Investment Solutions Specialist

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China WTW Full time

At WTW, we are dedicated to delivering exceptional investment solutions to our clients. Our team of experts works closely with like-minded professionals to provide holistic and practical investment advice, tailored to each client's unique situation.

We work with clients to create customized investment arrangements, including strategic portfolio construction, manager selection, and performance monitoring. As an (Lead) Associate, you will be part of a dynamic team that combines innovative thinking with capable execution to deliver sustainable results for our clients.

The role offers flexibility in focus areas, including investment strategy and capital market modeling, or client engagement and project management. Key responsibilities will include:

Technical Thought Leadership
  • Developing and enhancing financial models to generate macroeconomic and capital market assumptions
  • Contributing to the construction and delivery of investment advice and solutions, including research, analysis, modeling, and report writing
Project Management
  • Collaborating with dedicated client teams to provide comprehensive services to designated clients
  • Coordinating project tasks on time, within budget, and scope
  • Identifying opportunities to improve processes and increase efficiency
Client Engagement
  • Building strong relationships with clients and external asset managers
  • Developing a deep understanding of clients' businesses to inform problem-solving and analysis
  • Attending client meetings and producing accurate, timely meeting notes


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