Segal Marco Advisors
Consultant, Investment Advisory - Hybrid Role
Job Description
Explore a dynamic Consultant role in investment advisory with Segal Marco, based in Toronto and requiring some travel within the Greater Toronto Area. Focus on delivering specialized consulting to institutional clients.
This hybrid position seeks a qualified Consultant with a solid background in investment advising for pension and benefit funds. Your expertise will drive portfolio analysis, investment strategy oversight, and client relationship management. This role emphasizes leadership in a team setting while enabling you to influence investment outcomes greatly.
Key Responsibilities: • Deliver tailored investment solutions for institutional clients • Lead discussions and present insights to client Boards • Oversee portfolio performance, asset allocation, and risk management • Conduct thorough due diligence for investment managers • Collaborate with colleagues on effective client deliverables
Requirements: • Minimum of 10 years in consulting for institution...
This hybrid position seeks a qualified Consultant with a solid background in investment advising for pension and benefit funds. Your expertise will drive portfolio analysis, investment strategy oversight, and client relationship management. This role emphasizes leadership in a team setting while enabling you to influence investment outcomes greatly.
Key Responsibilities: • Deliver tailored investment solutions for institutional clients • Lead discussions and present insights to client Boards • Oversee portfolio performance, asset allocation, and risk management • Conduct thorough due diligence for investment managers • Collaborate with colleagues on effective client deliverables
Requirements: • Minimum of 10 years in consulting for institution...