Toronto, ON, M5R 1A6, CAN
3 days ago
Assistant Portfolio Strategist
**Description** **The Role** As an Assistant Portfolio Strategist and a member of the Portfolio Management Group (PMG), you will support the portfolio strategist in performing strategic asset reviews and maintaining WTW modeling tools. Your primary focus will be on our OCIO clients, for whom you will design strategic asset allocation and de-risking strategies to meet client objectives. This will involve a particular emphasis on Liability-Driven Investments (LDI), using asset liability modelling. Additionally, you will support our advisory business by preparing strategic asset allocation and investment management structure recommendations. You will liaise closely with clients, fund managers, actuaries, and other investment colleagues, taking responsibility for managing and delivering investment strategy assignments, supported by other consultants and investment analysts as appropriate. You will also build customized portfolio simulations and asset allocation models and support the training and career development of junior team members. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **Performance Objectives:** **Clients** + Develop and deliver superior, consistent advice and solutions for clients: + Collaborate as a key member of Portfolio Management Group, working with colleagues specializing in portfolio management, operations, client service, and actuarial consulting + Ensure the progress against established objectives, timeline, budgets, deliverables, and quality standards + Engage with colleagues from other practices and regions on assignments that reflect the client’s broader business issues **Excellence** + Contribute to the development and deployment of first-class solutions in relation to the design, implementation and monitoring of investment strategies based on the Total Portfolio Approach and liability driven investing techniques, including the use of derivative instruments + Conduct technical review of work performed by junior team members + Participate in special projects as needed + Contribute to the development of new tools and approaches **Financial** + Manage quality of processes and deliverables in an efficient manner + Support the generation of new business as part of the broader team **People** + Serve as mentor to junior team members who don’t have an actuarial background + Demonstrate natural ease and effectiveness when dealing with clients and colleagues at all levels This is a hybrid role, with the expectation of being present in the office at least two days each week. **Qualifications** **The Requirements** **Actuarial** + Undergraduate degree in Actuarial Science with ASA or FSA designation + Minimum of 5 years of experience in the pension actuarial consulting industry + Knowledge and experience in defined benefit pension plan funding and accounting in Canada **Investment** + Good overall knowledge and understanding of investment industry and financial markets + CIM/CFA designation or have started the exam process is considered an asset **Other** + Experience managing multiple projects and producing high-quality deliverables on time + Enquiring and analytically minded with a logical and thorough work ethic + Bilingual (English and French) is considered an asset **Equal Opportunity Employer**
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