Senior Investment Consultant- Hybrid
Senior Investment Consultant- Hybrid
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Job Description
Overview
We are seeking a Senior Investment Consultant to join our client dynamic team. This individual will bring broad investment knowledge and deep industry connections to provide strategic consulting services for institutional asset owners. The Senior Investment Consultant will work closely with senior management and clients to offer tailored investment advice and strategies with a focus on enhancing client portfolios and achieving their financial objectives.
Skills: CFA Investment Advising/Consulting experience with institutional asset owners Qualified experience for the OSC portfolio manager registration. CIM Broad Investment Knowledge Broad Industry Connection
Responsibilities:
- The successful candidate will have a demonstrated investment consulting experience with pension funds benefit funds and wealth management organizations. Areas of subject matter
expertise include: - institutional investment consulting investment markets strategies and structuring and relevant investment managers and sources;
portfolio asset allocation risk compliance performance attribution and operational projects; developing educating managing and mentoring other team members..
Qualifications:
- Fifteen or more years of relevant investment advising/consulting experience with institutional asset owners.
- CFA designation.
- CIM designation
- Qualified experience for the OSC portfolio manager registration.
- High ethical and professional standards.
- Proven leadership and collaboration ability.
- Strong interpersonal skills to independently interact with clients investor community and investment managers.
- Collaborative team skills as an excellent listener learner and contributor.
- Strong verbal written and presentation skills.
- Ability to handle multiple tasks with accuracy against deadlines.
- Compliance experience will be a plus.
Employment Type
Full Time
