Join Mercer's Investment Consulting team as a Senior Institutional Investment Consultant in Toronto, thriving in a hybrid work environment. Deliver exceptional investment advice and strategies for Endowment, Foundation, and Family Office clients.
In this pivotal role, you will leverage at least 10 years of experience in investment consulting, focusing on client relationships and strategic investment recommendations. Your expertise will guide clients in determining investment objectives and policies while expanding Mercer's Investment Consulting services. This position offers opportunities to enhance financial security and contribute to meaningful outcomes for diverse clients.
Key Responsibilities:
• Provide tailored investment advice for client objectives
• Create and evaluate investment strategies for large clients
• Lead marketing efforts within Endowment and Foundation segments
• Foster relationships through presentations and RFPs
• Supervise and mentor project team members
Requirements:
• Bachelor’s degree in finance, business, or economics
• Minimum 10 years in investment consulting or relationship management
• Robust knowledge of financial markets and investment industry
• CFA or FICA certification is a plus
• Excellent analytical and communication skills
Drive investment excellence, client satisfaction, and impactful strategies by joining Mercer’s experienced team in Toronto.
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