Investment Consulting Analyst

Investment Analyst

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 40,000 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.

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.

Performance objectives :

Excellence : + Produce quarterly reports for delivery to clients by pre-determined deadlines + Support team members in the construction and delivery of presentations to clients

People : + Build relationships internally and collaborate effectively on cross-functional teams + Demonstrate natural ease and effectiveness when dealing with clients / colleagues at all levels

Clients : + Work together as part of dedicated client teams providing a variety of services to clients + Deliver on projects to meet or exceed client expectations

Note that visa employment-based non-immigrant visa sponsorship and / or assistance is not offered for this specific job opportunity.

Qualifications : The Requirements

• Undergraduate degree with 0-3 years of experience + Progress towards CFA desirable + 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

Compensation and benefits :

Compensation

The base salary compensation range being offered for this role is $70,000 to $80,000 USD per year. The role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply) :

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. EOE, including disability / vets.