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Kathy Marshall, Cfa Email & Phone Number

Senior Investment & External Portfolio Management | Capital Markets | Financial Analysis | International Equity Markets at Alberta Investment Management Corporation (AIMCo)
Location: Victoria, British Columbia, Canada 4 work roles 3 schools
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Role
Senior Investment & External Portfolio Management | Capital Markets | Financial Analysis | International Equity Markets
Location
Victoria, British Columbia, Canada
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Who is Kathy Marshall, Cfa? Overview

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Quick answer

Kathy Marshall, Cfa is listed as Senior Investment & External Portfolio Management | Capital Markets | Financial Analysis | International Equity Markets at Alberta Investment Management Corporation (AIMCo), a company with 511 employees, based in Victoria, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Kathy Marshall, Cfa.

Kathy Marshall, Cfa previously worked as Director Client Management at Alberta Investment Management Corporation (Aimco) and Portfolio Manager of External Manager Program, Public Equities at Bcimc. Kathy Marshall, Cfa holds Masters In Businesss Adminstration from University Of Hartford.

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Email format at Alberta Investment Management Corporation (AIMCo)

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Alberta Investment Management Corporation (AIMCo)

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Profile bio

About Kathy Marshall, Cfa

"Leadership is not about a title or a designation. It's about impact, influence and inspiration."  - Robin Sharma        I have built my career on the foundation of three tenets that incorporate Robin Sharma's philosophy:  ♦ Impact involves getting results; ♦ Influence is about spreading the passion I have for my work, and; ♦ Inspiring my team and customers results in exceeding expectations.As a Senior Portfolio Manager of External Managers, I have extensive experience in both domestic and international capital markets. I am proud of the fact that I effectively build, lead and advise significant portfolios and diverse global managers in high-growth markets and complex finance activities - and - I achieve that with best-in-class analytical skills, manager screening, portfolio construction, monitoring, and transition management. One of my specialties is being a strategic and decisive thought leader consistently inspiring trust in team and client relationships while executing robust initiatives and business processes to expand operations. And I enjoy implementing and communicating strategies at all levels to deliver across-the-board results. My earlier career in BC Ministry of Finance consulting and treasury functions helped set the stage for my current advancement. Quite simply, my passion is my dedication to excellence and to providing solutions to help others.  My areas of expertise include:✪ CFA Charterholder since 2011✪ High Performance Teams✪ Emerging Markets✪ Risk Management✪ ESG Integration✪ Negotiations

Current workplace

Kathy Marshall, Cfa's current company

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Alberta Investment Management Corporation (AIMCo)
Alberta Investment Management Corporation (Aimco)
Senior Investment & External Portfolio Management | Capital Markets | Financial Analysis | International Equity Markets
edmonton, alberta, canada
Website
Employees
511
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4 roles · 32 years

Kathy Marshall, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager Of External Manager Program, Public Equities

Victoria, British Columbia

♦ Responsible for a large portfolio ($35+ billion) of 25+ external Canadian, Global and Emerging Market Managers on behalf of BCI clients. Extensive global network of niche and large global asset managers developed over a decade. ♦ Completely restructured underperforming Active Canadian Large Cap and Small Cap portfolios and Active Europe portfolio.

2007 - 2018 ~11 yrs

Senior Client Service Consultant

Victoria, British Columbia

♦ Client Consultant focused on asset mix, reporting client results, Boards presentations, Board Trustee orientation program development, and all client reporting. Helped build Client Service Department and function from the ground up. ♦ Developed annual 2-day client conference; recommended topics, sought global speakers, and orchestrated all project.

2003 - 2007 ~4 yrs

Successful Progression In An Array Of Treasury Roles

Ministry Of Finance And Corporate Relations

Victoria, BC

♦ Senior Consultant, Internal Government Consulting Group | 1 year; one of four consultants hired for pilot project to develop performance plans and measures for clients at ministry, division and branch levels. ♦ Treasury Board Staff & Analyst | 5 years; responsible for several ministries including Aboriginal Affairs and Ministry of Finance. Reviewed.

1994 - 2003 ~9 yrs
Team & coworkers

Colleagues at Alberta Investment Management Corporation (AIMCo)

Other employees you can reach at aimco.ca. View company contacts for 511 employees →

3 education records

Kathy Marshall, Cfa education

Chartered Financial Designation

Cfa Institute
FAQ

Frequently asked questions about Kathy Marshall, Cfa

Quick answers generated from the profile data available on this page.

What company does Kathy Marshall, Cfa work for?

Kathy Marshall, Cfa works for Alberta Investment Management Corporation (AIMCo).

What is Kathy Marshall, Cfa's role at Alberta Investment Management Corporation (AIMCo)?

Kathy Marshall, Cfa is listed as Senior Investment & External Portfolio Management | Capital Markets | Financial Analysis | International Equity Markets at Alberta Investment Management Corporation (AIMCo).

Where is Kathy Marshall, Cfa based?

Kathy Marshall, Cfa is based in Victoria, British Columbia, Canada while working with Alberta Investment Management Corporation (AIMCo).

What companies has Kathy Marshall, Cfa worked for?

Kathy Marshall, Cfa has worked for Alberta Investment Management Corporation (Aimco), Bcimc, and Ministry Of Finance And Corporate Relations.

Who are Kathy Marshall, Cfa's colleagues at Alberta Investment Management Corporation (AIMCo)?

Kathy Marshall, Cfa's colleagues at Alberta Investment Management Corporation (AIMCo) include Rupert Wingfield, Kripesh Kutty, Kevin Xu, Raja Ram Prusty, and Spencer Boles.

How can I contact Kathy Marshall, Cfa?

You can use AeroLeads to view verified contact signals for Kathy Marshall, Cfa at Alberta Investment Management Corporation (AIMCo), including work email, phone, and LinkedIn data when available.

What schools did Kathy Marshall, Cfa attend?

Kathy Marshall, Cfa holds Masters In Businesss Adminstration from University Of Hartford.

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