Senior Analyst, Investment Consulting

This role welcomes applicants who have taken a career break. Please apply and ask your recruiter for additional details.

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.

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

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

The Requirements

• Undergraduate degree with 1-3 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

Are you considering returning to the workforce after a career break of at least 18 months? WTW has a Re-Launch Program which provides unique opportunities for experienced professionals returning to the workforce after taking a career break. Our program will provide multiple resources and opportunities that will assist participants in re-entering the workforce and re-engaging into their professional career paths. Meaningful and impactful assignments will provide on the job skill sharpening and development, while professional development, mentoring and networking opportunities will help propel performance to the next level. We encourage you to apply!

WTW may be subject to mandatory employment-related COVID-19 vaccination requirements. Therefore, to the extent any such mandates apply, you may be required to certify and provide documentation of full vaccination against COVID-19 if you are hired in the U.S. If you accept an offer from WTW and are subject to a mandate but are unable or unwilling to be vaccinated because of medical reasons or sincerely-held religious beliefs, you may request a medical or religious accommodation. If you require an accommodation, the Company will evaluate your request and work with you to identify reasonable alternatives to vaccination, if available.

EEO, including disability/vets