This job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Description

Summary of Role

As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: 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 senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).

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

The Role

Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services

Participate in providing a wide range of services to pension investment committees

Assist with asset allocation and asset/liability modeling studies

Participate as a member of the team that works together effectively in delivering services to clients

Support the execution of large-scale engagements

Establish a trusted advisor role with clients and provide consistent, superior relationship management





Producing work in accordance with Skilled Excellence requirements

Complete project deliverables through effective resource utilization

Partner with internal lines of business to assist in better addressing the client’s need and objectives

Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities

Qualifications

The Requirements

Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred

Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)

Strong client focus and a record of supporting the management of client relationships

Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred

Understanding of investment management organizations and their role in client solutions

Excellent oral and written communication skills and ability to liaise with internal and external constituencies

Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels

Willingness to mentor junior colleagues to assist in developing our talent pool

Moderate travel required

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer

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📌 Investment Client Consultant (Quebec City)
🏢 WTW
📍 Quebec City