Investment Consultant recruitment

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.

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.

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