Senior Investment Consultant

2 months ago

Montreal, Quebec, Canada Aon Hewitt Full time
Senior Investment Consultant

Are you a seasoned investment professional looking for a new challenge? Do you have a passion for delivering exceptional investment consulting services to institutional clients?

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 providing expert advice and guidance to our clients on a range of investment-related matters.

Key Responsibilities:
  • Deliver investment consulting services to institutional clients, including pension and benefit plans, insurance funds, and other special purpose funds.
  • Anticipate client needs and develop solutions to meet those needs in partnership with the Account Executive/lead Consultants.
  • Review client accounts and relationships to identify opportunities for improvement and recommend ways to enhance the value Aon brings to the client.
  • Contribute to the development of the go-to-market strategy for the Investment Consulting Practice.
  • Identify gaps between client needs and existing Aon Investment Consulting services and propose service enhancements.
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.
  • Ability to support a book of business and manage an extensive portfolio of diverse Institutional clients.
  • 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.
  • Ability to work independently on various projects and balance multiple priorities in a fast-paced, high-pressure environment.
  • Technical expertise and the proven ability to remain current concerning investment industry trends, activity in the market, provincial and federal legislative policies and changes.
  • Experience with Microsoft Office suite of business applications (Word, Excel, and PowerPoint).

We offer a dynamic, results-driven team environment that brings experience as strategic consultants across all asset classes. If you are a motivated and results-driven professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process, and to perform essential job functions once onboard.

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