Description Summary of Role We are looking for an insightful, adaptable and motivated individual to join our fast growing team as a lead associate in the portfolio management team. We aim to empower institutional investors to achieve their specific objectives by delivering outstanding investment solutions, based on a strong foundation of research, analysis, innovation and trust. To support this goal this is an exciting opportunity to join a collaborative and supportive Investment team in the role of Lead Associate. Our team is responsible for managing a wide range of multi-asset and specialist portfolios using multi-manager implementation and is currently responsible for managing more than $180bn globally. Our client base are seeking creative solutions to the investment challenges they face. As a result, we look to bring people with a variety of backgrounds and skills to work collaboratively on cutting edge assignments. The Portfolio Management team is ultimately responsible for the investment content that is included in all of our delegated portfolios. A Portfolio Manager is assigned to each client/solution, and in that role is responsible for all investment decision-making on that portfolio. The Portfolio Manager will be supported by a team responsible for ensuring that our intellectual capital is reflected in portfolios in a manner consistent with that client/solutions goals. You will have the opportunity to build your knowledge of our processes by working with a wide range of our internal teams, in particular Portfolio Management and Research, and our broader network of specialists within WTW’s investment team. You will be supported in the role to develop your investment specific knowledge and skills, as well as a broad range of consulting and communication skills The role opportunity allows for flexibility in your working arrangements and we would be happy to discuss this with you further. We welcome applications from individuals returning from a career break. The Role We are looking to add a new Lead Associate to our multi-asset portfolio management team. Key responsibilities of the role are as follows: Clients and Excellence Work closely with Portfolio Management, Asset Research and Manager Research Teams to input into the development of proposals for client portfolio changes Assist client-facing teams in their understanding and knowledge of any portfolio changes/positioning and with their messaging to clients Diligent application of WTW’s portfolio management processes and pro-actively suggest evolution and changes Demonstrate sound analytical skills in forming views and opinions Take ownership for a wide range of actions across a portfolio of clients Learn and effectively use in-house trading systems and processes to execute portfolio management decisions Coordinate with legal and Implementation teams to ensure correct execution of portfolio management decisions Draft and maintain clear documentation of portfolio decisions, ensuring audit trail for client specific differences from model portfolios. People Support a collaborative and inclusive working environment Build strong relationships across your working network and collaborate with other related internal teams including research, client management, operations and compliance Actively participate in the knowledge and skills development of others Financial Contribute to development of scalable processes to deliver value add portfolio management efficiently to multiple clients and solutions Ensure timely and accurate completion of time recording for management purposes Contribute to meeting project deliverables through effective resource utilization Excellence Learn to understand and implement our ‘Professional Excellence’ principles and risk management techniques Engage in ongoing training and professional development to enhance technical investment knowledge and keep abreast of industry developments.