Senior Investment Consultant

Profile

 Senior Investment Consultant (Western Canada) Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. As a Senior Investment Consultant, you will be responsible for delivery of investment consulting material and advice to institutional clients. You will participate in marketing activities intended to develop new investment consulting relationships. You will support a variety of investment consulting projects including designing, coordinating, preparing and delivering analytical consulting assessments. You will be part of our dynamic, results-driven team, which brings experience as strategic consultants and across all asset classes.Your Impact as a Senior Investment ConsultantJob Responsibilities:Investment Consulting Services:Providing consulting support services and technical support on a range of advisory and OCIO Investment clients and accounts; including pension and benefit plans (DB and DC), insurance funds, trust and endowment funds, and other special purpose funds;Anticipating client issues, needs or concerns and proactively developing solutions to meet those needs in partnership with the Account Executive/lead Consultants; andContinually reviewing client accounts and relationships and recommending ways to improve the value Aon brings to the client based on a deep understanding of the client's business and insight into industry and investment trends.Collaboration & Innovation:Raising the profile of Aon;Contributing to the formulation of the marketing strategy for the Investment Consulting Practice;Assisting in preparing and giving effective oral presentations to clients or prospects, as part of a team or individually; andIdentifying gaps between client needs and existing Aon Investment Consulting services; proposing and developing service enhancements, adding to Aon's product/service portfolio and intellectual capital.Contributing to Aon's Talent Management Agenda:Working with other professional advisers, both internally and externally (i.e., record keepers, investment managers, etc.) on institutional investment funds across Canada; andProviding guidance, mentoring and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.You Bring Knowledge and ExpertiseRequired Experience:Minimum of seven (7) years of progressive experience in financial / investment consulting environment;Thorough understanding of institutional investment and investment industry insight and processes. Ideally gained from direct experience in a manager research, fund management, investment consulting or in a plan sponsor role;A strong understanding of investment concepts and the financial markets;Knowledge of the Canadian pension fund market;Proven client relationship management skills; ability to support a book of business;Establish yourself as a trusted advisor;Demonstrate strong client facing skills with the ability to clearly articulate ideas and information and to respond promptly and effectively to all inquiries;Manage an extensive portfolio of diverse Institutional clients, including interaction with C-suite level personnel and investment committees in these client groups;Demonstrated problem solving, analytical decision making, and developing solutions for sophisticated clients/business issues;Adopts entrepreneurial and creative spirit in work through recognizing and capitalizing on opportunities to help with growth and expansion of the organization;Detail and results-orientated; able to work independently on a variety of projects, able to balance multiple priorities in a fast-paced; high pressure environment and meet project deadlines;Strong technical expertise and the proven ability to remain current with respect to investment industry trends, activity in the market, provincial and federal legislative policies and changes;Must be persuasive, forward-thinking, progressive, energetic, and focused;Strong analytical skills; accuracy and attention to detail;Excellent verbal and written communications skills;Experienced with Microsoft Office suite of business applications (Word, Excel, and PowerPoint);Some travel required to service clients;A great teammate who can work with a variety of individuals;Collaboration within a matrix environment; andMust have a positive outlook combined with a desire to contribute to the success of Aon.Education:Bachelor's degree is required, preferably in Finance or Commerce or related specialty, or equivalent years of experience;Commitment to professional development; andCompletion of MBA or CFA is preferred.   How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ****  Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. #LI-SG#LI-HYBRID   2521605,qualifications:UNAVAILABLE,responsibilities: Senior Investment Consultant (Western Canada) Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. As a Senior Investment Consultant, you will be responsible for delivery of investment consulting material and advice to institutional clients. You will participate in marketing activities intended to develop new investment consulting relationships. You will support a variety of investment consulting projects including designing, coordinating, preparing and delivering analytical consulting assessments. You will be part of our dynamic, results-driven team, which brings experience as strategic consultants and across all asset classes.Your Impact as a Senior Investment ConsultantJob Responsibilities:Investment Consulting Services:Providing consulting support services and technical support on a range of advisory and OCIO Investment clients and accounts; including pension and benefit plans (DB and DC), insurance funds, trust and endowment funds, and other special purpose funds;Anticipating client issues, needs or concerns and proactively developing solutions to meet those needs in partnership with the Account Executive/lead Consultants; andContinually reviewing client accounts and relationships and recommending ways to improve the value Aon brings to the client based on a deep understanding of the client's business and insight into industry and investment trends.Collaboration & Innovation:Raising the profile of Aon;Contributing to the formulation of the marketing strategy for the Investment Consulting Practice;Assisting in preparing and giving effective oral presentations to clients or prospects, as part of a team or individually; andIdentifying gaps between client needs and existing Aon Investment Consulting services; proposing and developing service enhancements, adding to Aon's product/service portfolio and intellectual capital.Contributing to Aon's Talent Management Agenda:Working with other professional advisers, both internally and externally (i.e., record keepers, investment managers, etc.) on institutional investment funds across Canada; andProviding guidance, mentoring and support to junior Investment Consulting colleagues as they serve their clients, ensuring high standards of service.You Bring Knowledge and ExpertiseRequired Experience:Minimum of seven (7) years of progressive experience in financial / investment consulting environment;Thorough understanding of institutional investment and investment industry insight and processes. Ideally gained from direct experience in a manager research, fund management, investment consulting or in a plan sponsor role;A strong understanding of investment concepts and the financial markets;Knowledge of the Canadian pension fund market;Proven client relationship management skills; ability to support a book of business;Establish yourself as a trusted advisor;Demonstrate strong client facing skills with the ability to clearly articulate ideas and information and to respond promptly and effectively to all inquiries;Manage an extensive portfolio of diverse Institutional clients, including interaction with C-suite level personnel and investment committees in these client groups;Demonstrated problem solving, analytical decision making, and developing solutions for sophisticated clients/business issues;Adopts entrepreneurial and creative spirit in work through recognizing and capitalizing on opportunities to help with growth and expansion of the organization;Detail and results-orientated; able to work independently on a variety of projects, able to balance multiple priorities in a fast-paced; high pressure environment and meet project deadlines;Strong technical expertise and the proven ability to remain current with respect to investment industry trends, activity in the market, provincial and federal legislative policies and changes;Must be persuasive, forward-thinking, progressive, energetic, and focused;Strong analytical skills; accuracy and attention to detail;Excellent verbal and written communications skills;Experienced with Microsoft Office suite of business applications (Word, Excel, and PowerPoint);Some travel required to service clients;A great teammate who can work with a variety of individuals;Collaboration within a matrix environment; andMust have a positive outlook combined with a desire to contribute to the success of Aon.Education:Bachelor's degree is required, preferably in Finance or Commerce or related specialty, or equivalent years of experience;Commitment to professional development; andCompletion of MBA or CFA is preferred.   How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ****  Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. #LI-SG#LI-HYBRID  ,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2023-01-26T18:29:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2024-01-26T18:29:56.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:****101 St.nManulife Place, 20th fl.,postalCode:T5J 3S4,addressCountry:Canada}},{@type:Place,address:{@type:PostalAddress,addressLocality:Calgary,addressRegion:Alberta,streetAddress:600 3rd Avenue SWnFloor 18,postalCode:T2P 0G5,addressCountry:Canada}}]}

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