Strategic Investment Partner

7 days ago

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

We are seeking a highly skilled and experienced Strategic Investment Partner to join our team at Aon Corporation. As a key member of our Investment Consulting practice, you will play a critical role in providing expert advice and guidance to our clients.

Key Responsibilities
  1. Lead and manage complex investment consulting projects, including pension and benefit plans, insurance funds, trust and endowment funds, and other special purpose funds.
  2. Develop and maintain strong relationships with clients, identifying and pursuing new business opportunities and expanding the scope of existing projects.
  3. Provide proactive and innovative support to clients, demonstrating sound judgment and ensuring appropriate follow-up with company employees, investment managers, directors, and clients.
  4. Mentor and train junior team members on specific client types and unique investment issues.
  5. Develop and articulate the value proposition of all Canadian investment consulting services.
  6. Lead ad hoc projects for the Canadian Investment Consulting senior management team and local executives.
Requirements
  • 12+ years of direct experience in a financial/investment consulting environment.
  • Experience working with institutional clients, especially handling a block of clients and client teams.
  • Proven problem-solving, analytical decision-making, and skills in developing solutions for complex clients/business issues.
  • Able to understand the short-term/long-term needs of clients; capable of identifying business development opportunities to effectively close consulting assignments.
  • Embraces creative spirit in work by recognizing and capitalizing on opportunities to help with the growth and expansion of the organization.
  • Ability to establish self as a trusted leader/advisor. Demonstrates strong client-facing skills with the ability to clearly articulate ideas, and information and to respond promptly and effectively to all inquiries.
  • Detail and results-orientated; able to work independently on diverse projects, able to balance multiple priorities in a fast-paced; high-pressure environment and meet project timelines.
  • A teammate who can work with various types of individuals.
  • Technical expertise and proven track record to remain current concerning investment industry trends, activity in the market, provincial and federal legislative policies and changes.
  • Planning and organizational skills through experiences; ability to effectively coordinate the delivery of projects and advisory services.
  • French/English bilingualism required due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
  • Must be persuasive, forward-thinking, progressive, energetic, and focused.
  • Analytical skills; accuracy and attention to detail.
  • Requires substantial travel to service clients.
Education
  • Bachelor's degree is required, preferably in Finance, Actuarial Science or Commerce or a related field, or equivalent years of experience.
  • Dedication to professional development. Completion of an MBA or CFA is preferred.
About Aon Corporation

Aon Corporation is a global professional services firm that provides a range of services including risk management, insurance, and investment consulting. We are committed to helping our clients make better decisions and achieve their goals.

We value diversity and inclusion and are committed to creating a workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

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