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
Requirements:
Provide investment advisory solutions and services to a diverse client base including corporate and multi-employer pension plans, endowments and foundations, private counsel operations, and wealth management programs
Demonstrate expertise in institutional investment consulting, portfolio management, investment research, investment product design, and business development within the Canadian marketplace
Mentor and manage team members and contribute to the Canadian Leadership or Management Team
Manage multiple tasks with accuracy and meet deadlines
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:
