The Company **Go beyond.** At Towers Watson, we are more than individuals. We are a community focused on helping our colleagues and clients thrive and succeed. Towers Watson is a leading global professional services company that helps organizations improve performance through effective people, financial and risk management. With 14,000 associates around the world, we offer solutions in the areas of benefits, talent management, rewards, and risk and capital management. The Business
As companies struggle to improve business performance, they increasingly expect risk management to support broader financial objectives for pension programs, endowment funds and other large pools of institutional assets. Towers Watson understands the crucial link between risk and capital, whether you are an insurer concerned about capital management, a CFO focused on risk management or an investment committee seeking to balance risk and return. As a leading investment consultant, we help organizations manage investment complexity, establish risk tolerance and improve governance.
The Role
As an Investment Analyst, you will work with senior consultants in Western Canada to provide first class advice to a range of clients on a range of investment services which 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.
**Performance Objectives:*
* Excellence*
* Conduct data analysis
* Prepare first drafts of client documents
* Support senior team members in the construction and delivery of presentations to clients
**People*
* Build strong relationships internally and collaborate effectively on cross-functional teams
* Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
**Clients*
* Work as part of dedicated client teams providing a variety of services to designated clients
* Collaborate with client teams in order to provide suitable solutions in a timely manner
* Liaise with members of the wider investment team and Benefits practice in order to gain the necessary data and understanding of the client’s needs
* Deliver on projects to meet or exceed client expectations
* Increase efficiency within client teams by identifying ways to improve processes
**Financial*
* Meet chargeable hours targets
* Contribute to sales and marketing efforts by drafting proposals and responding to RFPs
* Collaborate on ways to improve process/efficiency of work product
The Requirements
* Undergraduate degree along with progress towards or completion of Canadian Securities Course and relevant professional qualifications such as CFA,
* Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy)
* Progressing knowledge of the investment process across a range of asset classes
* Excellent oral and written communication skills
* Comfortable and successful in a team environment; able to fit seamlessly on teams of senior and more junior colleagues
* Strong working knowledge of Excel and databases
* Interest in and understanding of financial markets and institutional investing
* Enquiring and analytically minded with a logical and thorough work ethic
* Ability to grasp issues and offer innovative solutions
* Track record of delivering high quality work on time and within budget
*Job ID#:* 15281
*Location:* Toronto
*Segment* Risk & Financial Services
*Business Area* Investment Consulting
*Employment Status:* Regular Full-Time
*Minimum Education:* Bachelors Degree
*Minimum Experience:* Less than 1 year