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Job ID: 32707
Job Openings by Title Investment Consultant
Location Ontario, Canada
Description:
Position:		 	Investment Consultant

Company:			Consulting Company

Location:			Ontario

Job ID:			32707



Responsibilities:

-Retain and grow revenue associated with assigned book of clients.
-Continuously seek new opportunities to present solutions that meet client needs.
-Deliver superior, consistent project management for assigned clients:
-Draft statements of work, project plans and budgets involving multiple workflow streams and client teams.
- Serve as the day to day project lead, ensuring the progress of the team against established objectives, budgets, timeline, deliverables and quality standards.
-Serve as primary, daily contact to clients on delivery of services.
-Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects.
-Manage client expectations and raise appropriate issues to other client team members or management, as appropriate.
-Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues.
-Provide a wide range of services to trustees, investment sub-committees and corporate sponsors.
-Perform technical check of work as required.
-Directly contribute to clients’ success through applying your technical expertise.
-Participate in special projects as needed.
-Contribute to the development of new tools and approaches.
-Execute against all Professional Excellence requirements.
-Meet revenue and profitability goals as described by manager.
-Support the generation of new business as part of the broader team.
-Manage quality to clients in a profitable manner.
-Participate in new business pitches as required.
-Build relationships internally and collaborate effectively on cross-functional teams.
-Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels.
-Serve as mentor to project team associates.
-Develop external network of prospects and industry connections necessary to support new business.

Qualifications:

-Minimum of 5 years of experience in the investment industry i.e. consulting, investment management or plan sponsor community.
-Undergraduate degree in Business, Finance or Actuarial Science or equivalent.
-Relevant professional qualifications such as CFA, CAIA, FCIA/FSA or equivalent is preferred.
-Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy).
-Strong knowledge and skills in investment consulting, capital market analysis, and investment management.

-Commanding knowledge and commercial awareness of financial markets and institutional investing.
-Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget.
-Strong oral and written English communication skills and ability to liaise with internal and external constituencies.
-Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action.
-Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels.
-Enquiring and analytically minded with a logical and thorough work ethic.
-Self-starter, entrepreneurial nature.
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