Investment Consultant

Résumé du poste

The Investment Consultant will provide comprehensive investment services to institutional clients, including pension plans and endowments, while managing client relationships and identifying growth opportunities. The role involves supporting senior consultants on large accounts, mentoring junior staff, and integrating ESG factors into investment practices.

Détails du poste

Company: Marsh Description: We are seeking a talented professional to join Marsh’s Investment team. This role will be based in Montreal and follows a hybrid work model, with a requirement to work in the office at least three days per week. As an Investment Consultant, you will provide a comprehensive range of services to institutional clients, including defined benefit pension plans, endowments, and foundations. You will be part of a team that delivers innovative, high-quality solutions designed to help clients make the best risk-adjusted return decisions, while taking into account their liabilities and spending commitments. What You Will Do Support senior investment consultants on mid-sized and large client accounts, actively participate in client meetings, and progressively take on greater responsibilities. Serve as the primary consultant for small and medium-sized clients by delivering services, identifying issues and opportunities for improvement, making recommendations, managing client relationships, and leading client meetings. Demonstrate expertise in investment strategies, defined benefit plans, and related regulatory and governance considerations, and actively contribute to client discussions. Support organizations in integrating environmental, social, and governance (ESG) factors into their policies and investment practices. Develop and maintain strong client relationships, identify opportunities to expand Marsh’s services, and contribute to overall client satisfaction. Manage and mentor junior team members while ensuring operational excellence and the timely delivery of client work. What You Need to Have A bachelor’s degree in business, finance, economics, or a related field, with strong quantitative and analytical coursework. Five to ten years of experience working with defined benefit plans as a consultant or relationship manager. Five to ten years of investment experience, with defined benefit plan experience as a consultant, relationship manager or investment manager. Strong communication skills in both English and French, as this role requires regular interaction with clients and colleagues outside Quebec. Strong project management and organizational skills. Good knowledge of the institutional investment industry and financial markets. What Will Make You Stand Out A passion for delivering exceptional client service and engaging in meaningful discussions about financial well-being and plan governance. The ability to thrive in a rapidly changing environment and an interest in building a long-term, dynamic career. CFA or FICA certification is considered an asset. Why Join Our Team? We support your professional growth through development opportunities, engaging work, and supportive leadership. We foster a vibrant and inclusive culture where talented colleagues collaborate to create innovative solutions and make a meaningful impact on our people, clients, and communities. Our global scale provides a wide range of career opportunities, benefits, and rewards designed to support your overall well-being. Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [email protected] Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Ce que vous ferez

The Investment Consultant will provide comprehensive investment services to institutional clients, including pension plans and endowments, while managing client relationships and identifying growth opportunities. The role involves supporting senior consultants on large accounts, mentoring junior staff, and integrating ESG factors into investment practices.

Exigences

Candidates must possess a bachelor's degree in business, finance, or economics and have five to ten years of experience with defined benefit plans. Strong communication skills in both English and French are required, along with project management expertise and knowledge of financial markets.

Avantages

• Professional growth opportunities • Supportive leadership • Inclusive culture • Global career opportunities • Well-being support

Compétences indiquées

• Regulatory Compliance · Souhaitée
• Communication · Souhaitée
• Analyse financière · Souhaitée
• Gestion de projet · Souhaitée
• Client Relationship Management · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Investment consulting
• Defined benefit plans
• Client relationship management
• Financial analysis
• Project management
• ESG integration
• Risk-adjusted return
• Institutional investment
• Financial markets
• Strategic planning
• Mentoring
• Communication
• Regulatory compliance
• Governance
• Analytical skills
• Environmental Social And Corporate Governance (ESG)
• Organizational Skills
• Bilingual (French/English)
• Customer Relationship Management
• Management Consulting
• Corporate Finance
• Investments
• Chartered Financial Analyst
• Economics
• Financial Market
• Leadership
• Innovation
• Project Management
• Operational Excellence
• Reinsurance
• Telecommuting
• Advising

Domaines d’emploi

• Consulting
• Finance & Accounting
• Management & Leadership
• Investment Consultant
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors