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Associate Partner, Investment Consulting
Are you an investment advisory leader who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you – we present you the role of Associate Partner, Investment Consulting at Aon!
This is a hybrid role with the flexibility to work both virtually and from our Toronto office.
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
Reporting directly to the National Practice Leader, we will help you grow professionally as a subject matter expert.
You will collaborate with regional leaders, while bring supported by associates and analysts in the team. We expect you to provide guidance and leadership to junior colleagues as well.
We also consider you an Aon Ambassador to our clients, and hope that you can build, nature, and develop client relationships through effective value proposition and service delivery.
- Leads all aspects of investment consulting projects. Crafting, coordinating, preparing, and delivering analytical consulting assessments.
- Identifies and develops opportunities on client accounts, growing the scope of existing projects and relationships and driving sales for the Practice
- Leads increasingly challenging client relationships by providing proactive and innovative support to clients. Applies good judgment and appropriate follow-through with firm employees, investment managers, trustees, and clients. Demonstrates initiative & ownership of client & research-related work;
- Efficiently apply internal resources for effective handling of multiple client projects;
- Mentor the team on specific client types (foundations and endowments) or unique investment issues [e.g., ESG, transition management, custom target-date funds, endowment spending model];
- Demonstrates clear understanding and ability to articulate value proposition of all Canadian Investment Consulting services;
- Leads ad hoc projects for the Canada Investment Consulting Senior Management Team / local leadership.
How this opportunity is different
Our team leads the execution and delivery of investment consulting material and advice to our largest institutional clients. And we take a step further – we also drive marketing activities intended to develop new investment consulting relationships
Skills and experience that will lead to success
- A minimum of 12 years of direct experience in financial / investment consulting environment,
- Experience working with institutional clients, especially handling a large block of clients and large client teams;
- Proven problem solving, analytical decision making, and problem-solving skills in developing solutions for complex clients/business issues;
- Able to understand the short term/long term needs of clients; capable of identifying business development opportunities to effectively close consulting assignments;
- Embraces creative spirit in work through recognizing and capitalizing on opportunities to help with growth and expansion of the organization;
- Ability to establish self as a trusted leader/advisor. Demonstrates strong client-facing skills with the ability to clearly articulate ideas and information and to respond promptly and effectively to all inquiries;
- Detail and results-orientated; able to work independently on diverse projects, able to balance multiple priorities in a fast-paced; high-pressure environment and meet project timelines;
- A phenomenal teammate who can work with a variety of individuals;
- Strong technical expertise and the proven track record to remain current with respect to investment industry trends, activity in the market, provincial and federal legislative policies and changes;
- Planning and organizational skills through experiences; ability to effectively coordinator the delivery of projects and advisory services;
- Must be persuasive, forward-thinking, progressive, energetic, and focused;
- Strong analytical skills; accuracy and attention to detail;
- Requires substantial travel to service clients
Education:
- Bachelor’s degree is required, preferably in Finance or Commerce or related field, or equivalent years of experience; and
- Dedication to professional development. Completion of MBA or CFA is preferred.
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 recognize 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.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected]
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.
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