Senior Associate, Investment Consulting

Senior Associate, Investment Consulting Atlanta, Georgia, United States. Chicago, Illinois, United States. New York, United States. Pittsburgh, Pennsylvania, United States Senior Associate, Investment Consulting 202601145 Chicago, Illinois, United States New York, United States Pittsburgh, Pennsylvania, United States Atlanta, Georgia, United States Show More Show Less Full time Add to favourites View favourites Description As a member of dedicated client teams, you will operate in a hybrid client‑facing role, supporting Senior Consultants in delivering high‑quality investment services to clients while taking lead responsibility for a few client relationships.

These services include:

strategic 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 clients, fund managers, and other areas of the firm and take responsibility for the day‑to‑day management of client relationships (supported by other consultants and investment analysts, as appropriate). You will also have involvement with technical working parties and support the provision of training to junior team members. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Responsibilities:

Clients

• Serve as the lead consultant for certain client relationships, responsible for day‑to‑day client engagement and service delivery
• Develop a trusted advisor relationship with client contacts through effective communication and efficient, high-quality execution of projects
• Manage client expectations and raise appropriate issues to Senior Consultants and Lead Relationships Managers
• Deliver superior, consistent project management for assigned clients:
• Draft statements of work and project plans involving multiple workflow streams and client teams
• Serve as the day to day project lead, ensuring progress against established objectives, budgets, timeline, deliverables and quality standards
• Serve as the primary, daily contact for assigned client relationships, ensuring a consistent and high‑quality client experience
• Interface with colleagues from other practices and regions on assignments that reflect the clients' broader business issues
• Provide a wide range of services to trustees, investment sub-committees and corporate sponsors Excellence
• Contribute to the delivery of high‑quality investment advice, partnering with Senior Consultants on the design, implementation, and monitoring of investment strategies
• Perform technical checks of work
• Directly contribute to clients' success through applying your technical expertise
• Participate in special projects as needed
• Contribute to the development and enhancements of new tools, approaches and best practices Financial
• Demonstrate commercial awareness by supporting effective scoping, resourcing, and delivery of client work
• Support the generation of new business as part of the broader team
• Contribute to the growth and retention of client relationships through high‑quality delivery and responsiveness People
• Build relationships internally and collaborate effectively on cross-functional teams
• Demonstrate natural ease and effectiveness when dealing with clients and colleagues at all levels
• Support the development of junior colleagues through mentorship, feedback, and coaching Qualifications Requirements
• Undergraduate degree required
• Progress toward the CFA designation; the successful candidate will be encouraged to register for the CFA Level I exam within the first year of employment.
• Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
• Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy)
• Commanding knowledge and commercial awareness of financial markets and institutional investing
• Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget
• Strong oral and written communication skills and ability to liaise with internal and external constituencies
• Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
• Team‑oriented approach, with the ability to collaborate, challenge constructively, and influence others internally and externally at all levels
• Inquiring and analytically minded, with a logical and thorough work ethic
• Track record of mentoring junior colleagues to deliver high quality This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Compensation and Benefits Benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The salary compensation range being offered for this role is $90,000.00 to $120,000.00. This role is also eligible for an annual short-term incentive bonus.

Company Benefits:

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits:

Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits:

Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave),

Paid Time Off Retirement Benefits:

Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. EOE, including disability/vets Apply Now First Name (required) 516fbf49 Last Name (required) 0012ed99 Email (required) 3f7471f2 WTW will use your skills and experience information to match against WTW jobs and will contact you to discuss your experience, interests and potential matches to WTW vacancies. Do you consent for WTW to process your information for this purpose? (required) c6732b94 Apply Please wait... Done Not You? I confirm that I have read the Data Protection Policy and understand how my personal data will be used and stored. I grant permission to WTW to use the personal data that I submit for the purposes described. Thank you Other People Viewed Senior Analyst-Carrier Relationship Manager Beijing, China. Shanghai, China

CN CNYA SHA1 155219

Financial Actuarial Analyst# Mexico City, Mexico

MX 4005 MEX3 177131

Ejecutivo Sr. Operativo y Servicio# Mexico City, Mexico

MX MXLF MEX3 177112

Reinsurance Broker Sr. Mexico City, Mexico

MX MXLG MEX1 155855

Share Share Apply Now First Name (required) cc932eb2 Last Name (required) f3dd2846 Email (required) 1f0d75b6 WTW will use your skills and experience information to match against WTW jobs and will contact you to discuss your experience, interests and potential matches to WTW vacancies. Do you consent for WTW to process your information for this purpose? (required) 69906820 Apply Please wait... Done Not You? I confirm that I have read the Data Protection Policy and understand how my personal data will be used and stored. I grant permission to WTW to use the personal data that I submit for the purposes described. Thank you Unsolicited Contact Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com . Our Offices Our colleagues serve more than 140 countries and markets around the world. This gives a global dimension to everything we do and creates lots of exciting opportunities for you to collaborate and grow. Explore the map below to see where you career could take you.