Associate Partner-Investment Consulting

Aon; Toronto; Hybrid; CAD 120,000 - 160,000; Full time

Job summary

A global consulting firm in Toronto is seeking an Associate Partner in Investment Consulting. This hybrid role emphasizes client relationship management and investment project leadership. Candidates should have over 12 years of experience in investment consulting, strong analytical skills, and ideally an MBA or CFA. The firm offers a supportive environment, learning opportunities, and values diversity and inclusion.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Learning and development opportunities

Qualifications

• 12+ years of experience in financial/institutional investment consulting.
• Experience with institutional clients and large client teams.
• MBA or CFA preferred.

Responsibilities

• Lead investment consulting projects and deliver assessments.
• Develop client relationships and grow project scopes.
• Provide guidance and leadership to junior colleagues.

Skills

Client-facing skills

Analytical decision making

Problem solving

Project management

Team leadership

Communication

Education

Bachelor’s degree in Finance or Commerce

Job description

Overview

Are you an investment leader who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you - we present to you the role of Associate Partner, Investment Consulting at Aon!

This is a hybrid role with the flexibility to work both virtually and from our Toronto office.

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

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.

What the day will look like

You will act as an Aon Ambassador to our clients, as well as build, cultivate, and develop client relationships through effective value proposition and service delivery.

We will help you grow professionally as a subject matter authority. You will collaborate with regional leaders, while being supported by associates and analysts in the team. We also expect you to provide guidance and leadership to junior colleagues.

• Lead all aspects of investment consulting projects. Crafting, coordinating, preparing, and delivering analytical consulting assessments.
• Identify and develop opportunities on client accounts, growing the scope of existing projects and relationships and driving sales for the Practice
• Lead increasingly challenging client relationships by providing proactive and innovative support to clients. Apply good judgment and appropriate follow-through with firm employees, investment managers, trustees, and clients. Demonstrate initiative & ownership of client & research-related work;
• Efficiently apply internal resources for effective handling of multiple client projects;
• Mentor the team on specific client types (e.g., not-for-profit organizations) or unique investment issues [ e.g., responsible investment, transition management, custom target-date funds, endowment spending model];
• Demonstrate clear understanding and ability to articulate value proposition of all Canadian Investment Consulting services;
• Lead ad hoc projects for the Canada Investment Consulting Senior Management Team / local leadership.

How this opportunity is different

Our team leads the execution and delivery of investment consulting material and advice to our largest institutional clients. And we take a step further - we also drive marketing activities intended to develop new investment consulting relationships.

Skills and experience that will lead to success

• 12 + years of direct experience in financial / institutional investment consulting environment,
• Experience working with institutional clients, especially handling a large block of clients and large client teams;
• Proven problem solving skill and analytical decision making in developing solutions for complex clients/business issues;
• Able to understand the short term/long term needs of clients; capable of identifying business development opportunities to effectively close consulting assignments;
• Adopt a creative spirit in work through recognizing and capitalizing on opportunities to help with growth and expansion of the organization;
• Ability to establish self as a trusted leader/advisor. Demonstrate strong client-facing skills with the ability to clearly articulate ideas and information and to respond promptly and effectively to all inquiries;
• Detail and results-orientated; able to work independently on diverse projects, able to balance multiple priorities in a fast-paced, high-pressure environment and meet project timelines;
• A colleague who can interact and collaborate optimally with a broad spectrum of individuals;
• Strong technical expertise and a proven record to remain current with respect to investment industry trends, activity in the market, provincial and federal legislative policies and changes;
• Planning and organizational skills through experience; ability to effectively coordinate the delivery of projects and advisory services;
• Persuasive, forward-thinking, dynamic, energetic, and focused;
• Strong analytical skills; accuracy and attention to detail;
• Some travel is required to service clients
• Bachelor’s degree, preferably in Finance or Commerce or related field, or equivalent years of experience; and
• Dedication to professional development. Completion of MBA or CFA is preferred.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

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.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [e-mail] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

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