SENIOR INVESTMENT CONSULTANT
Location: Calgary, ALBERTA, US
Senior Investment Consultant 020030
For over 65 years, Hewitt has been helping leading companies around the world get a great return on their most important investment-their people. We’ve earned our reputation for HR excellence through the thought leadership of Hewitt Consulting and the administrative leadership of Human Resources Outsourcing. Clients look to us for best-of-breed solutions to specific problems as well as fully integrated solutions that bring together our broad range of services. We enable our clients to build shareholder value by helping them hire, develop, motivate, retain and reward the employees who create that value every day. Hewitt began as an HR consulting firm-and our thought leadership, innovative consulting solutions, and client-intimate service remain the cornerstone of who we are. Our broad-based and unique consulting capabilities give companies worldwide the experience, creativity, and resources they need to take on their biggest human resources and organizational challenges. Senior Investment Consultant As part of Hewitt’s Global Investment Practice, the Canadian investment practice delivers advice to clients on investment strategy, portfolio structure, manager/record-keeper selection, DC plan management and other investment issues. This role will lead the delivery of investment consulting services to Alberta-based clients, and will be a member of a multi-disciplined Calgary-based consulting team. Primary Functions This role is a critical part of our ongoing growth strategy in western Canada as well as being a member of the Canadian investment consulting team. Given this, the associate in this role will use their strong business development, analytical and communication skills to develop relationships and assist clients with investment issues in relation to pension funds, capital accumulation plans, endowment funds, foundations, insurance companies, etc. The key functions are as follows:
-Client leadership – develop and nurture new client relationships by having a thorough understanding of all services we provide to our clients and look for opportunities to make integrated offers in cooperation with other parts of our business.
-Business leadership – focus on financial results, play a key role in strategizing for pricing and selling new business, help to manage resource allocation in light of business needs, connect with other parts of our business to help guide integration of our investment services with other practices, and ensure that the group contributes to the success of the region/firm.
-Thought leadership – provide specific technical expertise or strategic direction on topics which affect our business (either locally or more broadly to the practice), support and encourage new ideas, and analyze/research information to send to clients.
-Project leadership – demonstrate responsibility for the overall delivery of work for our clients. This includes managing multiple projects for clients, understanding the connections and priorities for all projects for each client, ensuring the quality and efficiency of the work, developing relationships with our client contacts, managing process improvements, providing coaching and training of our associates within the context of the projects, working/integrating with other practices to help get projects done, and demonstrating subject matter expertise and excellent consulting skills.
-University degree, most likely Business, Math or Economics. A MBA considered an asset.
-10 plus years of industry experience – investment management, record keeper or investment consulting is preferred.
-Chartered Financial Analyst designation.
-Strong business development skills.
-Knowledge of, and experience in, different types of institutional clients i.e. pensions, capital accumulation plans, foundations, endowments and insurance companies.
-Knowledge of the institutional investment management industry in Canada.
-Strong presentation and communication skills.
-Strong interpersonal skills.
Job Segments: Business Development, Consultant, Consulting