Senior Investment Consultant

4 weeks ago

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

Aon Hewitt is seeking a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.

Key responsibilities include:

  • 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.
You Bring Knowledge and Expertise
  • 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.
Education
  • A bachelor's degree is required, preferably in Finance, Actuarial Science or Commerce or a related field, or equivalent years of experience;
  • Commitment to professional development;
  • Completion of an MBA or CFA is preferred.
How we support our colleagues

Aon Hewitt values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. 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.

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.

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