Investment Consultant

  • 34685
  • Life - Investments
  • |
  • Ontario, Canada
  • |
  • Feb 5, 2019
  • Collaborate with a diverse team to develop multi-asset solutions for various institutional investors including pension plans, endowments and foundations, insurance companies and municipalities, etc.
  • Work closely with asset owners to monitor investment programs, model impact of changes and present recommendations to committees.
  • Review and present asset-liability studies for our clients and recommend changes to their strategic asset allocation.
  • Ability to anticipate client needs and address them in a proactive manner.
  • Work with colleagues at the company Investment Management to provide delegated investment management services to clients.
  • Collaborate with colleagues to provide expertise in alternatives including Real Estate, Infrastructure and other asset classes.
  • Contribute to business development efforts by responding to RFP’s and attending prospect presentations.
  • Mentor junior colleagues by coaching them through technical analysis, preparing client deliverables and attending investment committee meetings.
  • Contribute to thought leadership and sharing of knowledge across the company.
  • Share ideas with the team and propose improvements to process and potential solutions to clients.
  • Bachelor’s degree with a specialization in Actuarial Science, Statistics, Finance, Economics or Mathematics.
  • Associate/Fellow of the Society of Actuaries and/or the Canadian Institute of Actuaries.
  • Progress towards or completion of an investment designation i.e., CIM, CFA or CAIA.
  • Relevant experience in an actuarial, investment consulting and/or investment management environment in a client facing role.
  • Superior analytical and problem-solving skills.
  • Detail-oriented with the ability to produce accurate work with tight deadlines.
  • Excellent communication skills, with the ability to present to a diverse audience including seasoned investment professionals.
  • Ability to find creative solutions for clients.
  • Must be a highly motivated, team-oriented and resourceful individual.
  • Ability to work independently but also collaborate effectively with other team members.
  • Willingness to think outside the box and deliver innovative ideas.
  • A positive attitude combined with a great willingness to contribute to the success of the company.