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JOB SNAPSHOT
Investment Analyst
Montreal, CA
The Role
As an Investment Analyst, you will work with consultants to provide first class 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, 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.
Tasks
- Produce quarterly reports for delivery to clients by pre-determined deadlines
- Support team members in the construction and delivery of presentations to clients
- Build strong relationships internally and collaborate effectively on cross-functional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Work together as part of dedicated client teams providing a variety of services to clients
- Deliver on projects to meet or exceed client expectations
This role is hybrid with regular attendance to the office (expected 3 days per week)
The Requirements
- Bachelor’s or master’s degree required in one of the following disciplines: finance, economics, administration, actuarial sciences, or related field with heavy quantitative emphasis
- Progress towards relevant professional qualifications such as CFA, FSA are considered an asset
- 0-2 years of experience
- Interest in financial markets
- Strong oral and written communication skills
- Comfortable in a team environment
- Attention to detail
- Working knowledge of with Office, more importantly Excel
- Ability to work independently and manage time and projects individually
- Excellent oral and written communication skills in French and English
Equal opportunity employer
UNSOLICITEDCONTACT
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.
OUR OFFICES
Our colleagues serve more than 140 countries and markets around the world. This gives a global dimension to everything we do and creates lots of exciting opportunities for you to collaborate and grow. Explore the map below to see where you career could take you.
Meet our people
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
Salmaan Saeed
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
EVENTS
2024 AUCC Career Fair – Spelman, Morehouse, Clark Atlantic
September 20 @ 1:00 pm - 6:00 pm2024 Fall Job & Internship Fair
September 23 @ 12:00 pm - 4:00 pmFall 2024 Career & Internship Expo
September 24 @ 10:00 am - 3:00 pm2024 Fall Career Fair: September 25 & 26
September 25 @ 11:00 am - 4:00 pmUniversity of Illinois Actuarial Science Club Meet the Firms 2024
September 25 @ 6:00 pm - 9:00 pmActuarial Science Career Fair
September 26 @ 11:00 am - 4:00 pmFall Career & Internship Expo 2024
September 26 @ 12:00 pm - 4:00 pmRisk and Insurance Career Fair Fall 2024
September 26 @ 4:30 pm - 7:45 pmFall 2024 Virtual Undergraduate Job & Internship Fair registration
September 27 @ 12:00 pm - 4:00 pmFall 2024 UBS@UCLA Consulting Night
September 30 @ 7:00 pm - 9:00 pmFall 2024 School of Business Career Fair
October 1 @ 10:00 am - 4:00 pmNorthwestern Career Advancement in Person Career Fair
October 1 @ 12:00 pm - 4:00 pmNorthwestern Career Advancement In Person Career Fair (Fall 2024)
October 1 @ 12:00 pm - 4:00 pmFall Actuarial Career Fair
October 2 @ 1:00 pm - 4:00 pmUGA Risk Management and Insurance Careers Day Fall 2024
October 2 @ 3:30 pm - 6:30 pmMaryville University Actuarial, Data, Computer Sciences, and Data Analytics Career Fair 2024
October 3 @ 11:00 am - 4:00 pmFall 2024 In-Person All Majors Career Fair
October 3 @ 11:00 am - 4:00 pmGreenberg School of Risk Management Fall 2024 Job and Internship Career Fair
October 8 @ 11:00 am - 2:00 pmMSU Diversity, Equity, Inclusion, and Belonging Career Fair
October 10 @ 3:00 pm - 9:00 pmUniversité Concordia Career Fair
October 11 @ 10:00 am - 3:00 pm2024 AUCC Career Fair – Spelman, Morehouse, Clark Atlantic
September 20 @ 1:00 pm - 6:00 pm2024 Fall Job & Internship Fair
September 23 @ 12:00 pm - 4:00 pmFall 2024 Career & Internship Expo
September 24 @ 10:00 am - 3:00 pm2024 Fall Career Fair: September 25 & 26
September 25 @ 11:00 am - 4:00 pmUniversity of Illinois Actuarial Science Club Meet the Firms 2024
September 25 @ 6:00 pm - 9:00 pmActuarial Science Career Fair
September 26 @ 11:00 am - 4:00 pmFall Career & Internship Expo 2024
September 26 @ 12:00 pm - 4:00 pmRisk and Insurance Career Fair Fall 2024
September 26 @ 4:30 pm - 7:45 pmFall 2024 Virtual Undergraduate Job & Internship Fair registration
September 27 @ 12:00 pm - 4:00 pmFall 2024 UBS@UCLA Consulting Night
September 30 @ 7:00 pm - 9:00 pmFall 2024 School of Business Career Fair
October 1 @ 10:00 am - 4:00 pmNorthwestern Career Advancement in Person Career Fair
October 1 @ 12:00 pm - 4:00 pmNorthwestern Career Advancement In Person Career Fair (Fall 2024)
October 1 @ 12:00 pm - 4:00 pmFall Actuarial Career Fair
October 2 @ 1:00 pm - 4:00 pmUGA Risk Management and Insurance Careers Day Fall 2024
October 2 @ 3:30 pm - 6:30 pmMaryville University Actuarial, Data, Computer Sciences, and Data Analytics Career Fair 2024
October 3 @ 11:00 am - 4:00 pmFall 2024 In-Person All Majors Career Fair
October 3 @ 11:00 am - 4:00 pmGreenberg School of Risk Management Fall 2024 Job and Internship Career Fair
October 8 @ 11:00 am - 2:00 pmMSU Diversity, Equity, Inclusion, and Belonging Career Fair
October 10 @ 3:00 pm - 9:00 pmUniversité Concordia Career Fair
October 11 @ 10:00 am - 3:00 pmThere are no upcoming events at this time.
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