Investment Consulting 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 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. 

We are a global investment consulting practice providing advice to clients regarding their investment and decision-making processes and also executing investment decisions on their behalf through delegated investment services. Our mission is to create long-term wealth, by delivering the breakthroughs that matter for individuals, communities and our world. Our clients are a diverse range of institutional investors (including corporate defined benefit and defined contribution plan sponsors). 

The Role

You will be part of a collaborative team, working alongside consultants, researchers, reporting and operational staff and portfolio managers.

As an Investment Analyst in the Client Consulting team, you will support a number of client teams that manage client relationships, offering investment advice and innovative solutions. Some of the client projects you will complete include investment strategy and structure review, formulating investment policy, portfolio construction, portfolio and investment manager performance evaluation, investment manager monitoring, investment manager replacement and selection, investment fee monitoring and preparation of materials for client meetings.

You will have opportunities to attend client meetings and, over time, present on assigned topics. There are also opportunities to contribute to developing our intellectual capital and other Investment business initiatives.

This is a hybrid role with the expectation of in-office presence of at least 2-3 days each week (in our Chicago, New York, Pittsburgh or Atlanta office).

Key expectations for the role include:

• Clients: Deliver accurate, high-quality client work and progressively take on more complex responsibilities with increasing independence.
• Financial Acumen & Commercial Awareness: Support client satisfaction and retention through efficient delivery and commercial awareness.
• People & Culture: Contribute positively to team culture by demonstrating behaviors aligned with WTW values through collaboration, inclusion, and effective communication.
• Operational Excellence, Learning & Development: Uphold Professional Excellence standards while building technical knowledge and skills.
   

The Requirements

• Undergraduate degree with 0-3 years of experience
• Strong numerical and analytical skills
• A desire to learn and general interest in financial markets
• Strong oral and written communication skills
• Proactive team player, able to build and maintain relationships across a wide network of colleagues
• Good listener, and ability to analyse complex information to form an opinion or recommendation
• Attention to detail and problem-solving skills, demonstrating intellectual curiosity and critical thinking
• Knowledge of and comfort using computer software including spreadsheet and presentation tools
• Ability to work with increasing independence and accountability and manage time and projects 
• Consistently deliver accurate, high quality work while meeting deadlines and adapting to changing client needs
• Growth mindset, demonstrating continuous improvement in technical knowledge, efficiency and professional judgement

Successful applicants will be eligible for a comprehensive CFA exam study program, including:

• Study materials and tutorials
• Exam fees
• Paid study leave
• Professional membership fee
• Reward for exam success

Analysts joining the Investment business are expected to study for CFA level 1, providing robust technical investment grounding. Analysts will be supported to complete all CFA levels if they choose to do so.
 

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 and potential for revenue generation (Producer roles only).

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):

• 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.

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

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.