Investment Portfolio Specialist

4 hours ago


Montreal, Quebec, Canada Willis Towers Watson Full time
About the Role

We are seeking a highly skilled Investment Portfolio Specialist to join our team at Willis Towers Watson. As an Investment Analyst, you will work closely with consultants to provide expert advice to clients on a range of investment-related services.

Key Responsibilities
  1. Develop and implement strategic asset allocation plans to meet client objectives.
  2. Conduct thorough research and analysis to identify investment opportunities and risks.
  3. Collaborate with cross-functional teams to deliver high-quality services to clients.
  4. Produce quarterly reports and presentations to clients, highlighting key investment insights and recommendations.
  5. Build strong relationships with clients and colleagues, demonstrating exceptional communication and interpersonal skills.
Requirements
  1. Bachelor's or master's degree in finance, economics, administration, or a related field with a strong quantitative emphasis.
  2. Progress towards relevant professional qualifications, such as CFA or FSA, is highly valued.
  3. 0-2 years of experience in investment analysis or a related field.
  4. Strong analytical and problem-solving skills, with the ability to work independently and manage multiple projects.
  5. Excellent written and verbal communication skills, with proficiency in English and French.
What We Offer

As a valued member of our team, you will have the opportunity to work with a diverse range of clients and projects, developing your skills and expertise in investment analysis and advisory services.

We are an equal opportunity employer and welcome applications from qualified candidates who share our commitment to excellence and customer service.



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