Consultant, Investment Advisory

Position: Consultant, Investment Advisory - Hybrid Role
Explore a dynamic Consultant role in investment advisory with Segal Marco, based in Toronto and requiring some travel within the Greater Toronto Area. Focus on delivering specialized consulting to institutional clients.

This hybrid position seeks a qualified Consultant with a solid background in investment advising for pension and benefit funds. Your expertise will drive portfolio analysis, investment strategy oversight, and client relationship management. This role emphasizes leadership in a team setting while enabling you to influence investment outcomes greatly.

Key Responsibilities:

• Deliver tailored investment solutions for institutional clients

• Lead discussions and present insights to client Boards

• Oversee portfolio performance, asset allocation, and risk management

• Conduct thorough due diligence for investment managers

• Collaborate with colleagues on effective client deliverables

Requirements:

• Minimum of 10 years in consulting for institutional clients

• Proven track record with pension and benefit funds

• Strong familiarity with capital markets and investment strategies

• Excellent interpersonal and communication abilities

• Capacity to manage multiple priorities efficiently

Shape the future of investment consulting with your expertise at Segal Marco.
#J-18808-Ljbffr