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Senior Analyst, Client Analytics & Reporting

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Job Description - Senior Analyst, Client Analytics & Reporting

CLOSING DATE:

March 8, 2026

Opportunity

This is a unique opportunity that is directly responsible for measuring and reporting how well AIMCo ensures the prosperity, security, and opportunity for hundreds of thousands of Albertans.

The Investment Performance, Analytics and Reporting (IPAR) team provides independent, insightful, accurate and timely investment performance analytics and attribution information for AIMCo’s clients, Total AIMCo, including all pools, and individual strategies. The IPAR team is closely integrated with external and internal clients to better understand investment strategies and provide them with insights that bring them closer to their investment performance goals. The Reporting group within the IPAR team is responsible for all external client and consultant reporting, providing AIMCo’s clients a comprehensive view of their investments.

As a Senior Analyst, focusing on Reporting on AIMCo’s Investment Performance, Analytics & Reporting team, you, along with the rest of the team, will be responsible for gathering investment data and commentary from across the organization and producing monthly, quarterly, and adhoc client reports. You will also bring fresh ideas of reporting trends from the industry and be involved in continuous improvement of reporting content.

Responsibilities:

  • Propose new ideas on reporting content and collaborate with internal stakeholders to bring new ideas to fruition.

  • Support development of timelines and processes to meet the deadlines and expectations.
  • Assist to develop and implement effective reporting and analysis to improve interpretation of Investment, Risk, Accounting, Performance and Attribution information.
  • Analyze and interpret large volumes of data from Investment, Risk, Accounting, Performance and Attribution systems to facilitate various reporting to ‘tell a story’.
  • Keep abreast of the Investment markets and weave market sentiments into reporting and ad hoc analyses.
  • Maintain high quality of presentation and accuracy with all information disseminated through our reports and dashboard.
  • Understand AIMCo investment pools & benchmarks and how they relate to client asset mandates to provide excellent service to our clients.
  • Gather various data and commentary from internal stakeholders to produce monthly and quarterly investment reports for clients, consultants, AIMCo Executives and Board members.
  • Respond to inquiries from clients and client consultants in a consultative and timely manner.
  • Fulfill ad-hoc external client and consultant inquiries, working with various internal teams to gather the appropriate information.
  • Improve quality checks and reduce manual processes through automation.
  • Lead the implementation of reporting and operational enhancement requests.
  • Participate in new projects relating to Investment Performance, Analytics and Reporting

Success:

  • In the first 6 months, with the support of your team, you will understand AIMCo’s investment pools and client reports. You will be able to produce error-free monthly and quarterly reports y and assist with commentary writing for some sections of the reports. You will take part in training on investment performance and attribution. You will make meaningful enhancements to our report content and processes

Our Ideal Candidate:

  • Bachelor’s or Master’s degree in finance, business or related field such as mathematics, computer science with a finance component.
  • 4+ years of experience in pension, investment management, or investment reporting is a strong asset.
  • Indepth knowledge of institutional investments, portfolio management, pension and endowment financing is advantageous.
  • Demonstrates a clear ability to analyze, interpret and articulate financial data.
  • Advanced experience developing high-quality, cutting-edge client reporting materials.
  • Superior problem-solving skills, exceptional initiative and thrives under pressure and deadlines.
  • Advanced skills in Excel, Powerpoint, Publisher, and Word is desirable.
  • Strong relationship building, communication, and writing skills. Proven attention to detail and eye for accuracy.
  • Ability to translate investment data information into meaning client commentary is desirable.
  • Investment-related designations such as CFA, FRM, CIPM, CAIA etc. is desirable
  • Professional exposure to SQL querying is desirable.
  • Investment knowledge and experience with SQL, Python and Power BI tools is desirable.
  • Demonstrates a strong commitment to AIMCo’s core values of excellence, transparency, humility, integrity and collaboration, while inspiring the same in others

Note: This role will close at 11:59pm March 7th

Next Steps

We are excited to meet you. Please submit your resume or CV to be considered for this opportunity. Applications are being reviewed on a rolling basis and we will be in touch with any questions.

Final candidates will be asked to undergo a security screening, which includes a credit bureau and a criminal record investigation, the results of which must be acceptable to AIMCo.

ALERT - Be on the lookout for AIMCo career opportunities advertised through third parties that request an application fee or too much information. To verify, all opportunities are posted on aimco.ca/jobs
 

At AIMCo, we draw upon the differences in who we are, where we come from and the way we think to deliver results for the Albertans who rely on us. We offer an inclusive, modern workplace where well-being is prioritized, and colleagues are enabled to do their best work. Our team members are motivated by our purpose and committed to creating long-term value for our clients and their beneficiaries.

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