Investment Consultant - Insurance Specialty

Profile

In the role of Investment Consultant – Insurance Specialty, you will work closely with a Director in providing a variety of high quality services to clients with a focus on insurance clients. 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 analysts as appropriate). You will also have involvement with technical working parties and support the provision of training to junior team members.

Responsibilities:

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 statements of work, project plans and budgets involving multiple workflow streams and client teams

• Serve as the day to day project lead, ensuring the progress of the team against established objectives, budgets, timeline, deliverables and quality standards

• Serve as primary, daily contact to clients on delivery of services

• 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 board of directors, trustees, investment sub-committees and corporate leadership

Excellence

• Support Directors in the provision of first class advice in relation to the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments

• Directly contribute to clients’ success through applying your technical expertise

• Participate in special projects as needed

• Contribute to the development of new tools and approaches

Financial:

• Support the generation of new business as part of the broader team

• Participate in new business opportunities and enhance existing relationships

People:

• Build relationships internally and collaborate effectively on cross-functional teams

• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

• Serve as mentor to project team associates

Requirements:

• Undergraduate degree along with progress towards relevant professional qualifications such as CFA or equivalent

• Five or more years of progressive investment experience in insurance, and/or fixed income, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)

• Experience assisting insurance companies in risk appetite articulation, reviews and calibration of market risk elements of insurers’ internal models, rating agency support and other advice, preferred

• Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy)

• Commanding knowledge and commercial awareness of financial markets and institutional investing

• Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget

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

• Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action

• Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels

• Enquiring and analytically minded with a logical and thorough work ethic

• Track record of mentoring junior colleagues to deliver high quality

The Company:****

Willis Towers Watson is an equal opportunity employer:

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

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