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Investment Consultant
senior · Consulting
Company:
MarshDescription:
We are seeking a talented professional to join Marsh’s Investment team. This role will be based in Montreal and follows a hybrid work model, with a requirement to work in the office at least three days per week.
As an Investment Consultant, you will provide a comprehensive range of services to institutional clients, including defined benefit pension plans, endowments, and foundations. You will be part of a team that delivers innovative, high-quality solutions designed to help clients make the best risk-adjusted return decisions, while taking into account their liabilities and spending commitments.
What You Will Do
- Support senior investment consultants on mid-sized and large client accounts, actively participate in client meetings, and progressively take on greater responsibilities.
- Serve as the primary consultant for small and medium-sized clients by delivering services, identifying issues and opportunities for improvement, making recommendations, managing client relationships, and leading client meetings.
- Demonstrate expertise in investment strategies, defined benefit plans, and related regulatory and governance considerations, and actively contribute to client discussions.
- Support organizations in integrating environmental, social, and governance (ESG) factors into their policies and investment practices.
- Develop and maintain strong client relationships, identify opportunities to expand Marsh’s services, and contribute to overall client satisfaction.
- Manage and mentor junior team members while ensuring operational excellence and the timely delivery of client work.
What You Need to Have
- A bachelor’s degree in business, finance, economics, or a related field, with strong quantitative and analytical coursework.
- Five to ten years of experience working with defined benefit plans as a consultant or relationship manager.
- Five to ten years of investment experience, with defined benefit plan experience as a consultant, relationship manager or investment manager.
- Strong communication skills in both English and French, as this role requires regular interaction with clients and colleagues outside Quebec.
- Strong project management and organizational skills.
- Good knowledge of the institutional investment industry and financial markets.
What Will Make You Stand Out
- A passion for delivering exceptional client service and engaging in meaningful discussions about financial well-being and plan governance.
- The ability to thrive in a rapidly changing environment and an interest in building a long-term, dynamic career.
- CFA or FICA certification is considered an asset.
Why Join Our Team?
- We support your professional growth through development opportunities, engaging work, and supportive leadership.
- We foster a vibrant and inclusive culture where talented colleagues collaborate to create innovative solutions and make a meaningful impact on our people, clients, and communities.
- Our global scale provides a wide range of career opportunities, benefits, and rewards designed to support your overall well-being.