Investment Lead Associate

Client Relationship Manager

As a member of dedicated client teams, you will work closely with the lead consultant in providing a variety of high-quality services to defined contribution and defined benefit plan sponsor clients and their various sub committees. 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.

The Role

Clients

• 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
• Deliver superior, consistent project management for assigned clients
• Draft client deliverables including investment and plan performance reports, capital markets updates, manager recommendations, plan and fee benchmarking, and legislative, judicial, and regulatory briefs
• Attend regular client investment committee meetings and support the senior consultants in the delivery of WTW's investment consulting services
• Serve as the day-to-day project lead, ensuring the progress of the team against established objectives, budgets, timeline, deliverables and quality standards
• 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

Financial

People

Note that visa employment-based non-immigrant visa sponsorship and / or assistance is not offered for this specific job opportunity.

Qualifications

The Requirements

Company Benefits

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

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

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.