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Principal, Investments

LifeWorks

This is a Contract position in Montreal, QC posted January 17, 2023.

Build a meaningful career

At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives.  The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

Director, Investment Consulting
Retirement Benefit Solutions
Canada Remote
Full Time

The Investment and Risk practice, a part of the Retirement and Financial Solutions line of business, has been providing investment consulting services to our clients for over 30 years, spanning investment strategy, asset allocation, investment manager selection, and performance monitoring. The practice has also become an industry leader in pension risk management (asset-liability modelling) and pension risk transfer consulting. In 2012, we launched LifeWorks Investment Management to provide implemented investment and risk management solutions (OCIO).

Reporting to the leader of the Investment Consulting team, the candidate will be the primary investment consultant for a portfolio of clients, participate in new business opportunities within their region and nationally, and lead a team of investment analysts in the region.

Responsibilities

  • Develop, build, extend, and expand strong client relationships

  • As lead investment consultant, provide full range of investment consulting to clients and their pension / investment committees, including:

  • Development of investment strategy to meet client short / long-term objectives

  • Consulting on governance and governance structure

  • Development / review / documentation of investment policy

  • Delivery of investment performance analysis and recommendations 

  • Recommending investment manager changes

  • Leading investment manager searches

  • ​Education / updates on industry trends / issues

  • Work collaboratively with colleagues across other practices / teams to develop cost-effective solutions to meet client needs

  • Lead / develop a team of investment analysts

  • Provide peer review of work completed by others ensuring adherence to technical, professional, and ethical standards

  • Act as a resource of broad based investment knowledge to colleagues in other practice areas

  • Perform investment market research and intellectual capital production for the development of marketing material

  • Managing special projects as required

Qualifications

  • Minimum of eight (8) years of relevant industry experience

  • Chartered Financial Analyst (CFA) charter holder preferred

  • Some actuarial background preferred

  • Strong project management, communication, presentation, and negotiation skills

  • Team leadership skills with ability to mentor / guide / motivate others

  • Ability to work collaboratively and independently with minimum supervision

  • Knowledge of the investment process  for institutional investment programs (including defined benefit plans, defined contribution plans, endowments, and foundations); knowledge of institutional investment managers

  • Bilingual (French and English) preferred

  • Some ability to travel preferred

#LI-SS2

Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to talentacquisitiononboarding@lifeworks.com

Fulfilling work that matters

LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.

At LifeWorks, we are committed to putting our people first.  Our priority is to optimize the health and productivity of our people.  In light of COVID-19, our company continues to monitor the global situation and following local guidance in each of our communities to ensure the health and wellbeing of our employees.  Safety is our highest priority, and while the goal is to ultimately return to the office, we are currently working remotely and are connecting with candidates through virtual interviews, recruitment events, and information sessions.  We are excited to connect with you virtually, and look forward to receiving your application.