• inclusive, modern workplace where well-being is prioritized
• colleagues are enabled to do their best work
• motivated by our purpose and committed to creating long-term value for our clients and their beneficiaries

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed