Opportunity We are seeking an experiencedConsultantto 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 aConsultant , 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 the Board of Trustees.Key Areas of ExpertiseInstitutional 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.Key RequirementsMinimum 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 and asset).Proven experience leading client engagements and collaborating effectively across the team.Strong interpersonal skills to independently interact with clients, 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.BenefitsCurrent salary range: $100,000-$140,000 plus discretionary performance bonus.Comprehensive suite of benefits including a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k)-profit sharing plan, medical and prescription benefits, health savings account contributions, dental benefits, life and disability insurance, Employee Assistance Program, wellness reimbursements, professional credential and tuition reimbursement.Paid time off: holidays, vacation days, sick leave, paid family leave, and sabbaticals.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.#J-18808-Ljbffr
Investment Consultant
SEGAL MARCO ADVISORS
toronto, toronto
Published 26 days ago
Report job