Convyta Partners
Consultant, Investment Consulting Practice
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Convyta Partners
Convyta Partners delivers high-quality administration and advisory services tailored to the needs of pension & benefits plans, endowments, foundations, Indigenous Trusts, and other investment entities across Canada. Our Investment Consulting Practice provides investment strategy, manager research, and governance advice to institutional asset owners across Canada.
We work closely with the trustees, committees, boards, and other key decision-makers of long-term institutional asset owners, delivering practical, high-quality advice tailored to their unique needs.
Our team brings together a range of investment professionals serving institutional clients across Canada, focused on helping them meet their long-term investment objectives.
Convyta Partners is seeking an experienced investment professional to join our Investment Consulting Practice as a full-time Consultant, supporting our growing presence in the Prairies and other regions. This role includes supporting client relationships, contributing to investment projects, and helping grow our regional client base.
Location: Prairies or Territories (Remote/Hybrid)
Responsibilities
- Support key client relationships in the Prairies, Ontario, and Northern Canada
- Participate in virtual and in-person client meetings and presentations (some travel required)
- Contribute to investment consulting projects and help ensure delivery of high-quality, timely advice
- Assist in the preparation and review of client reports and presentations, including investment manager searches, asset mix analysis, and performance monitoring reports
- Contribute to the growth of our client base and services in the region
- Collaborate with colleagues across the firm and leverage internal resources effectively
- Stay current on industry developments, investment trends, and regulatory changes
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Competencies And Skills
Work Experience:
- 6 to 10 years of experience in investment consulting, institutional asset management, or a related field
- Direct experience working with institutional investors, such as pension plans, endowments, foundations, and Indigenous Trusts
- Undergraduate degree in a relevant discipline
- CFA charterholder or working towards the CFA charter
Knowledge, Skills and Abilities:
- Strong knowledge of institutional investing, governance frameworks, and investment decision-making processes
- Ability to communicate complex ideas clearly, respond promptly and effectively to client needs, and build strong relationships
- Proven project management skills, with the ability to manage multiple priorities and meet deadlines
- Commitment to accountability, professionalism, and high-quality work
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What We Offer
- Competitive compensation package
- Bonus program that rewards performance and contributions to the company's success
- Flexible work arrangement
- The opportunity to grow a regionally focused practice within a national firm
- A broad client base and exposure to diverse institutional investors and asset owners
- A collaborative and entrepreneurial culture with access to experienced consultants and firm leadership
- Support for continued professional development
- Focus on work-life balance and career satisfaction
Candidates must be legally eligible to work in Canada.
Convyta offers continuous growth and supports employees' personal and professional development.
We thank everyone for their interest in this role at Convyta. Only the most suitable candidates will be contacted.
Interested applicants should provide a cover letter and resume in PDF form to hr@convyta.com, referencing only "Investment Consultant Position" in the subject line.
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