Expert Investment Strategist for Institutional Clients
1 day ago
Job Summary
We are seeking an experienced institutional investment manager to join our investment consulting team and play a leading role in the further growth and development of our investment consulting practice in Canada. The successful candidate will be responsible for providing investment advisory solutions and services to clients, including corporate and multi-employer pension plans, endowments/foundations, private counsel operations, and wealth management programs.
About the Role
- The successful candidate will have a demonstrated investment consulting experience with pension funds, benefit funds, and wealth management organizations.
- Areas of subject matter expertise include institutional investment consulting, investment markets, strategies, and structuring, and relevant investment managers and sources.
- The candidate will be responsible for portfolio asset allocation, risk, compliance, performance attribution, and operational projects.
- They will also develop, educate, manage, and mentor other team members.
Key Qualifications
- Fifteen or more years of relevant investment advising/consulting experience with institutional asset owners.
- Qualified experience for the OSC portfolio manager registration.
- High ethical and professional standards.
- Proven leadership and collaboration ability.
- Strong interpersonal skills to independently interact with clients, investor community, and investment managers.
- Collaborative team skills as an excellent listener, learner, and contributor.
- Strong verbal, written, and presentation skills.
- Ability to handle multiple tasks with accuracy against deadlines.
- Compliance experience will be a plus.
Total Rewards Program
The current salary range for this position is $150,000 CAD to $220,000 CAD, commensurate with experience, plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, extended health benefits, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement.
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