Associate, Investment Lead Associate

The Investment Lead Associate role at WTW in Tampa, FL, is a fantastic opportunity for someone with a strong background in investment consulting. In this position, you’ll work closely with clients to provide top-notch investment advice and manage relationships. You’ll be involved in various projects, ensuring that clients receive the best service possible while also mentoring junior team members. If you’re looking for a role that combines client interaction with strategic investment management, this could be the perfect fit.

What You’ll Do

• Build strong relationships with clients through effective communication.
• Manage client expectations and deliver quality project management.
• Draft reports and updates for clients on investment performance.
• Lead projects and ensure the team meets objectives and timelines.
• Support senior consultants in providing investment advice.
• Participate in special projects and contribute to new tools.

What You Need

• Undergraduate degree and progress towards professional qualifications like CFA or CIMA.
• 5+ years of investment experience in a client-service environment.
• Experience with corporate retirement plans like 401(k) and 403(b).
• Strong knowledge of financial markets and institutional investing.
• Excellent communication skills for client interactions.
• Ability to manage multiple projects effectively.
• Experience mentoring junior colleagues.

What You’ll Love

• Competitive benefits package including health and wellness programs.
• Opportunities for professional development and training.
• Collaborative work environment with a focus on teamwork.
• Chance to mentor and guide junior team members.

About the Firm

• WTW is a global leader in investment consulting and advisory services.
• They focus on providing high-quality services to clients in the financial sector.
• The firm values collaboration and professional growth.
• WTW is committed to diversity and inclusion in the workplace.