SUMMARY STATEMENT
The Study
NMG conducts an annual Global Asset Management Study (now in its 12th cycle), across 19 countries in North America, EMEA, and Asia Pacific. The study focuses on investment preferences, placement factors, and the views of asset managers. As an example, please click here to view a previous year’s interactive report which highlights asset allocation patterns and global and regional manager rankings for institutional and retail investors.
The Opportunity
We now have a part-time opportunity for an Independent Consultant to work with NMG on our Global Asset Management Study in Canada. This program requires executive-style interviews to be undertaken with key decision makers who are involved in investment strategy and fund selection. The interview cycle is during August to December and potentially on an annual basis thereafter. This position will suit a highly experienced and self-motivated individual who possesses a strong understanding of asset management in Canada. This is a rare opportunity to be involved in a progressive consulting engagement in asset management on a flexible working basis.
KEY RESPONSIBILITIES
Success in this role will see the following achieved:
- Conduct 10 or more interviews with decision makers who influence investment decisions, including fund manager liaison and selection, in wholesale asset management in Canada (e.g. retail or private banks, discretionary asset managers, life insurers, fund platforms, fund research houses, multi-managers and independent financial advisors)
- Utilize your network to identify executives appropriate to participate in the study
- Support NMG’s strategy and insights consulting practice in understanding the key themes and insights from the research study and sharing findings back with participants
YOUR EXPERIENCE
The successful candidate for this role will most likely be retired or semi-retired but still seeking to remain in contact with the asset management industry.
They would ideally demonstrate these abilities:
- 10+ years of experience in the asset management industry with an existing network within the Canada wholesale/retail asset management industry
- Ability to form relationships and gauge the thinking of key decision makers
- Strong interpersonal and communication skills, both written and verbal
- Ability to work effectively with a global team of consultants
- Excellent attention to detail and high-quality standards
It is envisioned that this role will be performed on a contract basis, over several days per week for a period of 3 to 4 months, with the potential to contribute on an annual basis.
ABOUT NMG
The NMG Group is a global advisory and intermediary firm focused exclusively on the financial services sector. Established in 1992, NMG has enjoyed rapid expansion internationally and now has over 800 employees in 18 cities worldwide. Our guiding principle is to always ‘Find a Better Way’.
At NMG Consulting we focus exclusively on the Insurance, Reinsurance, Wealth Management and Asset Management Industries. Our advisory model uniquely integrates Consulting, Insights and Analytics. Located globally, we are a diverse team of talented and experienced individuals, partnering with industry leaders to provide deep and powerful insights and knowledge.
We are constantly evolving and the range of work that we do rapidly challenges and expands our peoples’ knowledge. Our team-based structures encourage participation from all experience levels – everyone is encouraged to contribute, regardless of their role. We advocate hearing different points of view, collaboration and constructive debate.
NMG’s Global Insights team specialize in delivering proprietary studies that provide intellectual property to help clients better understand the external market, drivers of success and their competitive positioning. Many of these studies are based on structured executive style interviews with key decision makers within institutional and retail segments.
Our clients are primarily large and/or global asset managers, insurers, and reinsurers. Our combined capabilities deliver an unparalleled depth of insight to support strategic decision-making capabilities at all levels.
