Senior Consultant

LifeWorks, Inc. • $90K — $120K *
Calgary, AB T1Y 7M8In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field.
  • Approximately 10 years of experience in investment consulting or related institutional investment roles.
  • Solid understanding of institutional investment portfolios and performance measurement.
  • Progress toward a CFA designation is advantageous.
  • Experience with pension plans or fiduciary arrangements preferred.

Responsibilities

  • Support client relationships through meeting preparations and follow-ups.
  • Participate in client meetings and present analyses alongside senior team members.
  • Conduct thorough investment performance and risk analysis.
  • Assist in investment research and manager monitoring.
  • Draft concise client reports and tailored presentations.
  • Review Analysts' work for accuracy and relevance.
  • Manage workstreams for client engagements and coordinate with consulting teams.

Benefits

  • Formal training and development opportunities.
  • Collaborative work environment with mentoring from senior colleagues.
  • Involvement in thought leadership and process improvement efforts.
  • Access to internal and external resources for continued learning.
Full Job Description
The Senior Consultant plays a key role in delivering high quality investment consulting services to institutional clients, including pension plans, endowments, and other fiduciaries. Working closely with Principals and Partners, as well as junior Analysts, the Senior Consultant supports client relationships, contributes to investment analysis and recommendations, and takes increasing ownership of client deliverables and projects.

This role is suited to a professional with strong analytical capability, sound investment knowledge, and demonstrated experience working with institutional investment programs who is ready to deepen their consulting expertise and client exposure.

Role Overview

The Senior Consultant plays a key role in delivering high-quality investment consulting services to institutional clients, including pension plans, endowments, and other fiduciaries. Working closely with Principals and Partners, as well as junior Analysts, the Senior Consultant supports client relationships, contributes to investment analysis and recommendations, and takes increasing ownership of client deliverables and projects.

This role is suited to a professional with strong analytical capability, sound investment knowledge, and demonstrated experience working with institutional investment programs who is ready to deepen their consulting expertise and client exposure.

Key Responsibilities
  • Support ongoing client relationships by contributing to meeting preparation, materials, and follow-up
  • Participate in client meetings and, over time, present analysis and recommendations alongside senior team members
  • Conduct investment performance analysis, risk analysis, and peer benchmarking across asset classes, investment policy reviews, asset allocation studies, and portfolio structure analysis
  • Participate in investment research, assisting with investment manager searches, ongoing monitoring, including qualitative and quantitative assessments, documentation, and maintenance of internal databases
  • Draft clear, concise client reports and presentations tailored to audience sophistication
  • Review work prepared by Analysts for accuracy, consistency, and relevance
  • Manage assigned workstreams within client engagements and special projects
  • Coordinate with colleagues across investment consulting, actuarial, and broader consulting teams when applicable
  • Continue developing investment and consulting expertise through formal training and practical experience
  • Stay current on capital markets, manager trends, governance practices, and regulatory considerations
  • Contribute to internal initiatives, thought leadership, and process improvement efforts

Qualifications & Experience
  • Bachelor's degree in Finance, Business, Economics, Mathematics, Statistics, Actuarial Science, or related field
  • Typically ~10 years of experience in investment consulting, asset management, pension consulting, or a related institutional investment role
  • Solid understanding of institutional investment portfolios, asset classes, and performance measurement
  • Progress toward, or completion of, a professional designation such as CFA is an asset
  • Experience working with pension plans, endowments, or fiduciary investment arrangements is an asset

Skills & Competencies
  • Strong analytical and problem-solving skills with attention to detail
  • Ability to synthesize complex investment information into clear, decision-useful insights
  • Professional communication skills - written and verbal - with developing confidence presenting to clients
  • Strong organizational skills and ability to manage multiple priorities effectively
  • Collaborative mindset with a willingness to learn and mentor junior colleagues


About LifeWorks, Inc.

LifeWorks, Inc. Careers

Joining LifeWorks, Inc. presents an unparalleled opportunity to become part of a leading team dedicated to professional growth and innovation in the industry. LifeWorks, Inc. is renowned for its commitment to excellence and a culture that fosters diversity and leadership.

Explore Job Opportunities

LifeWorks, Inc. offers a variety of job opportunities that cater to a range of skills and professional interests. Whether seeking an entry-level position or a more senior role, LifeWorks, Inc. provides a platform for career advancement and personal development.

Internship Programs

Embark on a professional journey with LifeWorks, Inc. through its dynamic internship programs. These opportunities allow individuals to gain hands-on experience, enhance their resumes, and develop essential skills in a real-world setting. Internships at LifeWorks, Inc. are a stepping stone to full-time employment and a flourishing career.

Professional Growth and Benefits

LifeWorks, Inc. is dedicated to the professional growth of its team members, offering extensive training and development programs. Employees enjoy comprehensive benefits that support both their professional and personal lives, ensuring a well-rounded employment experience.

Inclusive Culture and Diversity

The company prides itself on a workplace culture rooted in diversity and inclusion. LifeWorks, Inc. believes that a diverse team inspires innovation and enhances problem-solving capabilities. Through diversity training and inclusive hiring practices, LifeWorks, Inc. ensures that all team members have the opportunity to contribute and succeed.

Networking and Leadership Development

LifeWorks, Inc. encourages its employees to engage in networking and leadership development activities. These initiatives are designed to build strong professional networks and develop the leadership skills necessary for career advancement within the company.

Innovation at LifeWorks, Inc.

At the forefront of innovation, LifeWorks, Inc. continually seeks to implement cutting-edge solutions and services. The team at LifeWorks, Inc. is composed of dedicated professionals who bring creativity and expertise to every project, driving the company's success in a competitive market.

Hiring Process

The hiring process at LifeWorks, Inc. is designed to identify and attract top talent. Candidates undergo a thorough interview process that assesses their skills, cultural fit, and potential for growth within the company. LifeWorks, Inc. values transparency and communication, ensuring that all applicants receive timely updates and feedback.

Career Opportunities Await

LifeWorks, Inc. is actively hiring and looking for motivated individuals who are ready to take their careers to the next level. Explore the open positions and find where your skills and passions align with the needs of LifeWorks, Inc.

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LifeWorks, Inc. is not just a company; it's a place where careers are nurtured, and futures are built. Join the team and be part of a community that values hard work, creativity, and a commitment to excellence.
Learn more about LifeWorks, Inc.
Industry
Healthcare
* Ladders Estimates

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