Investment Consultant - Toronto, Canada - WTW

WTW

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

As a Senior Associate on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans

These services include:

setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.

You will liaise closely with senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).

The Role

Lead and colead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
Participate in providing a wide range of services to pension investment committees
Assist with asset allocation and asset/liability modeling studies
Participate as a member of the team that works together effectively in delivering services to clients
Support the execution of largescale engagements
Establish a trusted advisor role with clients and provide consistent, superior relationship management
Producing work in accordance with Professional Excellence requirements
Complete project deliverables through effective resource utilization
Partner with internal lines of business to assist in better addressing the client's need and objectives
Provide constructive feedback to junior associates, assist in the development of those associates' skills and capabilities

The Requirements

Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
Five or more years of progressive investment experience, ideally gained in a clientservice oriented environment (consulting, investment management or portfolio management)
Exceptional client focus and a record of supporting the management of client relationships
Technical skills related to asset / liabilitybased investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred
Understanding of investment management organizations and their role in client solutions
Excellent oral and written communication skills and ability to liaise with internal and external constituencies
Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
Willingness to mentor junior colleagues to assist in developing our talent pool
Moderate travel required