Investment Consultant

3 weeks ago

Toronto, Canada WTW Full time

Join to apply for the Investment Consultant role at WTW. 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 and other institutional asset pools. These services include setting investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, statements of investment policy and procedures, 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 co‑lead investment consulting client engagements, ensuring quality of work and timely delivery of advice and services Participate in providing a wide range of services to client committees, including defined benefit and defined contribution pension plans, endowments & foundations and other non‑for‑profit entities Support asset allocation and asset/liability modeling studies, conveying to clients the role of different asset classes and interpreting risk‑return tradeoffs Assist clients in the analysis and selection of investment managers for various kinds of investment pools Conduct investment analysis and investment structure reviews Participate as a member of the team that works together effectively in delivering services to clients Support the execution of large‑scale engagements, acting as project manager Establish a trusted advisor role with clients and provide consistent, superior relationship management Produce 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 needs and objectives Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities Qualifications & Requirements Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are not required but may be preferred At least 5 years of progressive investment experience, ideally gained in a client‑service‑oriented environment (consulting, investment management, or portfolio management) Exceptional client focus and a record of supporting the management of client relationships 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 This role follows a hybrid model, requiring a minimum of 2 days per week in the office At WTW, we trust you to know your work and the people, tools and environment you need to be successful. Our hybrid style offers a mix of remote, in‑person and in‑office interactions depending on the needs of the team, role and clients. We encourage flexible working and location‑based arrangements; please speak to your recruiter to discuss options. Equal Opportunity Employer #J-18808-Ljbffr

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