Associate Consultant- Investment Consulting

About The Role

An Associate Consultant works in flexible, fast-paced, dynamic environment, often balancing multiple tasks and projects simultaneously. The position is expected to meet tight deadlines, deal with complex issues and assist with managing client expectations. The position can involve travel to visit client sites for meetings.

What You’ll Do

• Collaborate with the Consultant Lead to manage client relationships by researching and developing tailored solutions.
• Prepare and present clear, well-structured reports and recommendations at client meetings.
• Peer-review the work of colleagues and add client specific insights.
• Stay informed on industry regulations and governance impacting institutional clients.
• Lead and execute projects to improve internal systems and technology.
• Proactively identify issues and implement creative solutions.
• Independently manage projects and coordinate with team members to ensure timely delivery.
• Communicate and maintain strong relationships with Investment Managers, Custodians, and Recordkeepers.
• Mentor and provide guidance to team members to support their growth.
• Provide feedback on analyst performance and assist in interviewing candidates when needed.
• Participate in internal committees and serve as a back-up for the Director of Investment Operations when required.

Qualifications and expertise that pave the way for Success

• Three or more years of experience working in investment consulting, or a related field.
• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field. A Master’s degree (e.g., MBA, MFin) is advantageous.
• Professional designations or certifications (or working towards) like CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement), which demonstrate commitment to professional development and expertise in investments.
• Strong knowledge of investment strategies, asset allocation, portfolio analysis, risk management, portfolio management, and financial markets.
• Advanced analytical abilities for reviewing, interpreting, and presenting complex data clearly to support clients in decision-making.
• Skills in problem-solving and solution sourcing to manage diverse client needs and provide innovative approaches to evolving challenges. Strong interpersonal skills for client management and relationship-building with stakeholders and cross-functional teams.
• Demonstrated initiative and proactive approach to identifying opportunities for operational improvements and supporting organizational goals.
• Proficiency in investment analysis software (e.g., eVestment, Morningstar Direct) and Microsoft Office Suite (Excel, PowerPoint, Word).

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 17,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB family:

• Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.
• Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.
• Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.
• Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.
• Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.
• Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.

Diversity, Equity, and Inclusion: Our Commitment

HUB International is steadfast in its commitment to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB, equal opportunity is not just a policy; it’s the cornerstone of our culture.

Service: Our Ethos

Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.

At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.

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Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma