Investment Associate

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 build toward taking 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 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 a minimum of 2-3 days in office. Employment-based visa sponsorship is not available for this position.

Responsibilities may include:

Client Relationships and Delivery

• Support Senior Consultants and broader client teams to help deliver 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 of colleague development. 

Responsibilities

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Qualifications

Qualifications

• Bachelor's degree required.
• Approximately 4+ years of investment-related experience in investment consulting, financial services, or another related analytical or client-focused investment environment.
• Intellectually curious and the desire for a career in investments. 
• Demonstrate professionalism and sound judgement when working with clients and colleagues at all levels.
• Strong organizational, communication, and problem-solving skills, with the ability to manage multiple priorities and deliver high-quality work.
• Progress toward the CFA designation is preferred but not required. Candidates will be encouraged and supported to register for the CFA Level I exam within their first year of employment, if not already pursuing the designation.

A Note to Candidates
We recognize that no candidate is likely to meet every qualification listed above. If this role excites you and your experience aligns with many of the skills and responsibilities described, we encourage you to apply. We value diverse perspectives, experiences, and career paths. We are committed to building an inclusive team where everyone can thrive.
 

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.

Compensation and Benefits 

Benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation 

The salary compensation range being offered for this role is $90,000.00 to $105,000.00 USD. 

This role is also eligible for an annual short-term incentive bonus. 

Company Benefits:

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

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans

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