Role Summary
The AVP - Investment Consulting will lead a senior institutional investment consulting capability serving insurance, pension and retirement clients. The role is accountable for delivering high-quality investment advisory solutions across strategic asset allocation, asset liability modelling, manager research, portfolio construction, investment governance, performance analytics, risk oversight and market insights. The role requires a seasoned consulting leader who can manage senior stakeholders, grow client relationships, lead large teams and build scalable delivery standards across global or multi-location operations.
Role Title
Assistant Vice President (AVP) - Investment Consulting
Experience
15-20 years in investment consulting, institutional advisory, pensions, retirement, insurance investments, asset management or related financial services
Key Responsibilities
- Lead investment consulting engagements for insurance, pension, retirement and institutional clients.
- Advise clients on strategic asset allocation, portfolio construction and investment strategy.
- Lead Asset Liability Modelling (ALM), Liability Driven Investing (LDI) and balance sheet optimization initiatives.
- Oversee fund manager research, manager selection, operational due diligence and ongoing monitoring.
- Provide investment governance, fiduciary oversight and Investment Policy Statement (IPS) recommendations.
- Deliver portfolio performance measurement, attribution analysis and risk analytics across asset classes.
- Provide market insights, macroeconomic perspectives and investment recommendations to senior stakeholders.
- Partner with actuarial, risk, analytics and investment teams to deliver integrated client solutions.
- Build and manage senior client relationships, investment committees and executive stakeholders.
- Lead, mentor and develop large global teams, capability building and operational excellence.
- Drive process standardization, automation, and continuous improvement across consulting operations including use of AI.
- Support business development through client acquisition, proposal development, RFP / tender responses, and cross-sell opportunities.
- Contribute to thought leadership, market research and development of innovative investment solutions.
- Ensure adherence to regulatory, fiduciary, risk management and governance requirements.
- Manage strategic initiatives, resource planning, and delivery of business growth objectives.
Required Qualifications & Experience
Area
Requirement
Experience
15-20 years of relevant experience in investment consulting, institutional advisory, pension/retirement consulting, insurance investments, asset management, OCIO/fiduciary management, portfolio management or capital markets.
Education
Master's degree or equivalent in Finance, Economics, Business Administration, Mathematics, Statistics, Actuarial Science, Engineering or a related quantitative/business discipline. Bachelor's degree with exceptional relevant experience may be considered.
Certifications
CFA strongly preferred. CAIA, FRM, FIA/FSA/actuarial credentials, MBA or other relevant investment/risk qualifications are advantageous.
Domain expertise
Deep understanding of capital markets, ALM/LDI, asset allocation, manager research, portfolio construction, performance measurement, risk analytics, pension funding, retirement plan governance and insurance investment considerations.
Leadership
Demonstrated experience leading large teams, senior managers and specialist functions, including capability building, performance management, talent development, capacity planning and operating model transformation.
Client impact
Proven ability to manage senior institutional client relationships, present to boards/investment committees, resolve complex issues and translate technical analysis into actionable recommendations.
Commercial orientation
Experience supporting business development, RFPs, proposal creation, client presentations, relationship expansion and thought leadership.
Technical tools
Advanced proficiency in Excel and PowerPoint required. Familiarity with investment analytics platforms, performance systems, ALM tools, Power BI, VBA, Python, SQL or automation tools is beneficial.
Preferred Experience
- Experience advising insurance companies, pension funds, defined benefit and defined contribution plans, retirement plan sponsors, fiduciary/OCIO mandates or large institutional asset owners.
- Exposure to global investment markets and multi-asset portfolios, including fixed income, credit, equities, private markets, real assets, hedge funds and liability-aware strategies.
- Experience working with actuarial teams on pension funding, ALM studies, insurance capital, risk transfer, de-risking or annuity/retirement portfolio strategies.
- Experience establishing investment research frameworks, governance standards, manager review committees, quality review mechanisms or centralized consulting delivery models.
- Experience managing P&L, service line growth, large-scale transformation or global capability center operations is desirable.
Indicative Success Measures
- Consistent delivery of high-quality, client-ready investment consulting outputs with strong governance and low rework.
- Effective leadership and scaling of large teams, with improved capability depth, utilization, retention and succession readiness.
- Stronger client relationships, improved stakeholder confidence and measurable contribution to revenue growth or account expansion.
- Robust manager research, ALM, performance reporting and investment governance processes adopted across teams.
- Demonstrable process improvements, automation, standardization and control enhancements across the consulting delivery lifecycle.
