Investment Consulting Analyst
About The Position
WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has over 49,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com. As a leading investment consulting firm, we help organizations manage investment complexity, establish risk tolerance and improve governance. We are a global investment consulting practice providing advice to institutional investors (primarily defined benefits and defined contribution plans) in the areas of asset allocation, investment policy, investment manager evaluation and research, investment performance evaluation and miscellaneous investment research. The Role As an Investment Analyst, you will work with consultants to provide advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. We welcome the opportunity to discuss your working preferences as we offer work location flexibility.
Requirements
- Undergraduate degree with 1-3 years of experience
- Interest in financial markets
- Oral and written communication skills
- Comfortable in a team environment
- Attention to detail
- Working knowledge of Excel
- Ability to work independently and manage time and projects individually
- Ability to deliver high quality work while meeting deadlines
Nice To Haves
- Progress towards CFA desirable
Responsibilities
- Produce quarterly reports for delivery to clients by pre-determined deadlines
- Support team members in the construction and delivery of presentations to clients
- Build relationships internally and collaborate effectively on cross-functional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Work together as part of dedicated client teams providing a variety of services to clients
- Deliver on projects to meet or exceed client expectations
Benefits
- Health and Welfare 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 and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits: 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), Paid Time Off
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
