Investment Consultant (Malaysia) recruitment
The Company
Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, financial and risk management. With 14,000 associates around the world we offer solutions in the areas of employee benefit programs, talent and reward programs, and risk and capital management.
The Business
As companies struggle to improve business performance, they increasingly expect risk management to support broader financial objectives. Towers Watson understands the crucial link between risk and capital, whether you are an insurer concerned about capital management, a CFO focused on risk management or an investment committee seeking to balance risk and return. As a leading investment consultant, we help organizations manage investment complexity, establish risk tolerance and improve governance.
The Role
As a member of dedicated client teams, you will work closely with the lead consultant in providing a variety of high quality services to clients. 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.
Performance Objectives:
Clients
- Deliver superior, consistent project management for assigned clients:
- Draft statements of work, project plans and budgets involving multiple workflow streams and client teams
- Serve as the day to day project lead, ensuring the progress of the team against established objectives, budgets, timeline, deliverables and quality standards
- Serve as primary, daily contact to clients on delivery of services
- Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
- Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationships Managers
- Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
- Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
Excellence
- Support Senior Consultants in the provision of first class advice in relation to the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments
- Perform technical check of work
- Directly contribute to clients’ success through applying your technical expertise
- Participate in special projects as needed
- Contribute to the development of new tools and approaches
Financial
- Meet revenue and billable hour goals as described by manager
- Support the generation of new business as part of the broader team
- Develop new business opportunities and enhance existing relationships
People
- Build relationships internally and collaborate effectively on cross-functional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Serve as mentor to project team associates
The Requirements
- Undergraduate degree along with progress towards relevant professional qualifications such as CFA, FIA or equivalent
- 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 player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally externally at all levels
- Enquiring and analytically minded with a logical and thorough work ethic
- Track record of mentoring junior colleagues to deliver high quality work
- Strong working knowledge of Excel and databases
How to join us
All applications must be submitted online at our careers website. Please visit www.towerswatson.com/careers and search for Job ID: 10434 to apply. Kindly complete the online application form and submit a copy of your CV and covering letter setting out on why you’d like to join Towers Watson.