Sr Mgr Portfolio Anlys&Resch

Role Responsibilities

Shape Alberta’s investment strategy and strengthen oversight across billions in public assets.

Are you passionate about governance, capital markets, and investment performance? As the Senior Manager, Portfolio Analysis & Research, you’ll be at the center of how Alberta monitors, reports, and evolves its investment portfolio. From the Alberta Heritage Savings Trust Fund to endowment and Crown-managed investments, your leadership will ensure accountability, transparency, and performance in line with Albertans’ expectations.

This is a high-impact role requiring strategic thinking, strong financial acumen, and excellent stakeholder engagement. You will collaborate with entities such as AIMCo, the Heritage Fund Opportunities Corporation (HFOC), and standing committees to inform policy, review investment outcomes, and ensure effective governance practices.

•    Support the development of high-level investment objectives and provide oversight on performance and cost efficiency, ensuring
     that Crown-managed portfolios are governed in alignment with these objectives and deliver long-term value for money in
     accordance with the province’s strategic outcomes.
•    Translate investment objectives into measurable performance indicators by analyzing the investment policies developed by Crown
     corporations, and report back to the department, Minister, and legislative committees on how portfolios are performing relative to
     those objectives.
•    Provide strategic oversight of investment-related policies including cost effectiveness, responsible investing, leverage and
     derivatives usage, and income forecasting.
•    Liaise with internal and external partners including AIMCo, HFOC, and government ministries to align investment activities with
     fiscal planning and governance requirements.
•    Oversee the preparation of quarterly and annual Alberta Heritage Savings Trust Fund reports, including standing committee
     presentations and public-facing reporting.
•    Analyze complex policy issues related to delegated investment authorities and advise on improvements to governance frameworks.
•    Advocate for portfolio performance improvements through data synthesis, benchmarking, and strategic recommendations.

Please click on this link to view the job description for this position.

APS Competencies

Competencies are behaviors that are essential to reach our goals in serving Albertans. We encourage you to have an in depth understanding of the competencies that are required for this opportunity and to be prepared to demonstrate them during the recruitment process.

This link will assist you with understanding competencies:
https://www.alberta.ca/system/files/custom_downloaded_images/psc-alberta-public-service-competency-model.pdf.

In this role, you will contribute to our team by demonstrating the following behavioral competencies:

•    Systems Thinking – Recent changes to the department have created the need to develop systems thinking in new ways. This role
     requires the ability to set key performance indicators, and evaluate crown agencies against their mandate and roles. To do this
     effectively, systems will have to be built.
•    Creative Problem Solving – Investment management is complex and often involves navigating situations without clear precedent.

Success in this role requires initiative, independent thinking, and strong problem-solving skills. It is not a role for passive execution,

it demands accountability, the ability to identify and resolve issues proactively, and the judgment to recognize and address

potential challenges before they escalate.

•    Agility – Improvements are always going to have to be made. This role requires a self starter willing to see those issues and do
     something about them by acknowledging them, and finding solutions. This role also requires the ability to wear multiple hats at
     times, or take on challenges one has never seen before. Being able to pivot when an outcome is not progressing as expected and
     moving onto a better strategy is required.
•    Drive for Results – This role can be thought of as an advocate for Albertans and requiring the mindset of an asset owner. The
     role is to enforce positive outcomes on behalf of the ultimate beneficiaries.
•    Developing Networks – Policy work done with regards to government investments is the result of the needs of the ecosystem.
     Developing networks between key stakeholders, and a network of other professionals is key to understanding and the development
     of policy solutions.
•    Building Collaborative Environment - The role requires consistent interaction between groups internal to government and
     external
     to government. Leading cross-functional collaboration is imperative for achieving outcomes.
•    Develop Self and Others – The investment management industry is always rapidly changing and developing. Staying up to date
     with trends and best practices is required, making professional development an essential aspect of the role.

Qualifications

University degree in Business, Finance, Economics, or related discipline plus a minimum of 6 years extensive experience in governance, investment oversight, or capital markets. Demonstrated experience in portfolio construction, debt capital markets, and/or treasury operations. Strong track record in investment manager due diligence, data analysis, and financial modeling.

Candidates with relevant professional designations such as CFA, FRM, and CAIA are preferred.

The following are considered assets:
•    Deep understanding of institutional investing, asset owner benchmarking, and fund governance practices.
•    Experience preparing reports and presentations for senior government committees and diverse stakeholders.
•    Strong ability to communicate complex investment concepts to both technical and non-technical audiences.
•    Proven success in developing networks across government departments, Crown corporations, and investment entities.
•    Familiarity with the Alberta Heritage Savings Trust Fund, Crown pension plans, endowment funds, and public sector accountability frameworks.

Please submit a cover letter and a resume that outline how your experience relates to the position to help us better understand how your qualifications relate to this role.

Minimum recruitment standards outline the minimum education and experience required for appointment to a job classification. 
Refer to https://www.alberta.ca/alberta-public-service-minimum-recruitment-standards.

Notes

Note to recruiter: Job ads must identify the hours of work (e.g. 36.25) an   d the anticipated duration for temporary positions. If filling multiple positions through one competition, this section can be used to provide position details related to temporary, permanent, part-time/full-time, anticipated duration and hours of work – or the term “varies/various” can be used if necessary.
Other examples of information that could be included: if a security screening is required; if secondments or underfills will be considered; northern allowance; shift work; travel; etc.