Investment Consultant

TELUS Health

**
Strong analytical and problem-solving skills
Solid understanding of institutional investment portfolios
Proficiency with ms office suite and excel
** TELUS Health is seeking an Investment Consultant to join their Investment Consulting practice, which focuses on providing exceptional pension plan and endowment consulting services. The role involves client-facing leadership, investment analysis, and mentorship, with a clear path toward senior consulting responsibilities. **

Job Summary

  • The role involves supporting client relationships and contributing to investment analysis while taking growing ownership of client deliverables.
  • Candidates will work directly with pension boards and endowment trustees to shape investment strategies using cutting-edge asset-liability modeling techniques.
  • The team is collaborative and committed to mentoring the next generation of consultants while fostering a culture of innovation.

Matching Summary

Match Score: 75

** TELUS Health is seeking an Investment Consultant to join their Investment Consulting practice, which focuses on providing exceptional pension plan and endowment consulting services. The role involves client-facing leadership, investment analysis, and mentorship, with a clear path toward 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 Excel
  • 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
  • Experience with Morningstar or eVestment platforms

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter