Senior Associate, Investment Consulting

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    "Id": "202601145",
    "Title": "Senior Associate, Investment Consulting",
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    "ExternalDescriptionStr": "<p style=\"background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;\"><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">As a member of dedicated client teams, you will operate in a hybrid client</span></span><span style=\"background-color:white;color:black;font-family:&quot;Cambria Math&quot;,serif;\"><span style=\"font-size:10.0pt;\">‑</span></span><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">facing role, supporting Senior Consultants in delivering high</span></span><span style=\"background-color:white;color:black;font-family:&quot;Cambria Math&quot;,serif;\"><span style=\"font-size:10.0pt;\">‑</span></span><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">quality investment services to clients while taking lead responsibility for a few client relationships. 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.</span></span><br><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">You will liaise closely with clients, fund managers, and other areas of the firm and take responsibility for the day</span></span><span style=\"background-color:white;color:black;font-family:&quot;Cambria Math&quot;,serif;\"><span style=\"font-size:10.0pt;\">‑</span></span><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">to</span></span><span style=\"background-color:white;color:black;font-family:&quot;Cambria Math&quot;,serif;\"><span style=\"font-size:10.0pt;\">‑</span></span><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">day management of client relationships (supported by other consultants and investment analysts, as appropriate). You will also have involvement with technical working parties and support the provision of training to junior team members.</span></span></p><p style=\"background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;\"><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity</span></span><span style=\"background-color:white;color:purple;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">.</span></span></p><p style=\"background-color:white;line-height:normal;vertical-align:middle;\"><span style=\"background-color:white;color:purple;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">Responsibilities:</span></span><br><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">Clients</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Serve as the lead consultant for certain client relationships, responsible for day</span></span><span style=\"background-color:white;color:black;font-family:&quot;Cambria Math&quot;,serif;\"><span style=\"font-size:10.0pt;\">‑</span></span><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">to</span></span><span style=\"background-color:white;color:black;font-family:&quot;Cambria Math&quot;,serif;\"><span style=\"font-size:10.0pt;\">‑</span></span><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">day client engagement and service delivery</span></span></p><p style=\"background-color:white;line-height:normal;vertical-align:middle;\"><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Develop a trusted advisor relationship with client contacts through effective communication and efficient, high-quality execution of projects</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Manage client expectations and raise appropriate issues to Senior Consultants and Lead Relationships Managers</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Deliver superior, consistent project management for assigned clients:</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Draft statements of work and project plans involving multiple workflow streams and client teams</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Serve as the day to day project lead, ensuring progress against established objectives, budgets, timeline, deliverables and quality standards</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Serve as the primary, daily contact &nbsp;for assigned client relationships, ensuring a consistent and high</span></span><span style=\"background-color:white;color:black;font-family:&quot;Cambria Math&quot;,serif;\"><span style=\"font-size:10.0pt;\">‑</span></span><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">quality client experience&nbsp;</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Interface with colleagues from other practices and regions on assignments that reflect the clients’ broader business issues</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Provide a wide range of services to trustees, investment sub-committees and corporate sponsors</span></span><br><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">Excellence</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Contribute to the delivery of high</span></span><span style=\"background-color:white;color:black;font-family:&quot;Cambria Math&quot;,serif;\"><span style=\"font-size:10.0pt;\">‑</span></span><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">quality investment advice, partnering with Senior Consultants on the design, implementation, and monitoring of investment strategies</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Perform technical checks of work</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Directly contribute to clients’ success through applying your technical expertise</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Participate in special projects as needed</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Contribute to the development and enhancements of new tools, approaches and best practices</span></span><br><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">Financial</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Demonstrate commercial awareness by supporting effective scoping, resourcing, and delivery of client work</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Support the generation of new business as part of the broader team</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Contribute to the growth and retention of client relationships through high</span></span><span style=\"background-color:white;color:black;font-family:&quot;Cambria Math&quot;,serif;\"><span style=\"font-size:10.0pt;\">‑</span></span><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">quality delivery and responsiveness</span></span><br><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">People</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Build relationships internally and collaborate effectively on cross-functional teams</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Demonstrate natural ease and effectiveness when dealing with clients and colleagues at all levels</span></span><br><span style=\"background-color:white;color:black;font-family:&quot;Arial&quot;,sans-serif;\"><span style=\"font-size:10.0pt;\">• Support the development of junior colleagues through mentorship, feedback, and coaching</span></span></p><p style=\"background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;\">&nbsp;</p>",
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    "ExternalPostedStartDate": "2026-06-01T10:17:53+00:00",
    "ExternalQualificationsStr": "<p style=\"background-color: white; line-height: normal; margin-bottom: 9pt; vertical-align: middle;\"><span style=\"background-color: white; color: rgb(142, 68, 173); font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">Requirements</span></span></p><p style=\"background-color: white; line-height: normal; vertical-align: middle;\"><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Undergraduate degree required</span></span></p><p style=\"background-color: white; line-height: normal; vertical-align: middle;\"><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Progress toward the CFA designation; the successful candidate will be encouraged to register for the CFA Level I exam within the first year of employment.</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy)</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Commanding knowledge and commercial awareness of financial markets and institutional investing</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Strong oral and written communication skills and ability to liaise with internal and external constituencies</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action</span></span><br><span style=\"background-color: white; color: black;\"><span style=\"font-size: 10pt;\">•&nbsp;</span></span><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">Team</span></span><span style=\"background-color: white; color: black; font-family: &quot;Cambria Math&quot;, serif;\"><span style=\"font-size: 10pt;\">‑</span></span><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">oriented approach, with the ability to collaborate, challenge constructively, and&nbsp;influence others internally and externally at all levels</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Inquiring and analytically minded, with a logical and thorough work ethic</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Track record of mentoring junior colleagues to deliver high quality</span></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">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.</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation and Benefits&nbsp;</strong></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">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).</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation&nbsp;</strong></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">The salary compensation range being offered for this role is $90,000.00 to $120,000.00 USD.&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">This role is also eligible for an annual short-term incentive bonus.&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">&nbsp;</span></p><p><strong>Company Benefits:</strong></p><p>WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</p><ul><li><strong>Health and Welfare Benefits:&nbsp;</strong>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&amp;D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</li><li><strong>Leave Benefits:</strong>&nbsp;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),&nbsp;<a href=\"https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf\" target=\"_blank\">Paid Time Off</a></li><li><strong>Retirement Benefits:&nbsp;</strong>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</li></ul><p>&nbsp;</p><p>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.</p><p><span style=\"color: rgb(127, 53, 178);\"><strong>EOE, including disability/vets</strong></span></p><p style=\"background-color: white; line-height: normal; vertical-align: middle;\">&nbsp;</p>",
    "InternalQualificationsStr": "<p style=\"background-color: white; line-height: normal; margin-bottom: 9pt; vertical-align: middle;\"><span style=\"background-color: white; color: rgb(142, 68, 173); font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">Requirements</span></span></p><p style=\"background-color: white; line-height: normal; vertical-align: middle;\"><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Undergraduate degree required</span></span></p><p style=\"background-color: white; line-height: normal; vertical-align: middle;\"><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Progress toward the CFA designation; the successful candidate will be encouraged to register for the CFA Level I exam within the first year of employment.</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy)</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Commanding knowledge and commercial awareness of financial markets and institutional investing</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Strong oral and written communication skills and ability to liaise with internal and external constituencies</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action</span></span><br><span style=\"background-color: white; color: black;\"><span style=\"font-size: 10pt;\">•&nbsp;</span></span><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">Team</span></span><span style=\"background-color: white; color: black; font-family: &quot;Cambria Math&quot;, serif;\"><span style=\"font-size: 10pt;\">‑</span></span><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">oriented approach, with the ability to collaborate, challenge constructively, and&nbsp;influence others internally and externally at all levels</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Inquiring and analytically minded, with a logical and thorough work ethic</span></span><br><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt;\">• Track record of mentoring junior colleagues to deliver high quality</span></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">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.</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation and Benefits&nbsp;</strong></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">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).</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation&nbsp;</strong></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">The salary compensation range being offered for this role is $90,000.00 to $120,000.00 USD.&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">This role is also eligible for an annual short-term incentive bonus.&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">&nbsp;</span></p><p><strong>Company Benefits:</strong></p><p>WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</p><ul><li><strong>Health and Welfare Benefits:&nbsp;</strong>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&amp;D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</li><li><strong>Leave Benefits:</strong>&nbsp;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),&nbsp;<a href=\"https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf\" target=\"_blank\">Paid Time Off</a></li><li><strong>Retirement Benefits:&nbsp;</strong>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</li></ul><p>&nbsp;</p><p>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.</p><p><span style=\"color: rgb(127, 53, 178);\"><strong>EOE, including disability/vets</strong></span></p><p style=\"background-color: white; line-height: normal; vertical-align: middle;\">&nbsp;</p>",
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