Senior Investment Advisor, Investment Consulting Expert
2 weeks ago
The Segal Group, Inc is seeking a seasoned investment advisor to lead the build of our investment consulting practice in Canada.
Job SummaryWe are looking for an experienced professional to provide expert advice on investment-related matters to various plans and asset owners. The successful candidate will have a deep understanding of investment markets, strategies, structuring, and relevant investment managers and sources.
The ideal candidate will contribute to portfolio asset allocation, risk, performance attribution, and operational projects. As a leader, they will also contribute to training, managing, and mentoring other team members.
We offer a competitive salary range of $150,000 - $250,000 per annum, depending on experience.
About The OpportunityThis role requires a demonstrated client experience with pension funds, benefit funds, and wealth management organizations. The successful candidate will have fifteen plus years of relevant investment advising experience with institutional asset owners.
- A deep understanding of investment markets, strategies, structuring, and relevant investment managers and sources.
- Contribution to portfolio asset allocation, risk, performance attribution, and operational projects.
- Leadership skills to contribute time to training, managing, and mentoring other team members.
The Segal Group, Inc is a privately owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.
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