Investment Consultant
Investment Consultant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
About The Role
As an Investment Consultant you will play a key role in managing and nurturing client relationships while also supporting fellow consultants across a range of engagements. Youll operate in a fast-paced collaborative environment where critical thinking proactive problem-solving and strong communication are essential.
This role is ideal for professionals with a deep understanding of institutional investment strategies who thrive on delivering tailored advice leading strategic initiatives and mentoring others. Youll have opportunities to contribute to high-impact projects and help shape the future of our investment consulting practice.
What Youll Do
- Lead and manage client relationships delivering customized investment solutions that meet client objectives.
- Support client work led by other Consultants providing analysis insight and strong collaborative input.
- Prepare and deliver clear concise reports and presentations for client meetings investment reviews and recommendations.
- Respond to Requests for Proposals (RFPs) and contribute to business development efforts.
- Peer-review client deliverables ensuring accuracy clarity and the integration of client-specific insights.
- Stay current on industry trends regulations and governance affecting institutional investors and their portfolios.
- Lead or contribute to internal initiatives aimed at enhancing systems tools and operational efficiency.
- Identify client or operational challenges and implement creative proactive solutions.
- Independently manage projects collaborating effectively with internal teams and external stakeholders.
- Maintain strong working relationships with investment managers custodians and recordkeepers.
- Provide mentorship and guidance to team members to support their professional development.
Qualifications and expertise that pave the way for Success
- 5 years of experience in investment consulting asset management or a related financial advisory role.
- Bachelors degree in Finance Economics Business Administration or a related discipline; a Masters degree (e.g. MBA MFin) is considered an asset.
- Professional designations such as CFA or CIPM or in progress.
- Deep knowledge of investment strategy portfolio construction asset allocation risk management and institutional governance frameworks.
- Strong analytical and quantitative skills with the ability to distill complex financial data into actionable insights.
- Proven problem-solving capabilities and a consultative mindset that delivers value to clients.
- Excellent verbal and written communication skills with confidence presenting to a variety of audiences.
- A team-oriented approach with demonstrated ability to mentor others and collaborate cross-functionally.
- Proficiency in tools such as eVestment Morningstar Direct and Microsoft Office Suite (Excel PowerPoint Word).
Elevate Your Career with HUB International
Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network powered by over 20000 dedicated professionals across 500 offices in North America sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision we invite you to explore: Advancement and Well-being: Our Priority
At HUB we place immense value on the well-being and professional development of our team. Heres what you can look forward to as part of the HUB Team:
- Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package including incentives bonuses and additional earning opportunities.
- Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
- Comprehensive Benefits: Access a robust benefits package including company-matched RRSPs designed to support you and your family.
- Professional Growth: Advance your career with HUB-sponsored training programs tuition reimbursement and other development opportunities tailored to help you succeed.
- Industry Support: Benefit from reimbursements for professional licensing and membership fees reflecting our investment in your expertise.
- Exclusive Perks: Enjoy special discounts on events travel accommodations and personal home & auto insurance making your HUB experience even more rewarding
Culture and Belonging: Our Commitment
At HUB International we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process we encourage you to let us knowwere here to support you. At HUB building an inclusive workplace isnt just part of what we doits at the heart of who we are.
Service: Our Ethos
At HUB International service defines who we are. This dedication extends not only to our clients but also to our employees and the communities were proud to support. Our regional offices are actively engaged in local initiatives reflecting our commitment to giving back and making a meaningful difference.
When you join HUB youll find more than just a careeryoull become part of a team where your skills are valued your growth is encouraged and your contributions have a lasting impact.
Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Contract
Employment Type
Full-Time
