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Willis Towers Watson

Associate, Investments

The Business
Willis Towers Watson’s Investments line of business provides investment advisory and delegated services to Pension funds, Sovereign Wealth Funds, Endowments, Foundations and Charities and Wealth Managers across the globe. It has its history steeped in actuarial and pension fund advisory and has grown over the past two decades into one of the most respected financial solutions firms to institutional investors.

Our investment business exists to deliver better outcomes for savers. We believe that to achieve this over the long term we must deliver sustainable results for our clients and other stakeholders. 

Combining innovative thinking with capable execution, we work with industry participants and our clients to invest today for a more sustainable tomorrow. Our work covers all aspects of the investment function and focuses on better equipping our clients to make good, well researched, well thought through investment decisions. We help clients manage investment complexity; work with them to better align strategy and portfolio construction to balance risk and return, with efficient and fit-for purpose implementation.

The Role
As a Lead Associate, you will work closely with our team of like-minded analysts to support senior members of the team to provide holistic and practical investment solutions, to achieve better investment outcome given their specific situation. We work with clients to create the most fit-for-purpose investment arrangement, including investment strategy, portfolio construction.

This particular role will have a focus on financial modelling and simulations, working with senior members of the client team to translate macroeconomic and financial market views into proprietary financial models.

Technical / Thought Leadership
  • Calibrate, develop and enhance financial models to specification
  • Support senior team members in the construction and delivery of advice and solutions to clients, including performing analyses, modelling, research, and drafting documents
Project Management
  • Work as part of dedicated client teams in providing a variety of services to designated clients
  • Delivery of assigned work on time with accuracy  
  • Build strong relationships internally; communicate and collaborate effectively with team members and cross-functional teams
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
Client / Account Management
  • Deliver on projects that meet or exceed client expectations
  • Increase efficiency within client teams by identifying ways to improve processes
The Requirements
  • An individual with integrity who is keen to learn with an enquiring mind, and adapts new knowledge with ease, agility and open mindedness. 
  • A self-starter who strives to achieve goals.
  • Ability to work independently. 
  • At least 3 years’ working experience.
  • Demonstrate accomplishments and success in working in a collegial environment 
  • Demonstrate ability to work under stress and time pressure
  • A good first degree, with an intention to develop relevant professional qualifications such as CFA or FIA or equivalent. A first degree in economics, econometrics, mathematical disciplines preferred. 
  • Sound knowledge and solid experience in programming languages MATLAB and/or Python.  Programming experience in a formal work environment is a must.
  • Excellent oral and written communication skills. Strong written and verbal communication in English is a must. Fluent in Cantonese, Mandarin, Korean, or other Asian language is a plus.
  • Proficiency in Microsoft Word, Powerpoint, Excel essential. 
Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, colour, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

We are committed to equal employment opportunities at Willis Towers Watson.

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