Strategy Specialist, Total Portfolio Solutions

Job summary

The Strategy Specialist acts as a commercial enabler for the Total Portfolio Solutions team, developing client-ready materials and addressing time-sensitive commercial requests. They engage directly with institutional and private wealth clients, consultants, and intermediaries to promote capabilities and support business growth.

Job details

The Strategy Specialist acts as a commercial enabler for the Total Portfolio Solutions team, developing client-ready materials and addressing time-sensitive commercial requests. They engage directly with institutional and private wealth clients, consultants, and intermediaries to promote capabilities and support business growth. Requires 10 to 15 years of experience in investment consulting or asset management, with a strong background in multi-asset and private market strategies. A CFA, professional actuarial designation, or a Master's degree in a quantitative field is preferred, along with fluency in English and French.

What you’ll do

The Strategy Specialist acts as a commercial enabler for the Total Portfolio Solutions team, developing client-ready materials and addressing time-sensitive commercial requests. They engage directly with institutional and private wealth clients, consultants, and intermediaries to promote capabilities and support business growth.

Requirements

Requires 10 to 15 years of experience in investment consulting or asset management, with a strong background in multi-asset and private market strategies. A CFA, professional actuarial designation, or a Master's degree in a quantitative field is preferred, along with fluency in English and French.

Benefits

• Competitive Compensation
• Competitive Benefits Packages
• Wellness Programs

Listed skills

• Consultative Selling · Preferred
• Project management · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred
• Bilingual communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Multi-Asset Investment
• Private Markets
• Client Relationship Management
• Consultative Selling
• RFP Response
• Financial Modeling
• Institutional Asset Management
• Strategic Communication
• Market Trend Analysis
• Business Development
• Client Retention
• Executive Presentation
• Actuarial Concepts
• Liability-Driven Investing
• Bilingual Communication
• Project Management

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership
• Sales
• Marketing

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