Job Description

Position: Institutional Investor Relations

Location: Calgary, AB

Type: Full-time

About Us

Matco Financial Inc. is an independent Canadian investment management firm based in Calgary. We specialize in providing customized investment solutions to high-net-worth individuals, families, foundations, and institutions. With a commitment to disciplined portfolio management and personalized client service, we are growing our reach across Canada and are looking for a motivated professional to join our team.

Role Overview

We are seeking a proactive and relationship-focused Investor Relations Associate to join our team. This Canada-based role will work closely with Matco's Portfolio Managers and Marketing team to drive new business opportunities, enhance investor communications, and elevate the firm's national presence.

The ideal candidate brings a blend of financial services experience, entrepreneurial initiative, and strong interpersonal skills. This is an excellent opportunity for someone passionate about connecting investors with investment solutions while working in a collaborative and fast-paced environment.

Key Responsibilities

Prospect & Pipeline Development

Research and build a prioritized list of prospective institutional clients (Investment advisors, financial planners. Non-Profit organizations, pension plans, endowments, foundations, consultants, multi?family offices, etc.)

Maintain detailed activity records and opportunity stages in CRM

Outbound Engagement

Initiate outreach (in person, phone, email, LinkedIn) to decision?makers, articulating Matco's value proposition confidently and clearly

Build and maintain media relationships

Schedule introductory calls for qualify leads, setup in?person or virtual meetings with the Portfolio Managers

Event & Webinar Execution

Plan, coordinate, and host client webinars, lunch?and?learns, and small?format round?tables featuring Matco Mutual Funds

Own the logistics (invitations, platform setup, follow?up) to ensure flawless delivery and strong attendance

Collaborate with Marketing and Compliance to keep materials current and on?message

Relay prospect feedback and competitive intelligence to PMs and Marketing, helping refine product positioning and roadmap

Relationship Stewardship

Serve as an articulate, enthusiastic ambassador for Matco at conferences and industry events

Provide timely, proactive service to prospects and existing institutional clients; coordinate with Operations and Compliance to resolve queries

Qualifications

2-4 years of experience in sales, investor relations, or client service within investment management or wealth advisory

Strong understanding of investment products, fund structures, and Canadian investor channels

Proven track record in institutional wholesale markets

Entrepreneurial mindset with the ability to self-direct and contribute to firm-wide growth initiatives

Proven ability to build relationships and generate leads through cold outreach and professional networking

Proficient in CRM platforms (Salesforce) and LinkedIn Sales Navigator

Excellent verbal and written communication skills, with strong attention to detail

Experience planning and executing webinars, roadshows, or events with investment professionals

Bachelor's degree in Finance, Business, Economics or a related field

Completion of the Canadian Securities Course (CSC) required; CIM or CFA designation is an asset

What We Offer

Competitive compensation including base salary and performance incentives

A supportive and entrepreneurial team environment

Direct exposure to senior Portfolio Managers and firm-wide strategy

Comprehensive benefits and support for continuing education and professional development

To Apply

Please submit your resume and a short cover letter to careers@matcofinancial.ca with the subject line: Institutional Investor Relations.

Job Type: Full-time

Benefits:

Dental care Extended health care
Application question(s):

Do you have a proven record in institutional wholesale markets?
Education:

Bachelor's Degree (preferred)
Experience:

Investment Management : 2 years (preferred)
Work Location: In person