Bilingual Senior Investment Consultant — Montreal

Aon plc; Montreal; On-site; CAD 70,000 - 110,000; Full time

Job summary

Aon plc in Montreal is seeking a Senior Investment Consulting Associate to service existing clients and prospects with specialized institutional investment consulting. The role focuses on performance reporting, manager searches, and governance review, supporting a local and national team.

Applicants must be legally authorized to work in Canada; sponsorship is not available. You will collaborate with top investment managers and contribute to client long-range investment strategies in a fast-paced

Qualifications

• Minimum of 2 years of proven experience in a financial/investment consulting, insurance, economics, capital markets pension environment working in an analyst capacity is preferred.
• Bachelor's degree is required, preferably in Finance, Actuarial Science, Economics, Mathematics, or related field.
• Commitment to professional development and improvement. Working towards completion of or interest in completing the Chartered Financial Analyst (CFA) program is recommended*
• Bilingualism French/English is required due to frequent interactions with clients, colleagues or collaborators based in Quebec, other Canadian provinces and/or abroad.
• Highly motivated, self-starter, customer-service and team-oriented individual.

Responsibilities

• Prepare and review performance monitoring reports for institutional clients.
• Prepare presentations on investment topics (e.g. investment fundamentals, manager selection, manager structure and asset classes).
• Write commentary, conclusions and recommendations in investment reports.
• Conduct searches for investment managers or DC service providers.
• Review and amend governance documents (e.g. statement of investment policies and procedures, and terms of reference).
• Demonstrate research and analytical skills, apply knowledge to our clients' long-range investment strategies and build upon expertise in institutional investing.
• Presenting investment topics and performance reviews at client and internal team meetings.
• Support associates and consultants in all aspects of work.

Skills

Financial analysis

Client interaction

Communication skills

Team orientation

Education

Bachelor's degree in Finance/Economics/Mathematics

Tools

MS Office Suite

Microsoft Excel

Job description

Aon plc in Montreal is seeking a Senior Investment Consulting Associate to service existing clients and prospects with specialized institutional investment consulting. The role focuses on performance reporting, manager searches, and governance review, supporting a local and national team.

Applicants must be legally authorized to work in Canada; sponsorship is not available. You will collaborate with top investment managers and contribute to client long-range investment strategies in a fast-paced