AddressAs 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.
This is a hybrid role, based out of one of the posted locations.
The Role
As an investment analyst on our Client Consulting team, 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.
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
The Requirements
– Undergraduate degree with 2-5 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, PowerPoint, and other MS Office products
– Ability to work independently and manage time and projects individually
– Ability to deliver high quality work while meeting deadlines
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role.
Compensation
The base salary compensation range being offered for this role is 75,000 – 95,000 USD. This 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):
- 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).
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
EOE, including disability/vets
