Senior Investment Solutions Professional
7 days ago
We are seeking a Senior Investment Solutions Professional to join our team at Aon Hewitt. This is a hybrid role that offers the flexibility to work both virtually and from our Montreal office.
About the RoleThe successful candidate will be responsible for delivering investment consulting services to institutional clients, including pension and benefit plans, insurance funds, trust and endowment funds, and other special purpose funds. Key responsibilities include:
- Providing consulting support services and technical expertise on a range of advisory and OCIO investment clients and accounts;
- Anticipating client issues, needs, or concerns and proactively developing solutions 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;
- Contributing to the development of the go-to-market strategy for the Investment Consulting Practice;
- 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;
- Providing guidance, mentoring, and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.
To succeed in this role, you will need:
- 7+ years of experience in a financial/investment consulting environment;
- A 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 plan sponsor role;
- Understanding of investment concepts and the financial markets;
- Knowledge of the Canadian pension fund market;
- The ability to 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;
- An entrepreneurial and creative spirit, recognizing and capitalizing on opportunities to help with the growth and expansion of the organization;
- 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);
- Some travel may be required to service clients.
The estimated annual salary for this role is $110,000 - $140,000 CAD, depending on experience and qualifications. In addition to a competitive salary, we offer a comprehensive benefits package and opportunities for professional growth and development.
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