Home › Companies › Eedu Fa Em3 Oraclecloud Com CX 1003 › Investment Client Consultant
Investment Client Consultant
Eedu Fa Em3 Oraclecloud Com CX 1003 · Montreal, QC, Canada; CA Toronto - 130 King Street West, Toronto, TORONTO, CA · Active · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Eedu Fa Em3 Oraclecloud Com CX 1003 |
| Title | Investment Client Consultant |
| Normalized title | - |
| Department / team | Investment Consulting |
| Location | Montreal, QC, Canada |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-05-20 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Eedu Fa Em3 Oraclecloud Com CX 1003. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Montreal. | Open |
| Department jobs | Active postings in Investment Consulting. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Eedu Fa Em3 Oraclecloud Com CX 1003 |
| Source | e7d5a5b4-600a-48ec-99bc-2d32732502c6 |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
Description
Description
Summary of Role
As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services Participate in providing a wide range of services to pension investment committees Assist with asset allocation and asset/liability modeling studies Participate as a member of the team that works together effectively in delivering services to clients Support the execution of large-scale engagements Establish a trusted advisor role with clients and provide consistent, superior relationship management Producing work in accordance with Professional Excellence requirements
Complete project deliverables through effective resource utilization
Partner with internal lines of business to assist in better addressing the client’s need and objectives Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities
Qualifications
The Requirements
Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management) Strong client focus and a record of supporting the management of client relationships Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred Understanding of investment management organizations and their role in client solutions Excellent oral and written communication skills and ability to liaise with internal and external constituencies Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels Willingness to mentor junior colleagues to assist in developing our talent pool Moderate travel required
Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.
This job posting is an advertisement for an existing vacancy.
Equal Opportunity Employer
Full job record
| Job ID | 445751394eceacfbab284b6c239b72d34542b47a |
| Org ID | fb7be193-7b81-4a79-b4eb-d716831a6298 |
| Source ID | e7d5a5b4-600a-48ec-99bc-2d32732502c6 |
| Board ID | e7d5a5b4-600a-48ec-99bc-2d32732502c6 |
| Provider | oracle_hcm |
| Provider Job Key | 202603244 |
| Title | Investment Client Consultant |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Montreal, QC, Canada; CA Toronto - 130 King Street West, Toronto, TORONTO, CA |
| Department | Investment Consulting |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | Canada |
| Region | QC |
| City | Montreal |
| Salary Raw | Description Summary of Role As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate). Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services Participate in providing a wide range of services to pension investment committees Assist with asset allocation and asset/liability modeling studies Participate as a member of the team that works together effectively in delivering services to clients Support the execution of large-scale engagements Establish a trusted advisor role with clients and provide consistent, superior relationship management Producing work in accordance with Professional Excellence requirements Complete project deliverables through effective resource utilization Partner with internal lines of business to assist in better addressing the client’s need and objectives Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities Qualifications The Requirements Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management) Strong client focus and a record of supporting the management of client relationships Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred Understanding of investment management organizations and their role in client solutions Excellent oral and written communication skills and ability to liaise with internal and external constituencies Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels Willingness to mentor junior colleagues to assist in developing our talent pool Moderate travel required Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel. This job posting is an advertisement for an existing vacancy. Equal Opportunity Employer |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202603244 |
| Apply URL | https://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202603244 |
| First Seen At | 2026-05-31 18:09:02Z |
| Last Seen At | 2026-06-06 11:42:41Z |
| Last Checked At | 2026-06-06 11:42:41Z |
| Last Changed At | 2026-06-06 11:42:41Z |
| Inactive At | — |
| Source Posted At | 2026-05-20 18:59:48Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=eedu.fa.em3.oraclecloud.com|CX_1003/date=2026-06-06/2026-06-06T11-42-11-506Z-65b514209292a1e4bde5a61d7c93b81cdcabfcd416ad8cee24b9caf931edd976.json |
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