Description
The Opportunity: We are seeking an experienced Consultant to join our Segal Marco investment consulting team in Canada. This hybrid position is based in Toronto and will require quarterly travel to client meetings across the Greater Toronto Area (GTA) and Sudbury. The successful candidate will play a key role in delivering comprehensive investment advisory solutions and services to institutional clients, with a focus on multi-employer pension plans and health and welfare plans. The role emphasizes client-facing leadership, portfolio and investment strategy oversight, and investment manager due diligence within the Canadian marketplace.
The Role: As a Consultant, the successful candidate will bring demonstrated investment consulting experience with pension funds and benefit funds. This is a highly client-facing role focused on providing strategic investment advice, analyzing capital markets and investment manager performance, and presenting recommendations to Board of Trustees. Key areas of subject matter expertise include:
·institutional investment consulting, capital markets expertise, investment strategies, and relationship with investment managers community;
·Market analysis, portfolio performance monitoring, asset allocation, investment manager selection and oversight, risk management, compliance and plan governance;
·contributing to thought leadership, supporting business development, supporting colleagues and junior staff, and collaborating on client deliverables.
Qualifications
Key Requirements: The qualified candidate must have:
·Minimum of 10 years of relevant investment advising/consulting experience with institutional clients.
·Demonstrated experience advising pension funds and/or benefit funds
·Strong capital markets knowledge and understanding of investment strategies (liability-driven investment an asset)
·Proven experience leading client engagements and collaborating effectively across the team.
·Strong interpersonal skills to independently interact with clients, and investment managers and members of the industry.
·A collaborative team approach with a reputation as an excellent listener, learner, and contributor.
·High ethical and professional standards.
·Strong verbal, written, and presentation skills.
·Ability to handle multiple tasks with accuracy against deadlines in a rapidly changing and dynamic environment.
Investment Consultant • Toronto, ON, CA
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