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Robert Half Finance & Accounting

Marketing Associate (Investment Consulting Services)


0009226938 -1508142

Company Information

Founded in 1948, Robert Half International is the world’s first and largest specialized staffing firm with more than 360 locations worldwide. Robert Half’s specialized staffing divisions include:


  • Accountemps, Robert Half Finance & Accounting and Robert Half Management Resources, for temporary, full-time and project professionals, respectively, in the fields of accounting and finance;
  • OfficeTeam, for full-time, temporary, and temporary-to-full-time opportunities for highly skilled temporary administrative support office management and HR personnel;
  • Robert Half Technology, for full-time and project information technology professionals;
  • Robert Half Legal, for temporary, project and full-time staffing of lawyers, law clerks, paralegals and legal support personnel; and,
  • The Creative Group, for advertising, marketing and web design professionals.


We encourage you to work with us to find out why for more than 15 years, Robert Half once again was named first in our industry on Fortune® magazine’s list of “World's Most Admired Companies.” (March 1, 2017)

For more information, visit or follow us on Twitter @RobertHalf_CAN.

Job Description

Would you like to work for a leading investment counseling firm in the downtown core?


Do you have excellent business writing and communication skills, and can build and improve consultant and client relationships by providing accurate and timely output and exceptional client service?


Our client, a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices is recruiting for a Marketing Associate to join its Institutional Support team. Reporting to the Manager, Institutional Support the Marketing Associate will work closely with the Institutional Client Groups to support their initiatives.


Please note that this is NOT a client facing role.

Key responsibilities involved for the Marketing Associate will include (but not be limited to):


  • Preparing Client Investment Reviews
  • Assisting in the verification and updating of presentation materials used for prospect and client meetings
  • Completing RFP, RFI and DDQ (due diligence Questionnaire) requests
  • Updating and monitoring of various Consultant Databases with timely and accurate information regarding our client’s products
  • Updating monthly characteristic sheets for the various strategies our client is marketing
  • Completing client and consultant questionnaires
  • Maintaining and updating of AUM (assets under management) and product statistics on spreadsheets
  • Monthly maintenance of marketing materials
  • Assisting with the quarterly statement generation process by verifying statement content
  • Additional duties and special projects will be assigned as they arise


About You:


  • 3 or more years of financial industry experience, preferably working for an Asset Manager
  • Have a University degree
  • Have your Canadian Securities Course (CSC)
  • Be enrolled in, or willing to undertake one of the following designations:
  • *Canadian Investment Manager Designation (CIM)
  • *Chartered Financial Analyst (CFA)
  • Be highly organized and detail‐oriented, along with the ability to multitask
  • Have excellent business writing and communication skills
  • Have excellent Microsoft Office skills (Word, Excel, PowerPoint)
  • Be able to work well both individually and as part of a team

**Knowledge of pooled and separately managed accounts considered and asset.

To Apply:


If you are looking for a chance to work with a successful and well-respected privately held company where talents are recognized and rewarded, send your resume today to quoting Marketing Associate / 05090-0009226938 in the heading of your email.


Contact Information

Robert Half Finance & Accounting
Anne Marie Richter
Senior Recruiting Manager
Posting Date: 24-Apr-2017Accounting and Finance Permanent, Full-Time $42,000 - $65,000/yr 1 ASAP
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