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WTW · 3 months ago

Senior Credit Researcher and Allocator

Philadelphia, PA, United States

Full-time

Onsite

Senior Level

WTW is looking to add a senior credit investor to their investment engine. The role involves being an investment thought leader for US investment research and allocation functions, focusing on credit and fixed income, while also contributing to the development of scalable processes and leading projects in credit research.

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Responsibilities

Contribute to firm views on positioning of client portfolios consistent with objectives and house views

Conduct solution focused / oriented manager due diligence for the broad asset classes – IG credit, alternative credit, liquid diversifiers / hedge funds and private debt

Drive broader research agenda for these exposures given context of end solutions being serviced

Contribute to thought leadership where appropriate in broader private markets and liquid solutions

Play an active role as a member of the global Credit Research team and asset class investment committees

Participate in regular reviews of the credit model portfolios / multi-manager solutions including proactively recommending asset allocation and/or implementation adjustments

Proactively consider and make suggestions of potential improvements to process and delivery

Lead projects as agreed to research new areas and/or review views of ‘best practice’ portfolio construction in credit

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

Be a strong advocate and communicator of the firm’s investment philosophy and process, portfolio views and recommendations – both internally and externally with clients

Build strong relationships internally and collaborate effectively on cross-functional teams, including Asset and Manager Research, Investment Committees, Operations, and client delivery teams

Lead colleagues, and actively participate in the knowledge and skills development of others

Contribute to a strong team culture across the credit team

Source and rate strategies which deliver significant value add for our portfolios and clients

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

Develop a maintain a presence in the marketplace to ensure WTW’s credit solutions are viewed as institutional quality and best in class

Play prominent role in new business pitches as well as external facing meetings more broadly

Qualification

Credit ResearchInvestment StrategyPortfolio ManagementManager Due DiligenceClient CommunicationTeam Leadership

Required

Investment thought leader for US investment research and allocation functions with a focus on credit/fixed income as well as multi-manager fund solutions