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Senior Investment Consultant

2 months ago

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

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

Key Responsibilities
  • Provide consulting support services and technical support on a range of advisory and OCIO Investment clients and accounts;
  • Anticipate client issues, needs or concerns and proactively develop solutions to meet those needs in partnership with the Account Executive/lead Consultants;
  • 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;
  • Contribute to the development of the go to market strategy for the Investment Consulting Practice;
  • 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; propose and develop service enhancements, adding to Aon's product/service portfolio and intellectual capital;
  • Work with other professional advisers, both internally and externally (i.e., record keepers, investment managers, etc.) 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
  • 7+ years of experience in financial / investment consulting environment;
  • Thorough understanding of institutional investment and investment industry insight and processes. Ideally gained from direct experience in a manager research, fund management, investment consulting or in a plan sponsor role;
  • Understanding of investment concepts and the financial markets;
  • Knowledge of the Canadian pension fund market;
  • Proven client relationship management skills; 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);
  • Some travel is required to service clients;
  • A teammate who can work with various types of individuals;
  • Collaboration within a matrix environment; and
  • A desire to contribute to the success of Aon.
What We Offer

Aon is an equal opportunity employer and welcomes applications from all qualified candidates. We offer a comprehensive benefits package, a dynamic and inclusive work environment, and opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

Aon is committed to diversity and inclusion. We are an equal opportunity employer and welcome applications from all qualified candidates. We are proud to be an inclusive workplace where all colleagues feel empowered to be their authentic selves.