Found Description
Become a key player in our Investment Consulting Team as an Expert Investment Consultant, providing tailored investment advisory solutions to institutional clients in Canada.
We seek individuals with more than 15 years of experience in investment consulting for diverse asset owners, including pension plans and foundations. You will excel in portfolio management and mentoring team members, while shaping business development strategies. Your engagement with clients will be vital in delivering exemplary investment research and advisory services.
Key Responsibilities:
• Deliver investment advisory services to institutional clients
• Manage portfolio strategies and investment compliance
• Mentor and support team development and education
• Contribute to business development and client outreach
• Conduct in-depth investment research and product design
Requirements:
• 15+ years of investment consulting experience
• CFA designation is mandatory; CIM is a plus
•...
We seek individuals with more than 15 years of experience in investment consulting for diverse asset owners, including pension plans and foundations. You will excel in portfolio management and mentoring team members, while shaping business development strategies. Your engagement with clients will be vital in delivering exemplary investment research and advisory services.
Key Responsibilities:
• Deliver investment advisory services to institutional clients
• Manage portfolio strategies and investment compliance
• Mentor and support team development and education
• Contribute to business development and client outreach
• Conduct in-depth investment research and product design
Requirements:
• 15+ years of investment consulting experience
• CFA designation is mandatory; CIM is a plus
•...
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