Investment Consultant

3 weeks ago


Montreal, Canada WTW Full time

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 of 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 not-for-profit Support asset allocation and asset / liability modeling studies, conveying to clients the role of different asset classes and interpreting risk-return tradeoffs Assisting clients lead in 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 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 needs and objectives Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities #J-18808-Ljbffr


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