Senior Investment Consulting: Strategic Asset Allocation

Aon Corporation; Montreal; On-site; CAD 110,000 - 140,000; Full time

Job summary

Aon is seeking a Senior Consultant in Investment Consulting to lead strategic asset allocation efforts for Canadian institutional clients. The role focuses on ALM studies, asset-liability analysis, and risk modeling within our Wealth team, with responsibilities spanning client briefs, policy reviews, and market assumptions.

You will collaborate with teams to deliver investment strategies, maintain modelling tools, and support implementation plans in a bilingual French/English environment across

Qualifications

• Seven+ years of proven retirement/investment consulting experience.
• Experience in asset-liability modelling and stochastic projections.
• Strong knowledge of pension funding rules and capital markets.
• Bilingual French/English required.
• CFA or ASA/FSA designation or equivalent experience.
• Bachelor's degree in actuarial sciences, math, statistics, or business.

Responsibilities

• Provide strategic asset allocation services: ALM studies and asset mix reviews for pension plans and institutional investors.
• Deliver investment consulting services including asset mix reviews, funding policy reviews, and investment strategies.
• Develop and update Capital Market Assumptions for Canadian clients.
• Perform LDI portfolio reviews and portfolio modelling updates.
• Provide technical expertise to improve modelling and risk management tools.
• Coordinate client mandates and deliver studies for Canadian clients; build and present to clients or prospects.
• Anticipate client issues and proactively develop solutions; collaborate with colleagues on mandates.

Skills

Retirement consulting

Investment consulting

ALM modelling

Stochastic projections

Pension funding rules

Capital markets

Client relations

Presentation skills

Programming skills

Team collaboration

Bilingual French/English

ASA designation

CFA candidate

Education

Bachelor's degree in actuarial sciences / mathematics / statistics / business

Tools

Visual Basic

MATLAB

R

Job description

Aon is seeking a Senior Consultant in Investment Consulting to lead strategic asset allocation efforts for Canadian institutional clients. The role focuses on ALM studies, asset-liability analysis, and risk modeling within our Wealth team, with responsibilities spanning client briefs, policy reviews, and market assumptions.

You will collaborate with teams to deliver investment strategies, maintain modelling tools, and support implementation plans in a bilingual French/English environment across