Associate Investment Consultant

About The Role

An Associate Consultant works in a flexible fast-paced dynamic environment often balancing multiple tasks and projects simultaneously. The position is expected to meet tight deadlines deal with complex issues and assist with managing client expectations. The position can involve travel to visit client sites for meetings.

What Youll Do

• Collaborate with the Consultant Lead to manage client relationships by researching and developing tailored solutions.

• Prepare and present clear well-structured reports and recommendations at client meetings.

• Peer-review the work of colleagues and add client-specific insights.

• Stay informed about industry regulations and governance that impact institutional clients.

• Lead and execute projects to improve internal systems and technology.

• Proactively identify issues and implement creative solutions.

• Independently manage projects and coordinate with team members to ensure timely delivery.

• Communicate and maintain strong relationships with Investment Managers Custodians and Recordkeepers.

• Mentor and guide team members to support their growth.

• Provide feedback on analyst performance and assist in interviewing candidates when needed.

• Participate in internal committees and serve as a backup for the Director of Investment Operations as needed.

Qualifications and expertise that pave the way for Success

• Three or more years of experience working in investment consulting or a related field.

• Bachelors Degree in Finance Economics Business Administration or a related field. A Masters degree (e.g. MBA MFin) is advantageous.

• Professional designations or certifications (or those in the process of obtaining) such as CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement) which demonstrate a commitment to professional development and expertise in investments.

• Strong knowledge of investment strategies asset allocation portfolio analysis risk management portfolio management and financial markets.

• Advanced analytical abilities for reviewing interpreting and presenting complex data clearly to support clients in decision-making.

• Skills in problem-solving and solution sourcing to manage diverse client needs and provide innovative approaches to evolving challenges. Strong interpersonal skills for client management and relationship-building with stakeholders and cross-functional teams.

• Demonstrated initiative and proactive approach to identifying opportunities for operational improvements and supporting organizational goals.

• Proficiency in investment analysis software (e.g. eVestment Morningstar Direct) and Microsoft Office Suite (Excel PowerPoint Word).

Elevate Your Career with HUB International

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 please 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.

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