Senior Vice President, Investment Consultant
1 month ago
Unlock Your Potential as a Senior Investment Professional at Segal
The Opportunity:
We are seeking a seasoned investment advisor to join our Canadian Leadership Team and play a key role in the growth of our investment consulting practice. As a member of our team, you will be responsible for providing expert advice on investment-related matters to our clients, conducting in-depth research, and building strong relationships with key stakeholders in the Canadian marketplace.
The Role:
The ideal candidate will have a proven track record of success in investment advising, with a deep understanding of investment markets, strategies, and relevant investment managers and sources. They will contribute to portfolio asset allocation, risk management, and operational projects, and demonstrate strong leadership and collaboration skills.
Requirements:
To be considered for this role, you will require:
- High ethical and professional standards.
- At least 15 years of relevant investment advising experience with institutional asset owners.
- CFA designation.
- Qualified experience for the OSC portfolio manager registration.
- Compliance experience will be an asset.
- Proven leadership and collaboration ability.
- Strong interpersonal skills to interact with clients, investor community, and investment managers.
- Collaborative team skills as an excellent listener, learner, and contributor.
- Strong verbal, written, and presentation skills.
- Ability to handle multiple tasks with accuracy against deadlines.
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