Investment Consultant for Convyta Partners

Elevate your investment consulting career with Convyta Partners as a full-time Investment Consultant, working primarily in the Prairies and offering hybrid or remote options.

As a part of the Investment Consulting Practice, you will support client relationships and contribute to investment projects across Canada. This role involves engaging with institutional asset owners, including pension plans and foundations, ensuring high-quality advice tailored to their needs. Your expertise will drive the growth of our client base while collaborating with a skilled team.

Key Responsibilities:

• Support client relationships in the Prairies and Northern Canada

• Participate in client meetings, both virtual and in-person

• Contribute to investment consulting projects and timely deliverables

• Assist in preparing client reports, asset analysis, and performance monitoring

• Collaborate with colleagues and leverage internal resources

Requirements:

• 6-10 years in investment consulting or related fields

• Experience with institutional investors like pension plans

• Undergraduate degree in a relevant discipline

• CFA charter holder or working towards it

• Strong project management skills

Bring your expertise in institutional investment and client relationship management to Convyta Partners, supporting their growth in the investment consulting landscape.
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