Senior Strategic Asset Allocation and Investment Consultant

Mercer; Quebec; Hybrid; CAD 100,000 - 130,000; Full time

Job summary

A global consulting firm is seeking a Senior Strategic Asset Allocation and Investment Consultant in Montreal. This hybrid role requires delivering consulting services to institutional clients. Candidates should have at least 10 years of experience in Defined Benefit plans and strong bilingual communication skills in English and French. Join a supportive team that values professional development and collaborates to create innovative solutions.

Benefits

Professional development opportunities

Supportive leaders

Inclusive culture

Qualifications

• Minimum of 10 years of experience with Defined Benefit plans as a consultant or relationship manager.
• Comfort with economic assumptions, asset liability studies, de-risking approaches, investment performance monitoring.

Responsibilities

• Deliver consulting advice on complex investment projects.
• Act as primary consultant to a wide range of clients.
• Mentor and coach team members.

Skills

Superior communication skills in English and French

Strong project management abilities

In-depth industry knowledge

Delivering exceptional client service

Adaptability in a rapidly changing environment

Education

Bachelor’s degree in Actuarial Sciences, Math, Statistics, or related field

Job description

Senior Strategic Asset Allocation and Investment Consultant

Join to apply for the Senior Strategic Asset Allocation and Investment Consultant role at Mercer

Senior Strategic Asset Allocation and Investment Consultant

3 days ago Be among the first 25 applicants

Join to apply for the Senior Strategic Asset Allocation and Investment Consultant role at Mercer

We are seeking a talented individual to join our Investment team at Mercer. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.

As a Senior Strategic Asset Allocation and Investment Consultant, you will deliver a full range of services to institutional clients. You will be part of a team that accomplishes outstanding and innovative work, enhancing financial security and employment relationships for the global workforce.

We will count on you to :

• Deliver consulting advice and services on very large complex and strategic investment and asset liability modelling projects
• Act as the primary consultant and provide investment consulting advice to a wide range of clients
• Liaise with other lines of business and / or other geographies to coordinate service delivery
• Generate innovation by leveraging global Mercer relationships and global trends and innovations in economic landscape and asset liability modelling
• Act as a mentor and coach, motivating staff to deliver a high standard of work within given timeframes and budgets thereby creating an environment that encourages both individual and team accomplishments
• Conceptualizes the direction of the work; assigns work accordingly to team members
• Focuses on reviewing and ensuring efficient implementation of standard solutions
• Routinely use Mercer intellectual capital and participate in development of intellectual capital

What you need to have :

A bachelor’s degree in Actuarial Sciences, Math, Statistics, or a related field with strong quantitative and analytical coursework.

A minimum of 10 years of experience with Defined Benefit plans as a consultant or relationship manager.

Superior communication skills in both English and French, along with strong project management abilities.

In-depth industry knowledge (economic assumptions, asset liability studies, de-risking approaches, investment performance monitoring, etc.)

What makes you stand out :

A passion for delivering exceptional client service.

Comfort in a rapidly changing environment, with a desire for a long-term and dynamic career.

CFA or FICA certification is considered an asset.

Why join our team :

We help you be your best through professional development opportunities, interesting work and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.

Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE : MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [e-mail]

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

R_315424

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Insurance and Business Consulting and Services

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