Investment Consultant

TELUS Health

Not specified (assumed hybrid or flexible based on industry standards).
Strong analytical and problem-solving skills
Solid understanding of institutional investment portfolios
Proficiency with ms office suite and investment tools
TELUS Health is seeking an Investment Consultant to join their Investment Consulting practice, which specializes in pension plan and endowment consulting services. The role focuses on enhancing client relationships and delivering high-quality investment analysis, ultimately positioning the consultant for senior consulting responsibilities

Job Summary

  • The role involves supporting client relationships and contributing to investment analysis for pension boards and endowment trustees.
  • Candidates will conduct investment performance analysis, risk assessments, and peer benchmarking while managing assigned workstreams.
  • The team is committed to mentoring the next generation of consultants and fostering a culture of innovation.

Matching Summary

Match Score: 85

TELUS Health is seeking an Investment Consultant to join their Investment Consulting practice, which specializes in pension plan and endowment consulting services. The role focuses on enhancing client relationships and delivering high-quality investment analysis, ultimately positioning the consultant for senior consulting responsibilities.

Skills & Requirements

Must-have

  • Strong analytical and problem-solving skills
  • Solid understanding of institutional investment portfolios
  • Proficiency with MS Office Suite and investment tools
  • Experience working with pension plans or endowments
  • Ability to synthesize complex investment information

Nice-to-have

  • CFA designation in progress or completed
  • Advanced Excel modeling skills
  • Experience mentoring junior investment professionals
  • Collaborative mindset willing to learn
  • Track record of influencing client decisions

Key Requirements

  • Bachelor's degree in Finance, Business, Economics, Mathematics, Statistics, or Actuarial Science
  • ~10 years of experience in investment consulting or related institutional investment roles
  • Demonstrated experience with pension plans, endowments, or fiduciary arrangements

Work Rights

Not specified

Tailored Resume

Cover Letter