Associate Consultant, Investment Consulting

HUB International

Base: $65,000 to $90,000; bonus/equity: eligible b...
5+ years investment consulting experience
Bachelor's degree in finance or related field
Proficiency in evestment and morningstar direct
The role involves leading client relationships and developing tailored investment solutions in a fast-paced environment

Job Summary

  • The role involves leading client relationships and developing tailored investment solutions in a fast-paced environment.
  • Candidates will be expected to prepare clear reports, respond to RFPs, and mentor team members for their growth.
  • HUB International offers comprehensive benefits including flexible working arrangements, tuition reimbursement, and insurance discounts.

Matching Summary

The role involves leading client relationships and developing tailored investment solutions in a fast-paced environment.

Salary

Base: $65,000 to $90,000; Bonus/Equity: Eligible bonuses and commissions for some positions; Benefits: Extended health, disability, RRSP matching, paid-time-off

Skills & Requirements

Must-have

  • 5+ years investment consulting experience
  • Bachelor's degree in Finance or related field
  • Proficiency in eVestment and Morningstar Direct

Nice-to-have

  • Master's degree such as MBA or MFin
  • CFA or CIPM professional designations
  • Strong interpersonal relationship-building skills

Key Requirements

  • Five or more years of experience in investment consulting
  • Bachelor's Degree in Finance, Economics, or Business Administration
  • Advanced analytical abilities for portfolio analysis and risk management

Work Rights

Not specified

Tailored Resume

Cover Letter