Senior Investment Consultant

4 weeks 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 Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.

Key Responsibilities:

  • Providing consulting support services and technical support on a range of advisory and OCIO Investment clients and accounts;
  • Anticipating client issues, needs or concerns and proactively developing solutions to meet those needs in partnership with the Account Executive/lead Consultants;
  • Reviewing client accounts and relationships and 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;
  • Raising the profile of Aon;
  • Contributing to the development of the go to market strategy for the Investment Consulting Practice;
  • Assisting in preparing and giving effective presentations to clients or prospects, as part of a team or individually;
  • Identifying 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;
  • Working with other professional advisers, both internally and externally (i.e., record keepers, investment managers, etc.) on institutional investment funds across Canada;
  • Providing guidance, mentoring and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.
Requirements

To be successful in this role, you will need:

  • 7+ years of experience in financial / investment consulting environment;
  • Thorough understanding of institutional investment and investment industry insight and processes. Ideally gained from direct experience in a manager research, fund management, investment consulting or in a plan sponsor role;
  • 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.
About Aon Hewitt

Aon Hewitt is a leading global professional services firm providing 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 of experts provides innovative and effective solutions to help our clients navigate the complexities of the modern business environment.

We are proud to be an equal opportunity workplace and welcome applications from all qualified candidates. Aon Hewitt is committed to diversity and inclusion and is an affirmative action employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected characteristic.

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