Investment Associate - Investment Consulting

WTW•Chicago, IL

3h•$90,000 - $105,000•Hybrid

About The Position

As a member of a dedicated client team, you will help deliver strategic advice and investment solutions to institutional investment clients (such as corporations, retirement plans, and other organizations). This client-facing role provides the opportunity to work directly with sophisticated clients and contribute to investment-decision making. Working closely with Senior Consultants, investment analysts, and colleagues across WTW, you will coordinate client activities and contribute to the delivery of thoughtful, high-quality investment solutions and an exceptional client experience. You will have the opportunity to build trusted client relationships, contribute to investment strategy discussions, and build toward taking on greater client-facing responsibility over time. Our work helps clients make and monitor investment decisions - from setting investment objectives and strategy, to selecting and monitoring managers, reviewing performance, and developing investment communications. This role offers the opportunity to deepen investment expertise, develop consulting and client-management skills, and build toward increasing levels of responsibility throughout your career progression. Note: This is a hybrid role with the expectation of a minimum of 2-3 days in office. Employment-based visa sponsorship is not available for this position.

Requirements

Bachelor's degree required.
Approximately 4+ years of investment-related experience in investment consulting, financial services, or another related analytical or client-focused investment environment.
Intellectually curious and the desire for a career in investments.
Demonstrate professionalism and sound judgement when working with clients and colleagues at all levels.
Strong organizational, communication, and problem-solving skills, with the ability to manage multiple priorities and deliver high-quality work.

Nice To Haves

Progress toward the CFA designation is preferred but not required. Candidates will be encouraged and supported to register for the CFA Level I exam within their first year of employment, if not already pursuing the designation.

Responsibilities

Support Senior Consultants and broader client teams to help deliver high-quality investment consulting services.
Serve as the primary day-to-day contact for a select number of client relationships, with support from the Senior Consultant and broader client team, ensuring a responsive, consistent, and positive client experience.
Build trusted relationships with client contacts through effective communication, trusted advice, project management, and reliable execution.
Coordinate client deliverables and follow-up activities, ensuring commitments are completed accurately and on schedule.
Contribute to the development, implementation, and monitoring of client investment strategies and solutions.
Apply investment and market knowledge to support client outcomes and address complex challenges.
Review and oversee deliverables to ensure quality, accuracy, and consistency with client objectives.
Build effective relationships across WTW and collaborate with colleagues, clients, and subject matter experts.
Contribute to the success of the client team through knowledge sharing, coaching, feedback, mentorship, and support of colleague development.

Benefits

Medical (including prescription coverage)
Dental
Vision
Health Savings Account
Commuter Account
Health Care and Dependent Care Flexible Spending Accounts
Group Accident
Group Critical Illness
Life Insurance
AD&D
Group Legal
Identify Theft Protection
Wellbeing Program
Work/Life Resources (including Employee Assistance Program)
Paid Holidays
Annual Paid Time Off (includes paid state/local paid leave where required)
Short-Term Disability
Long-Term Disability
Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
Contributory Pension Plan
Savings Plan (401k)
Deferred Compensation and Deferred Savings Plans (for Level 38 and more senior roles)