Institutional investment consulting expertise and advanced Excel skills define this Senior Associate chance with Aon in Montreal. French and English bilingualism is required.
As a Senior Investment Consulting Associate, you will service institutional clients and prospects through specialized investment consulting. Your work will support defined benefit and defined contribution pension plans while applying investment concepts, financial markets knowledge, and analytical skills. You will report to the Team Leader and contribute locally and nationally.
Key Responsibilities:
- Prepare and review institutional performance monitoring reports
- Develop presentations covering investment fundamentals and asset classes
- Write investment report commentary, conclusions, and recommendations
- Search for investment managers and defined contribution providers
- Present investment topics and performance reviews at meetings
Requirements:
- At least two years of relevant financial or investment consulting experience
- Bachelor's degree in finance, economics, mathematics, or related field
- French and English bilingualism for frequent client interactions
- Institutional investment industry and financial markets knowledge
- Advanced Microsoft Excel and thorough Microsoft Office knowledge
Apply institutional investment knowledge, research, communication, and analytical skills while supporting Aon's clients and consulting teams.
📌 Senior Institutional Investment Consultant (Montreal)
🏢 Aon
📍 Montreal