Current jobs related to Pension Portfolio Strategist - Toronto - WTW

  • Assistant Portfolio Strategist

    6 days ago

    Toronto, Canada WTW Full time

    202500498 - Toronto, Ontario, Canada - Bevorzugt **Description**: **The Role** As an Assistant Portfolio Strategist and a member of the Portfolio Management Group (PMG), you will support the portfolio strategist in performing strategic asset reviews and maintaining WTW modeling tools. Your primary focus will be on our OCIO clients, for whom you will...

  • Assistant Portfolio Strategist

    3 days ago

    Toronto, Canada WTW Full time

    **Description**: **The Role** As an Assistant Portfolio Strategist and a member of the Portfolio Management Group (PMG), you will support the portfolio strategist in performing strategic asset reviews and maintaining WTW modeling tools. Your primary focus will be on our OCIO clients, for whom you will design strategic asset allocation and de-risking...

  • Portfolio Strategist

    2 weeks ago

    Toronto, Canada Fidelity Investments Full time

    Job Description - You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement._ Company Overview At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly...

  • Portfolio Strategist

    2 weeks ago

    Toronto, Canada Fidelity Investments Full time

    Job Description - You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement._ Current work authorization for Canada is required for all openings. Company Overview At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range...

  • Bilingual Portfolio Strategist

    4 days ago

    Toronto, Ontario, Canada IG Wealth Management Full time

    Location: Toronto, Calgary, Montreal or VancouverIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is a key...

  • Analyst, Portfolio Construction

    1 week ago

    Toronto, Canada University Pension Plan Full time

    **OUR COMPANY BACKGROUND & CULTURE** The UPP is a new, jointly sponsored pension plan that serves all active, retired, and deferred members and beneficiaries of the five current pension plans of the founding institutions - Queen’s University, the University of Guelph, and the University of Toronto. UPP serves more than 35,000 members and manages assets of...

  • Director, Pension Policy

    5 days ago

    Toronto, Canada University Pension Plan Full time

    ABOUT UPP UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 40,000 members across four universities and fourteen sector organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for...

  • Manager, Pension Communications

    22 hours ago

    Toronto, Canada University Pension Plan Full time

    OUR COMPANY BACKGROUND & CULTURE UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 41,000 members across five universities and fourteen sector organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a...

  • Senior Investment Strategist

    4 hours ago

    Toronto, Canada iA Financial Group (Industrial Alliance) Full time

    Join to apply for the Senior Investment Strategist role at iA Financial Group (Industrial Alliance) Job Description We have an exciting opportunity in the Group Savings and Retirement sector: iA Financial Group is seeking a Senior Investment Strategist to meet the needs of its Group Savings and Retirement clientele. Are you a Finance graduate passionate...

  • Portfolio Construction Manager

    2 weeks ago

    Toronto, Canada Fidelity Investments Full time

    Description You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find...

Pension Portfolio Strategist

3 weeks ago

Toronto, Canada WTW Full time

202506140
- Toronto, Ontario, Canada
- Bevorzugt

**Description**:
**The Role**

This role will be an integral member of the Portfolio Management Group (PMG) supporting the Senior Portfolio Strategist in performing strategic asset reviews and maintaining WTW modeling tools.

Your primary focus will be on our OCIO clients, for whom you will design strategic asset allocation and de-risking strategies to meet client objectives. This will involve a particular emphasis on Liability-Driven Investments (LDI), using asset liability modelling. Additionally, you will support our advisory business by preparing strategic asset allocation and investment management structure recommendations.

You will liaise closely with clients, fund managers, actuaries, and other investment colleagues, taking responsibility for managing and delivering investment strategy assignments, supported by other consultants and investment analysts as appropriate. You will also build customized portfolio simulations and asset allocation models and support the training and career development of junior team members.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**Performance Objectives**:
**Clients**
- Develop and deliver superior, consistent advice and solutions for clients:

- Collaborate as a key member of Portfolio Management Group, working with colleagues specializing in portfolio management, operations, client service, and actuarial consulting
- Ensure the progress against established objectives, timeline, budgets, deliverables, and quality standards
- Engage with colleagues from other practices and regions on assignments that reflect the client’s broader business issues

**Excellence**
- Contribute to the development and deployment of first-class solutions in relation to the design, implementation and monitoring of investment strategies based on the Total Portfolio Approach and liability driven investing techniques, including the use of derivative instruments
- Conduct technical review of work performed by junior team members
- Participate in special projects as needed
- Contribute to the development of new tools and approaches

**Financial**
- Manage quality of processes and deliverables in an efficient manner
- Support the generation of new business as part of the broader team

**People**
- Serve as mentor to junior team members who don’t have an actuarial background
- Demonstrate natural ease and effectiveness when dealing with clients and colleagues at all levels

This is a hybrid role, with the expectation of being present in the office at least two days each week.

**Qualifications**:
**The Requirements**

**Actuarial**
- Undergraduate degree in Actuarial Science with ASA or FSA designation
- Minimum of 5 years of experience in the pension actuarial consulting industry
- Knowledge and experience in defined benefit pension plan funding and accounting in Canada

**Investment**
- Good overall knowledge and understanding of investment industry and financial markets
- CIM/CFA designation or have started the exam process is considered an asset

**Other**
- Experience managing multiple projects and producing high-quality deliverables on time
- Enquiring and analytically minded with a logical and thorough work ethic
- Bilingual (English and French) is considered an asset

**Equal Opportunity Employer