Description

The Investments team helps asset owners across the world solve their investment problems. We offer a range of services across different delivery models, spanning advisory services, delegated portfolio management (OCIO) across both multi-asset OCIO and multi-manager asset class solutions and analytics & tools to give investors access to best-in-class ideas and the opportunity to meet their long-term investment goals.

As a Portfolio Manager, you will help drive the success of our investment business by working with the Canadian Head of Delegated Portfolio Management to manage multi-asset OCIO client portfolios using WTW’s Total Portfolio Approach. Your role will be to help deliver strong returns for clients consistent with their goals and objectives.

You will be part of a motivated and talented team of investment professionals and will report to the Canadian Head of Delegated Portfolio Management.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Client Focus

• Be responsible for the management of multi-asset delegated (OCIO) client portfolios, including defined benefit (DB), defined contribution (DC), not-for-profit (e.g.; E&F) and other institutional asset pools:
• Develop appropriate asset allocation and investment strategy for clients with a variety of objectives
• Proactively manage the clients’ portfolios, make and implement portfolio management decisions based on the clients’ own specific circumstances and:
• evolution of client objectives
• developments and evolution of model portfolios
• strategy, risk management and liability hedging considerations
• dynamic asset allocation views.
• Assist in the ongoing management of multi-manager asset class funds which may also form part of OCIO portfolios
• Play an active role in the research and underwriting of investment strategies / ideas for specific asset classes or funds
• Attend monthly/quarterly internal portfolio review meetings.
• Be a strong advocate and communicator of the firm’s investment philosophy and process, portfolio views and recommendations – both internally and externally with clients.
  

Excellence

• Play an active role as a member of the Canada Portfolio Management Group (PMG), our Canadian multi-asset investment committee
• Contribute to the development and deployment of first-class solutions in relation to the design, implementation and monitoring of investment strategies based on the Total Portfolio Approach and liability driven investing techniques, including the use of derivative instruments
• Participate in regular reviews of the Canada multi-asset model portfolios including proactively recommending asset allocation and/or implementation adjustments
• Proactively consider and make suggestions of potential improvements to Canada PMG’s process and delivery
• Lead projects as agreed by Canada PMG to research new areas and/or review views of ‘best practice’ portfolio construction in existing asset classes
• Contribute to thought leadership and messaging to internal and external client audiences
• Coordinate and liaise with Global Portfolio Management Group and Client teams to ensure best ideas are being considered across the organization as appropriate.
  
  

Teamwork

• Work as part of a motivated, aligned and engaged team
• Build strong relationships internally and collaborate effectively on cross-functional teams, including Asset and Manager Research, Investment Committees, Operations, and Growth and Client delivery teams.
• Develop a culture of mentorship and talent development which supports colleagues on their career journeys
• Championing efforts to promote an equitable, inclusive culture that supports & develops more diverse workforce
  
  

Financial

• Contribute to development of scalable processes to deliver value add portfolio management efficiently to multiple clients
• Contribute to the growth of the delegated business through participation in new business pitches, conferences, and other events
  
  

Qualifications

The Requirements

We welcome candidates with a broad range of experiences and career backgrounds:

• 7+ years of directly relevant experience
• This role requires an undergraduate degree and either a Chartered Financial Analyst or Chartered Investment Manager designation.
• Registration as Advising Representative, or eligibility, is required for the role.
• We are looking for an individual who:
• thrives in an inclusive, highly collaborative work environment
• has a keen appreciation of process
• is comfortable working on cross functional teams in a dynamic and often fast-paced environment
• has a track record of delivering accurate, high-quality work
• Demonstrable knowledge of the Canadian investment environment including experience with defined benefit pension plans managing within an asset liability framework and/or endowments and family offices is beneficial
• High degree of understanding of investment principles across multiple asset classes and investment management approaches
• Understanding of multi-asset portfolio construction, including solid knowledge of equity, fixed income, derivatives, and alternative asset classes, including hedge funds, real assets, and private markets
• Ability to integrate portfolio construction with consideration of strategic goals and risk management requirements
• Strong understanding of risk, and the benefits and drawbacks of different risk measures
• Proactive desire to contribute to the ongoing enhancement of our portfolio management capabilities, to ensure they remain ‘best in class’
• Understanding of practical implementation aspects of day to day portfolio management for institutional asset pools, including DB, DC, and not-for-profit
• Ability to make judgements and decisions in a timely manner in the knowledge that perfect information is not available
• Attention to detail
• Willingness to challenge and be challenged
• Strong communication – be able to justify views and recommendations internally and externally.
• Focus on efficiency and scalable delivery
• DC familiarity and experience is helpful
• Understanding of the Total Portfolio Approach an asset
• Asset allocation experience with pensions or other asset pools is required
• French/ English bilingualism an asset
  

Equal Opportunity Employer