Job Description

• We are seeking an experienced institutional investment manager to join our investment consulting team and play a leading role in the further growth and development of our investment consulting practice in Canada.
• The successful candidate will be responsible for providing investment advisory solutions and services to clients including corporate and multi-employer pension plans, endowments/foundations, private counsel operations, and wealth management programs.
• Areas of expertise include investment consulting, portfolio management, investment research, investment product design, and business development in the Canadian marketplace.
• This role includes the management and development of team members and a role on the Canadian Leadership or Management Team.

REQUIREMENTS:

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.

• 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.