Investment Consultant

  • 34172
  • Life - Investments
  • |
  • Quebec, Canada
  • |
  • Sep 11, 2018
  • |
  • Billingual (English & French)
Consulting
RESPONSIBILITIES
  • Supervise and peer quantitative and qualitative analysis utilizing company proprietary tools produced by Associates.
  • Provide peer review of quarterly performance reports for clients.
  • Peer the analysis performed by Associates of different investment markets, managers' investment styles, and portfolio characteristics, and evaluate their impact on investment performance each quarter.
  • Communicate with investment managers, record keepers and custodians to gather and/or clarify client-specific data for reporting.
  • Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner.
  • Plan, supervise and peer investment manager searches and other ad-hoc investment-related projects.
  • Play an important role in asset allocation studies; Manage smaller client relationships which includes servicing, identify issues/potential improvements and presenting recommendations under the supervision of Senior Consultants.
  • Closely support Senior Consultants in a secondary role in servicing existing large, sophisticated clients and prospects.
  • Lead smaller client meetings.
  • Attend and participate actively in significant client meetings with growing responsibilities over time.
  • Develop the knowledge and skills required to allow progression to a Senior Consultant role.
  • Demonstrate ease and effectiveness when dealing with clients and colleagues at all levels.
  • Represent and promote the face of the company, both internally and externally.
QUALIFICATIONS
  • Bachelor’s degree in business, finance, actuarial studies, or related discipline.
  • Master’s degree would be considered an asset.
  • Enrollment in the Chartered Financial Analyst program. Acquired designation would be considered an asset.
  • Minimum 5-7 years’ experience in investment consulting, financial services or pension environment working in an analyst capacity is preferred.
  • Solid knowledge of the institutional investment industry, understanding of investment concepts and the financial markets.
  • Strong communication skills.
  • Strong analytical skills and attention to detail.
  • Ability to effectively delegate to, and supervise, more junior staff.
  • Ability to multi-task, work under tight deadlines and demonstrate problem solving skills.
  • Strong organizational and time management skills.
  • Motivated and willing to learn.
  • Overall good technical skills including proficiency in Microsoft Office, with a high proficiency in Excel.