Job Description
The Opportunity: We are seeking an experienced Consultant to join our Segal Marco investment consulting team in Canada. This hybrid position is based in Toronto and will require quarterly travel to client meetings across the Greater Toronto Area (GTA) and Sudbury. The successful candidate will play a key role in delivering comprehensive investment advisory solutions and services to institutional clients, with a focus on multi-employer pension plans and health and welfare plans. The role emphasizes client-facing leadership, portfolio and investment strategy oversight, and investment manager due diligence within the Canadian marketplace.
The Role: As a Consultant, the successful candidate will bring demonstrated investment consulting experience with pension funds and benefit funds. This is a highly client-facing role focused on providing strategic investment advice, analyzing capital markets and investment manager performance, and presenting recommendations to Board of Trustees. Key areas of subject matter expertise include:
· institutional investment consulting, capital markets expertise, investment strategies, and relationship with investment managers community;
· Market analysis, portfolio performance monitoring, asset allocation, investment manager selection and oversight, risk management, compliance and plan governance;
· contributing to thought leadership, supporting business development, supporting colleagues and junior staff, and collaborating on client deliverables.
Key Requirements: The qualified candidate must have:
· Minimum of 10 years of relevant investment advising/consulting experience with institutional clients.
· Demonstrated experience advising pension funds and/or benefit funds
· Strong capital markets knowledge and understanding of investment strategies (liability-driven investment an asset)
· Proven experience leading client engagements and collaborating effectively across the team.
· Strong interpersonal skills to independently interact with clients, and investment managers and members of the industry.
· A collaborative team approach with a reputation as an excellent listener, learner, and contributor.
· High ethical and professional standards.
· Strong verbal, written, and presentation skills.
· Ability to handle multiple tasks with accuracy against deadlines in a rapidly changing and dynamic environment.
About Segal and its Total Rewards Program…
Segal is a privately owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.
Segal’s total rewards are part of what makes Segal a special place to work. The current salary range for this position is $100,000-$140,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k)-profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.
Join Segal:
If your qualifications align closely with what we have described, we encourage you to apply. Your unique background and skills matter because at Segal, we believe that different experiences and perspectives drive innovation and excellence. We are committed to creating a fair and transparent hiring process and all hiring decisions will be merit-driven. If you require accommodation during the interview, please let us know. Thank you for considering Segal. We are excited to learn more about you!
Please Apply: Segal is the right size, the right organization and…the right move for you!
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