Senior Investment Consultant (Institutional Investment Manager Investment Consulting)

Macpower Digital Assets Edge Private Limited; Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

An established industry player is seeking an experienced Institutional Investment Manager to enhance their investment consulting practice in Canada. This pivotal role involves delivering investment advisory solutions to a diverse clientele, including pension plans and wealth management programs. The ideal candidate will bring over 15 years of relevant experience, a CFA designation, and a strong ability to mentor and lead a team. Join a dynamic environment where your expertise will shape the future of investment consulting, fostering growth and innovation within the Canadian market.

Qualifications

• 15+ years of experience in investment advising for institutional asset owners.
• Proven leadership and collaboration skills with strong interpersonal abilities.

Responsibilities

• Provide investment advisory solutions to diverse clients including pension plans.
• Mentor and manage team members while contributing to leadership initiatives.

Skills

Investment consulting

Portfolio management

Investment research

Investment product design

Business development

Education

CFA designation

CIM designation

Job description

Job Description

We are seeking an experienced Institutional Investment Manager to join our Investment Consulting Team and play a key role in the growth and development of our investment consulting practice in Canada.

Responsibilities:

The successful candidate will be responsible for providing investment advisory solutions and services to a diverse client base, including:

• Corporate and multi-employer pension plans
• Endowments and foundations
• Private counsel operations
• Wealth management programs

Key areas of expertise should include:

• Investment consulting
• Portfolio management
• Investment research
• Investment product design
• Business development within the Canadian marketplace

This role also involves mentoring and managing team members and contributing to the Canadian Leadership or Management Team.

Key Responsibilities:

The ideal candidate should have demonstrated experience in investment consulting for pension funds, benefit funds, and wealth management organizations with subject matter expertise in:

• Institutional investment consulting: Understanding investment markets, strategies, structuring, and relevant investment managers/sources.
• Portfolio management: Asset allocation, risk management, compliance, performance attribution, and operational projects.
• Leadership & mentorship: Developing, educating, managing, and mentoring team members.

Basic Qualifications:

• 15+ years of relevant experience in investment advising/consulting for institutional asset owners.
• CFA designation required.
• CIM designation preferred.
• Eligible for OSC Portfolio Manager registration.
• High ethical and professional standards.
• Proven leadership and collaboration skills.
• Strong interpersonal skills to engage with clients, the investor community, and investment managers.
• Excellent verbal, written, and presentation skills.
• Ability to manage multiple tasks with accuracy and meet deadlines.
• Experience in compliance is an asset.