Investment Consultant

At Willis Towers Watson Investments, we advise a range of institutional investors on their long-term investment strategies and investment governance structures. In addition, we have a growing investment solutions business, which involves clients delegating part or all of their investment decision making-processes to our delegated portfolio management team and/or via direct investment in a select group of specialist, multi-manager funds we construct and manage. Collectively our Australian clients manage close to $470 billion in assets and are amongst the most innovative and successful institutional investors in Australia.
We add value by developing tailored investment solutions for our clients which are expected to meet their return objectives, but importantly, also take into account each client's tolerance for investment risk, complexity, fee budgets and any other specific requirements. From idea, to innovative research to careful analysis and capable execution, we partner with our clients to give them a competitive edge.

The Role

Our team's on-going success is due, in large part, to our collaborative, client-centric and supportive atmosphere which fosters career development. As an Investment Consultant you will work collaboratively with senior consultants and investment analysts, helping us deliver innovative investment solutions and the provision of first class advice to our clients. This includes a range of advisory services on investment topics such as: investment governance, strategic and dynamic asset allocation, portfolio construction, manager selection and monitoring in addition to general investment advice based on your experience working in the investment (or investment consulting) industry. Scope also exists for part of this role to include delegated client service responsibilities, where we act in a fiduciary rather than an advisory capacity.

You will have a keen interest in investment markets, as well as strong presentation and interpersonal skills and the ability to successfully manage client relationships.

• Strengthening and developing relationships with client contacts through effective communication and efficient, quality execution of projects
• Applying your knowledge of and experience in investments to complete investment analysis, prepare reports and provide advice to clients, working collaboratively with analysts and under the guidance of senior consultants
• Liaising with members of the wider investment team (both locally and offshore) in order to gain the necessary data/information to provide value-adding solutions to clients
• Delivering on projects to meet or exceed client objectives and expectations
• Coordinating the workflow of client assignments, which includes managing analyst contributions and client expectations, in addition to raising any issues to senior consultants
• Investigating and researching investment solutions for clients
• Supporting the generation of new business as part of the broader team
• Contribute to sales and marketing efforts by drafting responses to proposal requests
• Increasing efficiency within client teams by identifying ways to improve processes
• Deepening technical knowledge of investments across asset classes, Willis Towers Watson's investment processes and approach to investment governance, house views and best practice. Become competent in articulating our latest views, research and best ideas. Deepen understanding of our investment strategy, manager research philosophies and processes via exposure to tailored client analysis and reporting in these areas
• Becoming a competent user of our quantitative tools/software. Keep up-to-date with their operation and train others on their efficient use.
• Actively participating in practice meetings and practice improvement initiatives
• Participating in special projects as required
• Adhering to our in-house quality assurance policies and processes
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Building strong relationships internally and collaborating effectively on cross-functional teams
• Mentoring and reviewing the work of others. Providing feedback to aid competency and professional development amongst colleagues

The Requirements

• CFA qualified, or progress towards completion of CFA, or equivalent professional qualifications
• Significant experience in an investment related role, in a consulting organisation and/or in the financial services or superannuation industry.
• Knowledge of financial markets and institutional investments across multiple asset classes
• Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
• Excellent oral and written communication skills with demonstrated ability to summarise complex information concisely and cohesively
• Superior problem-solving skills and strong numeracy
• Commercially astute self-starter with the confidence and maturity to formulate and articulate recommendations clearly and concisely and in the context of client advice
• Strong project management/organisational skills, with the ability to work on multiple tasks simultaneously
• Ability to work autonomously and as part of a team. Capacity to effectively debate and subsequently influence internally & externally
• Strong attention to detail and high accuracy in all work
• Proven skills in building and maintaining relationships
• Experience in mentoring junior colleagues to deliver high quality work

Applicants must have Australian or New Zealand citizenship or hold a valid and appropriate permanent working visa.

The Company Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com

Willis Towers Watson is an equal opportunity employer
Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes b
eing actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.