Role Summary

The Principal, Overlay Management is a core investment leadership role within the Overlay Management group in the Global Multi-Assets Strategies (GMAS) team in Toronto. The position is responsible for developing and implementing global public equity views, translating macroeconomic and market insights into disciplined portfolio actions, and managing passive and tactical equity‑related exposures.

Key Responsibilities

• Develop global public equity investment views informed by macroeconomic analysis, valuation signals, and market dynamics.
• Lead the design and execution of public equity‑related tactical asset allocation (TAA) decisions within defined risk limits and governance frameworks.
• Implement portfolio adjustments to improve total plan risk–return outcomes, including equity exposure tilts, rebalancing actions, in coordination with Currency and Fixed Income positioning within Overlay Management.
• Conduct and lea...