Senior Investment Consultant

Segal BenzEdmonton, AB

10 days ago

Salary

CA$150,000.00–CA$220,000.00 yearly

Job description

The Opportunity :

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

The candidates under consideration will require :

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.

Diversity, Equity & Inclusion at Segal :

We recognize that individuals bring a broad range of experience and abilities that go beyond the technical requirements of a job. If your experience and qualifications are close to what you see described here, we encourage you to apply. Diversity of employment, skills, and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans, and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.

About Segal and its Total Rewards Program :

Segal is a privately owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segal’s total rewards are part of what makes Segal a special place to work. The current salary range for this position is $150,000 CAD to $220,000 CAD, commensurate with experience, plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, extended health benefits, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave, study days and sabbaticals.