Senior Investment Consultant

2 months ago

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

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

Key Responsibilities:
  • 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;
  • 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;
  • Reporting directly to the Practice Leader, you will participate in activities to develop new and existing investment consulting relationships;
  • You will support various investment consulting projects including designing, coordinating, preparing and delivering analytical consulting assessments.
Requirements:
  • 7+ years of experience in financial / investment consulting environment;
  • 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;
  • Ability to support a book of business;
  • 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;
  • 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;
  • Experienced with Microsoft Office suite of business applications (Word, Excel, and PowerPoint);
  • Some travel is required to service clients;
  • A bachelor's degree is required, preferably in Finance, Actuarial Science or Commerce or a related field, or equivalent years of experience;
  • Completion of an MBA or CFA is preferred.

We offer a dynamic, results-driven team environment that brings experience as strategic consultants, across all asset classes. Our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. 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. 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.

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