Associate Investment Consultant

About The Role

An Associate Consultant works in a flexible, fast-paced, dynamic environment, often balancing multiple tasks and projects simultaneously. The position is expected to meet tight deadlines, deal with complex issues and assist with managing client expectations. The position can involve travel to visit client sites for meetings.

What You’ll Do

• Collaborate with the Consultant Lead to manage client relationships by researching and developing tailored solutions.

• Prepare and present clear, well-structured reports and recommendations at client meetings.

• Peer-review the work of colleagues and add client-specific insights.

• Stay informed about industry regulations and governance that impact institutional clients.

• Lead and execute projects to improve internal systems and technology.

• Proactively identify issues and implement creative solutions.

• Independently manage projects and coordinate with team members to ensure timely delivery.

• Communicate and maintain strong relationships with Investment Managers, Custodians, and Recordkeepers.

• Mentor and guide team members to support their growth.

• Provide feedback on analyst performance and assist in interviewing candidates when needed.

• Participate in internal committees and serve as a backup for the Director of Investment Operations as needed.

Qualifications and expertise that pave the way for Success

• Three or more years of experience working in investment consulting or a related field.

• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field. A Master’s degree (e.g., MBA, MFin) is advantageous.

• Professional designations or certifications (or those in the process of obtaining), such as CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement), which demonstrate a commitment to professional development and expertise in investments.

• Strong knowledge of investment strategies, asset allocation, portfolio analysis, risk management, portfolio management, and financial markets.

• Advanced analytical abilities for reviewing, interpreting, and presenting complex data clearly to support clients in decision-making.

• Skills in problem-solving and solution sourcing to manage diverse client needs and provide innovative approaches to evolving challenges. Strong interpersonal skills for client management and relationship-building with stakeholders and cross-functional teams.

• Demonstrated initiative and proactive approach to identifying opportunities for operational improvements and supporting organizational goals.

• Proficiency in investment analysis software (e.g., eVestment, Morningstar Direct) and Microsoft Office Suite (Excel, PowerPoint, Word).

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

• Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.

• Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.

• Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.

• Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.

• Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.

• Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

Culture and Belonging: Our Commitment

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, please let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

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