Investment Associate - Investment Consulting

Description

As a member of a dedicated client team, you will help deliver strategic advice and investment solutions to institutional investment clients, such as corporations, retirement plans, and other organizations. This client-facing role provides the opportunity to work directly with sophisticated clients and contribute to investment decision-making.

Working closely with Senior Consultants, investment analysts, and colleagues across WTW, you will coordinate client activities and contribute to the delivery of thoughtful, high-quality investment solutions and an exceptional client experience.

You will have the opportunity to build trusted client relationships, contribute to investment strategy discussions, and take on greater client-facing responsibility over time. Our work helps clients make and monitor investment decisions, from setting investment objectives and strategy to selecting and monitoring managers, reviewing performance, and developing investment communications.

This role offers the opportunity to deepen your investment expertise, develop consulting and client-management skills, and build toward increasing levels of responsibility throughout your career progression.

Note: This is a hybrid role with the expectation of working in the office a minimum of 2–3 days per week. Employment-based visa sponsorship is not available for this position.

Responsibilities

Client Relationships and Delivery

• Support Senior Consultants and broader client teams in delivering high-quality investment consulting services.
• Serve as the primary day-to-day contact for a select number of client relationships, with support from the Senior Consultant and broader client team, ensuring a responsive, consistent, and positive client experience.
• Build trusted relationships with client contacts through effective communication, trusted advice, project management, and reliable execution.
• Coordinate client deliverables and follow-up activities, ensuring commitments are completed accurately and on schedule.

Insights

• Contribute to the development, implementation, and monitoring of client investment strategies and solutions.
• Apply investment and market knowledge to support client outcomes and address complex challenges.
• Review and oversee deliverables to ensure quality, accuracy, and consistency with client objectives.

Team and Collaboration

• Build effective relationships across WTW and collaborate with colleagues, clients, and subject matter experts.
• Contribute to the success of the client team through knowledge sharing, coaching, feedback, mentorship, and support for colleague development.