Senior Associate, Investment Consulting

Aon Hewitt; Montreal; Hybrid; CAD 70,000 - 95,000; Full time

Job summary

A leading company in investment consulting is seeking a Senior Associate in Montreal to contribute to institutional investment programs. This hybrid role involves preparing reports, presentations, and recommendations while collaborating with clients and senior consultants. The ideal candidate will have a bachelor's degree and at least 3 years of relevant experience, with a passion for asset management.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Support for CFA program tuition

Flexible work arrangements

Qualifications

• Minimum of 3 years of experience in investment consulting or a related field.
• Commitment to CFA program is preferred.
• General knowledge of the institutional investment industry is essential.

Responsibilities

• Prepare and review performance monitoring reports for clients.
• Conduct research on investment managers.
• Present investment topics at meetings.

Skills

Bilingualism French/English

Problem-solving skills

Analytical skills

Customer-service orientation

Communication skills

Organizational skills

Education

Bachelor’s degree in Finance, Economics, Actuarial Science, Mathematics, or related field

Tools

MS Office Suite

Microsoft Excel

Job description

Senior Associate, Investment Consulting

Are you an investment consulting professional with a passion for asset management? Does a fast-paced, dynamic learning environment motivate you every day? Aon is looking for a Senior Investment Consulting Associate to join our pioneering team in Montreal!

This is a hybrid position that offers the opportunity to work both virtually and from our Montreal 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

Our focus is on making valuable contributions to our clients’ investment programs through the development and application of innovative world‐class solutions, backed by our experience and the resources of Aon nationally and globally. As a crucial team member of a local team, and a large national team, you will service existing clients and prospects with specialized institutional investment consulting.

Key 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.
• Keeping up to date about current financial events and news.
• Participating in internal seminars regarding current industry issues and technical training.

How this opportunity is different

This role will expose you to the most creative and promising investment professionals in Canada, allowing you to learn, grow, and ensure career success.

As an Senior Investment Consulting Associate, you will report directly to the Team Leader and support the local Investment Management Consulting team in servicing existing and prospective clients specializing in institutional investment consulting, including clients with defined benefit and defined contribution pension plans.

Our goal is to add new value to our clients' investment programs through the development and application of innovative, world-class solutions, supported by our experience and Aon's national and global resources. Your work will have a positive impact on large investment pools and broad collaborator groups. In addition to working with our large and diverse client base, you will meet and collaborate closely with top investment managers in Canada and around the world.

Skills and experience that will lead to success

• Minimum of 3 years of proven experience, 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, Economics, Actuarial Science, 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 customers, colleagues or collaborators based in Quebec, other Canadian provinces and/or abroad.
• Highly motivated, self-starter, customer-service and team-oriented individual.
• General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets.
• Highly organized and results-oriented individual, strong attention to detail and accuracy.
• Proven problem-solving skills, ability to make decisions and develop solutions.
• Superior oral and written communication skills.
• Ability to build and establish relationships with stakeholders, colleagues, and clients.
• Ability to multi-task, work under tight deadlines, and adaptable to changing business needs.
• Thorough knowledge of MS Office Suite, advanced knowledge of Microsoft Excel

*Aon supports candidates in the CFA program. We cover program tuition and upon completion of each level, a salary increase, and a bonus are provided.

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.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail]

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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