Senior Investment Consultant

2 months ago

Montreal, Quebec, Canada Aon Hewitt Full time
About the Role

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 delivering exceptional investment consulting services to our institutional clients.

Key Responsibilities
  • Client Service Delivery
    • Provide consulting support services and technical expertise to institutional clients, including pension and benefit plans, insurance funds, trust and endowment funds, and other special purpose funds.
    • Anticipate client issues, needs, or concerns and proactively develop solutions to meet those needs in partnership with the Account Executive/lead Consultants.
  • Business Development
    • Review client accounts and relationships and recommend 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.
    • Raise the profile of Aon and contribute to the development of the go-to-market strategy for the Investment Consulting Practice.
  • Team Collaboration
    • Assist in preparing and giving effective presentations to clients or prospects, as part of a team or individually.
    • Identify gaps between client needs and existing Aon Investment Consulting services and propose and develop service enhancements, adding to Aon's product/service portfolio and intellectual capital.
  • Leadership and Development
    • Work with other professional advisers, both internally and externally, on institutional investment funds across Canada.
    • Provide guidance, mentoring, and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.
Requirements
  • Experience
    • 7+ years of experience in a financial/investment consulting environment.
  • Education
    • A bachelor's degree is required, preferably in Finance, Actuarial Science, or Commerce, or equivalent years of experience.
    • Commitment to professional development.
  • Skills
    • 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.
    • Proven client relationship management skills and 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).

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