Investment Client Consultant at WTW | Ontario | Rezi

Investment Client Consultant at WTW

Investment Client Consultant

WTW · Ontario

2 weeks ago

Investment Client Consultant

WTW · Ontario

19 days ago
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About the Role

As a Senior Associate on the Client Consulting team, you will lead and coordinate consulting efforts, providing expert advice on investment services for Defined Benefit and Defined Contribution plans. This role involves managing client relationships and collaborating with various stakeholders.

Responsibilities

  • 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 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 large-scale engagements.
  • 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 need and objectives.
  • Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities.

Requirements

  • Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Skills

  • 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
  • Global research services
  • Asset allocation
  • Asset/liability modeling
  • Relationship management

Experience Level

  • Senior Associate