Senior Real Assets Consultants

Aon; Calgary; On-site; CAD 110,000 - 170,000; Full time

Job summary

Aon seeks a Senior Real Assets Consultant to advise institutional clients on real assets investments, including infrastructure, real estate, and natural resources. You will lead investment research, due diligence, and strategy development, serving as the main contact for pension funds and endowments.

In this role, you will coordinate multiple consulting projects, deliver client reports and presentations, and contribute to business development through RFP responses and white papers.

Qualifications

• Bachelor’s degree in business, or related field; advanced degree or CFA/MBA is preferred.
• Five to ten years private markets fund investing, principal investing, or related experience.
• Deep knowledge of Real Assets and investment concepts.
• Strong network within Real Assets and financial markets.
• Excellent oral and written communication skills.
• Ability to manage projects with minimal supervision and meet deadlines.

Responsibilities

• Lead and deliver investment research and client projects without supervision.
• Act as primary relationship manager for institutional clients, advising on real assets strategy.
• Prepare client reports, presentations, and educational materials.
• Develop investment policy recommendations and portfolio construction strategies.
• Lead research and recommendations for real asset investment opportunities.
• Identify new investment opportunities and present to Investment Committee.
• Drive business development initiatives and contribute to RFPs and client proposals.

Skills

Real Assets

Investment Research

Client Relationship

Portfolio Construction

Due Diligence

Financial Analysis

Presentation Skills

Project Management

Education

Bachelor's in Business or related

CFA/MBA preferred

Job description

Senior Real Assets Consultant

Aon is seeking a Senior Consultant to join our Real Assets team. This role will advise institutional clients, including pension funds and endowments, on real assets investments such as infrastructure, real estate, and natural resources. The Senior Consultant will provide strategic guidance, conduct manager due diligence, and help clients achieve their investment objectives.

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 team and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

Coordinate various consulting projects in the tangible resources sector, connect with managers, and analyze investments.

• Lead and deliver investment research area work and client projects without supervision.
• Serve as the primary relationship manager for assigned institutional clients, providing advice on real assets strategy and implementation.
• Prepare and deliver client reports, presentations, and educational materials.
• Develop and present investment policy recommendations, portfolio construction strategies, and market outlooks.
• Lead the research and recommendations for real asset investment opportunities.
• Identify new investment opportunities, and present to Aon Investment Committee.
• Lead all aspects of the performance of existing investments.
• Provide leadership that contributes to the success of a practice/research area.
• Identify and lead creative industry research projects and white papers
• Drive internal and external business development initiatives.
• Contribute as a specialist consultant to the completion of RFP’s and presentations for business development opportunities with prospective clients

How This Opportunity Is Different

The Senior Consultant is responsible for leading efforts to educate clients and develop strategic plans. They will coordinate program implementation and reporting. They will also build relationships in the real assets community by speaking at conferences and writing white papers.

Skills And Experience That Will Lead To Success

• Bachelor’s degree in business, or related field; advanced degree or CFA/MBA is preferred.
• Five to ten years private markets fund investing, principal investing, or related experience
• A strong understanding of investment concepts, specifically Private Markets and the financial markets.
• Deep knowledge and contacts within Real Assets.
• Excellent oral and written communication skills.
• Ability to work efficiently in a fast-paced, demanding environment, with minimal direct supervision.
• Ability to autonomously manage various projects, understand guidelines, and meet project deadlines.
• Good judgment and ability to form decisions without complete information
• Strong analytical skills with accuracy and attention to detail.
• Excellent planning and organizational skills.

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.