Finance leader for a fast - growing SaaS company in Guelph, responsible for financial strategy and team leadership. Driving sustainable growth and capital efficiency among company objectives.
About the role
- Institutional Investment Consulting Senior Associate supporting investment services and collaborating on client portfolios at Mercer. Providing strategic insights and mentoring junior analysts in a hybrid work environment.
Responsibilities
- Work with client staff, investment committees, and boards to understand needs, objectives and investment constraints.
- Examine and monitor developments within the economy, global capital markets, and the asset management community to communicate relevant updates to clients
- Work collaboratively with client team members to manage projects by defining objectives, making recommendations, and ensuring client deliverables are timely and represent best practices.
- Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data supporting service delivery.
- Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment-related activities
- Participate in, or lead, quarterly or ad-hoc client meetings
- Mentor and teach junior analysts looking to develop their skills
Requirements
- A bachelor's degree from an accredited institution with coursework in business or investment-related courses
- 5-10 years of relevant investment experience
- Actively pursuing or already obtained the CFA, CAIA, CIMA, or CIPM designation
- Knowledge of performance calculations, risk metrics, and portfolio construction
- Self-motivated and effective in a highly collaborative team environment
- Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting
- Strong analytical, project management, and communication skills
- Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments
- Commitment to continuous learning and staying current with industry trends and market conditions
- Adaptability and decisiveness
- Proficient in Microsoft Excel, Word, and PowerPoint.
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
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