Lead Associate, Listed Equities

Lead Associate Listed Equities Team

We currently have a unique opportunity for a Lead Associate to join our Listed Equities team. The role is based in Chicago or New York. Key responsibilities include :

• Collaborate with the team to enhance our systematic equity investing insights : work closely with colleagues globally to advance our collective understanding of systematic equity investing, encompassing manager assessment, portfolio construction, and strategy design.
• Insight Generation : Analyze and interpret quantitative and qualitative data, providing regular updates and valuable insights on strategy performance and market trends.
• Manager Evaluation : Collaboratively assess fund managers competitive advantages, team structures, and investment processes to help identify top performers.
• Project Collaboration : Participate in and support multiple research initiatives, partnering with global team members to enrich our intellectual capital and deepen market expertise.
• Collaborate with our Portfolio Managers to share the best market practices and new insights to improve current and future strategy offerings.
• Communication : Clearly document and share findings, both formally and informally, to support informed decision-making throughout the team.

In the future, this role offers the potential to take on greater leadership responsibilities by assuming ownership of our systematic equity investment framework, specifically in manager research for quantitative strategies. As you gain experience and demonstrate expertise, you could play a pivotal role in guiding the teams approach to evaluating and implementing quantitative investment managers, helping to define best practices and drive innovation within the framework.

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

The Requirements

Bachelors degree required (finance, economics, statistics, math, physics, chemistry, or biology preferred). 45 years of experience researching quantitative asset managers and their investment strategies, either on sell-side or buy-side or as manager researcher within an advisory or OCIO fiduciary. Strong analytical mindset, creative problem-solving skills, and openness to new perspectives. Experience using, or demonstrated commitment to learning, coding languages (R, python, SQL or similar) for data analysis is preferred. Deep curiosity about financial markets and a drive to stay ahead of industry developments. Proven ability to communicate complex ideas clearly and collaborate as part of a high-performing team, consistently demonstrating intellectual rigor and strong technical expertise while fostering a supportive and collegial working environment. As an important member of our research team, you will have the opportunity to work in close collaboration with your colleagues globally, contribute to our intellectual capital, grow into a subject-matter expert, and remain engaged in financial market developments.

We are seeking someone eager to make a meaningful impact on a global scale, actively contributing to our investment capabilities and driving innovative projects, with the potential to evolve into a leadership role as experience and expertise grow.

Why Join Us?

Unique opportunity to lead and innovate. Unparalleled access to the best systematic investment teams globally to shape expertise and market trends. Collaborate with top investment professionals globally. Grow into a recognized subject-matter expert in quantitative equity strategies. Stay engaged with the latest market developments and shape the future of our investment approach.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state / local pay transparency legislation. The base salary compensation range being offered for this role is $95,000 to $130,000 USD per year. The role is also eligible for an annual short-term incentive bonus. WTW provides a competitive benefit package which includes the following (eligibility requirements apply) : Health and welfare benefits, leave benefits, retirement benefits. 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.