Associate, Investment Consulting

Are you looking for an exciting opportunity to kick-start your career in the institutional investing industry? Then Aon has an opportunity for you within our Investment Consulting team in Montreal.

This is a hybrid role with the flexibility to work both virtually and in the office

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

As an Investment Consulting Associate, your day will be divided between individual client performance reporting and portfolio analytics, and consultant-led special projects on a broad array of investment topics.

Job Description

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions within Aon, in our Montreal office. You will report directly to the team lead and provide support to the local Investment Consulting team in servicing existing clients and prospects specialized in institutional investment consulting. Your work will positively impact significant investment pools and broad customer groups, including clients with defined benefit and defined contribution pension plans.

Key Responsibilities

• Prepare performance monitoring reports for institutional clients.
• Prepare presentations on investment topics (e.g., investment fundamentals, manager selection, manager structure and asset classes).
• Conduct searches for investment managers or DC service providers.
• Review and amend governance documents (e.g., statement of investment policies and procedures).
• Demonstrate research and analytical skills and apply knowledge to clients’ long-range investment strategies.
• Support senior associates and consultants in all aspects of work.
  
  

How This Opportunity Is Different

This role will expose you to the most creative and promising investment professionals in Canada, allowing you to learn, grow, and ensure career success. Our focus is on making valuable contributions to our clients’ investment programs through the development and application of innovative world‐class solutions, backed by our experience and the resources of Aon nationally and globally. As a crucial team member of a local team, and a large national team, you will service existing clients and prospects with specialized institutional investment consulting. Our clients include pension plans, foundations and insurance funds with assets in the billions. Your work will positively impact significant investment pools and broad partner groups.

Skills And Experience That Will Lead To Success

• Minimum of 1 year of proven experience (may have been gained through co-op or intern programs).
• Bachelor’s degree is required, preferably in Finance, Economics, Actuarial Science, Mathematics, or related field.
• Commitment to professional development and improvement. Working towards completion of the Chartered Financial Analyst (CFA) program is recommended*.
• Bilingualism French/English is required due to frequent interactions with customers, colleagues or collaborators based in Quebec, other Canadian provinces and/or abroad.
• Highly motivated, self-starter, customer-service and team-oriented individual.
• General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets.
• Highly organized and results-oriented individual, strong attention to detail and accuracy.
• Ability to multi-task, work under tight deadlines, and adaptable to changing business needs.
• Thorough knowledge of MS Office Suite, advanced knowledge of Microsoft Excel
• Aon supports candidates in the CFA program. We cover program tuition and upon completion of each level, a salary increase, and a bonus are provided.
  
  

How We Support Our Colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself.

We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

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