Senior Analyst, Investment Client Consulting

WTW•Chicago, IL

9h•$75,000 - $90,000•Hybrid

About The Position

As a member of a dedicated client team, the Senior Analyst helps deliver strategic advice and investment solutions to institutional investment clients, including corporations, retirement plans, and other organizations. This client-facing associate role sits between entry-level Investment Analyst and Associate consulting roles, combining hands-on analytical and delivery responsibilities with growing ownership of client coordination, project management, and day-to-day relationship support. Working closely with Senior Consultants, Associates, and colleagues across WTW, the role prepares and reviews client materials, supports investment decision-making, coordinates recurring and project-based deliverables, and contributes to a responsive, high-quality client experience. The role offers increasing responsibility for investment expertise, consulting and client-management skills, client relationships, and workstreams. This is a hybrid role with an expectation of working in the office at least 2–3 days per week. The position is eligible for an annual short-term incentive bonus. Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this opportunity.

Requirements

Bachelor's degree required.
Approximately two to five years of investment-related experience in investment consulting, financial services, or another analytical or client-focused investment environment.
Demonstrated interest in financial markets and a desire to build a career in investments.
Strong analytical, organizational, written, and verbal communication skills.
Ability to manage multiple priorities, work independently, and deliver accurate, high-quality work within deadlines.
Strong attention to detail and judgment to recognize when additional review or escalation is needed.
Comfort working in a collaborative team environment and interacting with clients and colleagues at different levels.
Working knowledge of Excel.

Nice To Haves

Experience preparing client reports, presentations, or investment analysis.
Progress toward the CFA designation; 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 Consultants, Associates, and broader client teams in delivering high-quality investment consulting services.
Coordinate recurring client deliverables, meetings, follow-up activities, and project plans, ensuring commitments are accurate, organized, and completed on schedule.
Produce quarterly performance reports and other recurring client materials by established deadlines.
Prepare and contribute to presentations, meeting materials, investment communications, and client recommendations.
Deliver defined workstreams and projects that meet or exceed client expectations, escalating risks or issues appropriately.
Conduct analysis supporting the development, implementation, and monitoring of client investment objectives, asset allocation, investment policies, and investment management structures.
Review analytical outputs and client deliverables for quality, accuracy, consistency, and alignment with client objectives.
Manage multiple priorities and deadlines across assigned client teams, balancing recurring production work with project-based assignments.
Plan and organize assigned work independently, communicate status clearly, and seek guidance when scope, timing, or client needs change.
Help improve the efficiency, consistency, and quality of team processes, templates, and client deliverables.
Use Excel and other relevant tools to analyze information, maintain accurate records, and support repeatable reporting processes.
Build effective relationships across WTW and collaborate with consultants, associates, clients, and subject matter experts.
Contribute to a positive and inclusive team environment through knowledge sharing, constructive feedback, and dependable support.
Demonstrate professionalism and sound judgment when working with clients and colleagues at all levels.

Benefits

Annual short-term incentive bonus eligibility.
Medical insurance, including prescription coverage.
Dental insurance.
Vision insurance.
Health Savings Account.
Commuter Account.
Health Care and Dependent Care Flexible Spending Accounts.
Group Accident and Group Critical Illness coverage.
Life insurance and AD&D coverage.
Group Legal coverage.
Identity Theft Protection.
Wellbeing Program and Work/Life Resources, including Employee Assistance Program.
Paid holidays and annual paid time off, including paid state/local leave where required.
Short-Term Disability and Long-Term Disability coverage.
Other leave benefits, including bereavement, FMLA, ADA, jury duty, military, parental, and adoption leave.
Contributory Pension Plan and 401(k) Savings Plan.
Certain senior-level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.