Senior Investment Consultant

5 days ago


Toronto, Canada Career Crunch Full time
NO PAID RELOCATION

  • 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.
  • Areas of expertise include investment consulting, portfolio management, investment research, investment product design, and business development in the Canadian marketplace.
  • This role includes the management and development of team members and a role on the Canadian Leadership or Management Team.

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;
  • portfolio asset allocation, risk, compliance, performance attribution, and operational projects;
  • developing, educating, managing, and mentoring other team members.

Qualifications

  • Fifteen or more years of relevant investment advising/consulting experience with institutional asset owners.
  • CFA designation.
  • 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.

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