Retirement Advisor - Remote (Toronto)

Retirement Advisor - Remote (Toronto)

02 Sep
|
Insight Global
|
Toronto

02 Sep

Insight Global

Toronto

We are seeking a Senior Advisor, Pension Fund to support the management and oversight of pension plans. This role is responsible for investment manager oversight, portfolio analytics, risk reporting, due diligence, pension governance, ESG reporting, and fund operations. The successful candidate will work closely with internal stakeholders, investment managers, consultants, and service providers to support investment strategy, portfolio monitoring, compliance, and operational execution.

This is a hands-on chance for a self-starter who can quickly contribute, take initiative, and operate effectively in a fast-paced environment.

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.





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Skills and Requirements

3-5 years of experience with:

- Pension funds

- Asset management firms

- Investment consulting

- Private markets investment organizations

- Fund-of-funds platforms

Strong understanding of public and private market investments

Experience evaluating investment manager performance

Capital calls and distributions

Commitment structures

Portfolio construction and asset allocation

Liquidity forecasting

Risk and performance analytics

Pension fund operations

Advanced Excel and PowerPoint skills

Ability to analyze complex data and develop executive-level presentations and reports Investment strategy, portfolio optimization, or asset liability management experience

ESG reporting and investment governance experience

Experience with investment manager onboarding, monitoring, and selection

Familiarity with investment agreements and fund documentation

Experience working with custodians, consultants, and institutional investment managers

Knowledge of regulatory reporting, audits, and compliance requirements

Familiarity with

iLevel

Bloomberg

NEXEN

CFA, CAIA, or progress toward a professional investment designation

Institutional investment or pension fund background

📌 Retirement Advisor - Remote (Toronto)
🏢 Insight Global
📍 Toronto

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