Associate Director

The Business

Our Investments business provides advice and discretionary investment management solutions to defined benefit and defined contribution pension plans as well as to a range of other client types including insurers, endowments and foundations, and private wealth investors. We provide a solution to a significant business problem faced by our clients, namely sustaining the resources and skills required to deliver a financial services product in highly competitive capital markets. We offer a flexible approach that adapts to a wide range of client needs and circumstances, with the objective of higher returns, lower risk and lower costs within each client’s unique situation.

The Role

DUTIES:

• Associate Director within Investment Line of Business at Towers Watson Investment Services, Inc. 

• Function as an Assistant Portfolio Manager responsible for supporting and driving portfolio management and related client service activities for Americas Delegated Investment Services (DIS) accounts and the funds that we build and manage to assist in the construction of multi-asset portfolios. 

• Work with internal teams (Portfolio Managers, Client Leads, Implementation team, etc.) to provide a positive experience for delegated clients.

• Provide analysis and decision support for portfolios invested globally across all asset classes. 

• Determine investment strategy and asset allocation for the client base, including multi-manager funds.

• Work with Portfolio Management and Research Teams to develop proposals for portfolio changes, identifying and following up on areas requiring further analysis or research.

• Manage cash flow need and movements.

• Oversee creation of agenda and materials for Investment Committee meetings.

• Draft and maintain clear documentation of portfolio decisions, ensuring audit trail for client specific differences from model portfolios.

• Carry out ad-hoc analysis/projects as needed.

• Build relationships internally and collaborate effectively on cross-functional teams, including Research, Portfolio Management, Operations and business development and client service teams.

• Contribute to the DIS business' operating leverage through efficient support of the firm's investment process and seek process enhancements to improve consistency and delivery of portfolio management.

• Contribute to sales and marketing efforts by drafting portfolio proposals and responding to portfolio management questions within Requests for Proposals.

• Reports to Philadelphia, PA office.  Remote work permitted from any US location.

• Salary range = $125,000 to $136,000 per annum.