Investment Consultant

1 day ago


Old Toronto, Canada MetaOption, LLC Full time
h3>Senior Investment Consultant

Skills: CFA, Investment Advising/Consulting experience with institutional asset owners, Qualified experience for the OSC portfolio manager registration, CIM, Broad Investment Knowledge, Broad Industry Connection

Experience level: Mid-senior

Education level: Bachelor’s degree

Relocation assistance: Limited assistance (Case by case basis)

Travel: Yes, 25% of the Time

Job Description

  • We are seeking an experienced institutional investment manager to join our investment consulting team and play a leading role in the further growth and development of our investment consulting practice in Canada.
  • The successful candidate will be responsible for providing investment advisory solutions and services to clients including corporate and multi-employer pension plans, endowments/foundations, private counsel operations, and wealth management programs.
  • Areas of expertise include investment consulting, portfolio management, investment research, investment product design, and business development in the Canadian marketplace.

The Role:

  • The successful candidate will have a demonstrated investment consulting experience with pension funds, benefit funds, and wealth management organizations. li>
  • institutional investment consulting, investment markets, strategies, and structuring, and relevant investment managers and sources;
  • portfolio asset allocation, risk, compliance, performance attribution, and operational projects;

Qualifications

  • Fifteen or more years of relevant investment advising/consulting experience with institutional asset owners.
  • Strong interpersonal skills to independently interact with clients, investor community, and investment managers.

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