Senior Investment Consultant

2 months ago

Montreal, Quebec, Canada Aon Hewitt Full time
About the Role

We are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting Practice, you will be responsible for delivering exceptional investment consulting services to our institutional clients.

Your primary focus will be on providing expert advice and support to clients, helping them navigate the complexities of the investment landscape and achieve their goals. You will work closely with our clients to understand their needs, develop tailored solutions, and implement effective investment strategies.

Key Responsibilities
  • Provide consulting support services to institutional clients, including pension and benefit plans, insurance funds, trust and endowment funds, and other special purpose funds.
  • Anticipate client issues, needs, or concerns and proactively develop solutions in partnership with the Account Executive/lead Consultants.
  • Review client accounts and relationships, recommending ways to improve the value Aon brings to the client, based on a deep understanding of the client's business and insight into industry and investment trends.
  • Raise the profile of Aon and contribute to the development of the go-to-market strategy for the Investment Consulting Practice.
  • Assist in preparing and giving effective presentations to clients or prospects, as part of a team or individually.
  • Identify gaps between client needs and existing Aon Investment Consulting services, proposing and developing service enhancements, adding to Aon's product/service portfolio and intellectual capital.
  • Work with other professional advisers, both internally and externally, on institutional investment funds across Canada.
  • Provide guidance, mentoring, and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.
Requirements
  • 7+ years of experience in a financial/investment consulting environment.
  • Thorough understanding of institutional investment and investment industry insight and processes.
  • Understanding of investment concepts and the financial markets.
  • Knowledge of the Canadian pension fund market.
  • Proven client relationship management skills, ability to support a book of business.
  • Establish yourself as a trusted advisor.
  • Demonstrate strong client-facing skills with the ability to clearly articulate ideas and information and to respond promptly and effectively to all inquiries.
  • Manage an extensive portfolio of diverse Institutional clients, including interaction with C-suite level personnel and investment committees in these client groups.
  • Demonstrated problem-solving, analytical decision-making, and developing solutions for clients/business issues.
  • Entrepreneurial and creative spirit by recognizing and capitalizing on opportunities to help with the growth and expansion of the organization.
  • Detail and results-orientated; able to work independently on various projects, able to balance multiple priorities in a fast-paced, high-pressure environment and meet project targets.
  • Technical expertise and the proven ability to remain current concerning investment industry trends, activity in the market, provincial and federal legislative policies and changes.
  • Persuasive, forward-thinking, progressive, energetic, and focused.
  • Strong analytical skills; accuracy and attention to detail.
  • Excellent verbal and written communication skills.
  • Experienced with Microsoft Office suite of business applications (Word, Excel, and PowerPoint).
  • Some travel is required to service clients.
  • A teammate who can work with various types of individuals.
  • Collaboration within a matrix environment.
  • A desire to contribute to the success of Aon.
Education
  • A bachelor's degree is required, preferably in Finance, Actuarial Science, or Commerce, or equivalent years of experience.
  • Commitment to professional development.
  • Completion of an MBA or CFA is preferred.
About Aon Hewitt

Aon Hewitt is a leading global professional services firm that provides a range of human capital, risk, retirement, and health solutions. We are committed to helping our clients achieve their goals and improve their performance. Our team is dedicated to delivering exceptional service and expertise to our clients, and we are seeking a talented individual to join our team.

We value diversity and inclusion and are committed to creating a workplace where everyone feels valued, respected, and empowered to contribute their best work. We offer a comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) plan and other benefits.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and talented individual who is passionate about delivering exceptional service and expertise to our clients, we encourage you to apply for this exciting opportunity.

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