Senior Consultant, Investment Consulting – Strategic Asset Allocation

Job summary

Provide strategic asset allocation services and investment consulting, including asset-liability studies and portfolio reviews for institutional clients. Develop and maintain modelling tools while coordinating client mandates and delivering actionable financial strategies.

Job details

Job Title: Senior Consultant, Investment Consulting – Strategic Asset Allocation Role Type: Existing vacancy Are you committed to supporting institutional investors in making smarter investment decisions through sophisticated asset-liability and risk analysis? Do you thrive on turning complex financial data into actionable strategies that deliver meaningful outcomes for clients? Then you'll want to keep reading! Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Provide strategic asset allocation services: production and presentation of ALM studies for pension plans and, asset mix review for all kinds of institutional investors Responsible for providing investment consulting services (asset mix reviews, asset-liability studies, funding policy review, spending policy review, multifaceted investment strategies, etc.) and analytical support to a wide range of clients including defined-benefit and defined-contribution pension plans, foundations and endowment funds, insurance funds and other types of institutional investors; Capital Market Assumptions: update and develop for specific needs of Canadian clients LDI portfolio review Portfolio model: develop and update Provide technical expertise in improving and maintaining modelling and risk management tools; Participate in establishing implementation plans for various investment and risk reduction strategies; Coordinate client mandates, project workflow, and delivery of studies for our Canadian clients; Build and/or assist in presentations to clients or prospects, collaborating with a team or individually; Anticipate client issues, needs or concerns and proactively develop solutions to meet those needs; Collaborate with other colleagues on various mandates to achieve results. How this opportunity is different Joining an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Wealth team within Aon. Our team is responsible for reviewing and recommending investment strategies and performing different asset allocation, risk and optimization analysis. Skills and experience that will lead to success Seven (7+) plus years of proven experience in retirement and/or investment consulting; Experience in asset-liability modelling and stochastic projections; Strong understanding of asset-liability relationship and investing; Knowledge of pension plan funding rules; Knowledge of capital markets and asset classes; Client relationship and presentation skills; Strong digital literacy; Skills and interest in programming (Visual Basic, Matlab, R …); Strong curiosity about investment and financial modelling; Strong skills for working in teams; Autonomous, dedicated and meticulous; Ability to balance multiple priorities and work under tight timelines; Designation of ASA, FSA or FICA of the Canadian Institute of Actuaries; CFA Charter-holder or currently pursuing the Chartered Financial Analyst curriculum, or demonstrating equivalent experience; French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally. Bachelor’s degree in actuarial sciences, mathematics, statistics or business (finance or economics). Aon supports candidates in the CFA program and actuarial exam process. We cover program tuition and upon completion of each level, a salary increase, and a bonus are provided. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. #LI-AM3 2584442

What you’ll do

Provide strategic asset allocation services and investment consulting, including asset-liability studies and portfolio reviews for institutional clients. Develop and maintain modelling tools while coordinating client mandates and delivering actionable financial strategies.

Requirements

Requires 7+ years of experience in retirement or investment consulting with a strong understanding of asset-liability relationships. Candidates must hold or be pursuing a CFA or actuarial designation (ASA, FSA, or FICA) and possess a bachelor's degree in a quantitative field.

Benefits

• CFA program support
• Actuarial exam support
• Tuition coverage
• Salary increase upon completion of exam levels
• Bonus upon completion of exam levels

Listed skills

• Risk Management · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment consulting
• Strategic asset allocation
• Asset-liability modelling
• Stochastic projections
• Pension plan funding
• Capital markets
• Risk management
• Financial modelling
• Visual Basic
• Matlab
• R
• Client relationship management
• Presentation skills
• Digital literacy
• Actuarial science
• Portfolio Analysis
• Workflow Management
• Sales Prospecting
• Curiosity
• Digital Literacy
• Bilingual (French/English)
• Actuarial Exams
• Visual Basic (Programming Language)
• Actuarial Science
• Asset Allocation
• Asset Classes
• Corporate Finance
• Investments
• Capital Markets
• Chartered Financial Analyst
• Consulting
• Economics
• Financial Data
• Financial Modeling
• R (Programming Language)
• Innovation
• Institutional Investing
• Investment Decisions
• MATLAB
• Mathematics
• Presentations
• Risk Analysis
• Risk Management Tools
• Statistics
• Timelines
• Risk Reduction

Job areas

• Consulting
• Finance & Accounting
• Data & Analytics
• Investment Consultant
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

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