Senior Investment Consulting Associate - Hybrid & Bilingual

Aon Corporation; Montreal; On-site; CAD 85,000 - 120,000; Full time

Job summary

Aon Corporation in Montreal is seeking a Senior Investment Consulting Associate to service existing clients and prospects with institutional investment consulting, including defined benefit and defined contribution plans. You will develop and apply world-class solutions with the support of Aon’s national and global resources.

The role requires a Finance-related degree, bilingual French/English, and strong communication, analytical, and relationship-building skills.

Qualifications

• Minimum of 2 years of proven experience in financial/investment consulting or related analyst capacity.
• Bachelor’s degree in Finance, Actuarial Science, Economics, Mathematics, or related field.
• Pursuing CFA or equivalent is recommended.
• Bilingualism French/English is required due to client and stakeholder interactions.
• Strong communication, organization, and relationship-building abilities.

Responsibilities

• Prepare and review performance monitoring reports for institutional clients.
• Prepare presentations on investment topics (e.g. investment fundamentals, manager selection, manager structure).
• Write commentary, conclusions and recommendations in investment reports.
• Conduct searches for investment managers or DC service providers.
• Review and amend governance documents (e.g. statements of investment policies).
• Demonstrate research and analytical skills for long-range investment strategies.
• Present investment topics and performance reviews at client and internal team meetings.
• Support associates and consultants in various tasks.
• Keep up to date with current financial events and industry issues.

Skills

Bilingual French/English

Communication skills

Analytical skills

Education

Bachelor's degree

Tools

Excel

MS Office

Job description

Aon Corporation in Montreal is seeking a Senior Investment Consulting Associate to service existing clients and prospects with institutional investment consulting, including defined benefit and defined contribution plans. You will develop and apply world-class solutions with the support of Aon’s national and global resources.

The role requires a Finance-related degree, bilingual French/English, and strong communication, analytical, and relationship-building skills.