Support investment manager searches and ongoing monitoring through qualitative and quantitative assessments, documentation, and database maintenance
Draft clear, concise client reports and presentations tailored to audience sophistication; review Analyst work for accuracy and relevance
Manage assigned workstreams across client engagements and special projects, coordinating with investment consulting, actuarial, and broader consulting teams as needed
Ensure quality control and service standards are upheld across all deliverables
Develop and maintains excellent relationships with clients, investment managers, and other partners through telephone contact and office visits as appropriate
Attend internal training sessions to build knowledge of industry topics and trends
Mentoring junior Analysts and supporting their professional development
Staying current on capital markets, manager trends, governance practices, and regulatory developments
Internal initiatives, thought leadership, and process improvement efforts
You have
Strong analytical and problem-solving skills with strong attention to detail
Excellent mathematical and technical skills with the ability to synthesize complex investment information into clear, decision-useful insights
Solid understanding of institutional investment portfolios, asset classes, and performance measurement
Professional communication skills - written and verbal - with confidence presenting to clients and senior stakeholders
Strong organizational skills and ability to manage multiple priorities and tight deadlines effectively
Exceptional client focus with strong professional acumen and excellent project management skills
Above average skills in MS Suite (Word, PowerPoint, and Excel) and investment-focused analytical tools
A track record of asking insightful questions and conducting deep-dive analysis that has influenced client decisions
Collaborative mindset with a willingness to learn from senior colleagues and mentor junior staff
What you bring
Bachelor's degree in Finance, Business, Economics, Mathematics, Statistics, Actuarial Science, or related field
~10 years of experience in investment consulting, asset management, pension consulting, or a related institutional investment role (equivalent experience in endowment management, insurance asset management, or large corporate treasury considered)
Demonstrated experience working with pension plans, endowments, or fiduciary investment arrangements
Proficiency with MS Office Suite and investment-focused analytical tools
Requirements
CFA designation (in progress or completed)
Advanced Excel modeling skills
Experience with investment platforms such as Morningstar or eVestment
Prior experience mentoring or developing junior investment professionals
A bit about us
We're a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve liv
Benefits
Health insuranceVision insurance
Additional Information
TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
Here's the impact you'll make and what we'll accomplish together
Join our Investment Consulting practice where we harness over 30 years of experience delivering exceptional pension plan and endowment consulting services - covering investment strategy, asset mix, investment manager oversight and selection, plan governance, and performance monitoring. As pioneers in the industry, we have established ourselves as trailblazers in pension risk management, employing cutting-edge asset-liability modeling techniques and providing unparalleled pension risk transfer consulting.
Our Investment Consulting team is collaborative, intellectually curious, and committed to mentoring the next generation of consultants. As an Investment Consultant, you'll move beyond analysis into client-facing leadership, working directly with pension boards and endowment trustees to shape their investment strategy - with a clear path toward senior consulting responsibilities as you build your expertise and client relationships.
Here's how
As an Investment Consultant, you will play a key role in delivering high-quality investment consulting services to institutional clients. You will support client relationships, contribute to investment analysis and recommendations, and take growing ownership of client deliverables and projects.
Lifeworks · Montreal, Canada