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    Analyst, Investment Consulting

    Stamford, Connecticut, United States. Atlanta, Georgia, United States. Chicago, Illinois, United States. Pittsburgh, Pennsylvania, United States

    Analyst, Investment Consulting

    • 202407687
    • Stamford, Connecticut, United States
    • Atlanta, Georgia, United States
    • Chicago, Illinois, United States
    • Pittsburgh, Pennsylvania, United States

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    • Full time
    • Closing on: Dec 31 2024
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    Description

    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.

    The Role            

    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

    Qualifications

    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

    EOE, including disability/vets

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     I confirm that I have read the Data Protection Policy and understand how my personal data will be used and stored.  I grant permission to WTW to use the personal data that I submit for the purposes described. 

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    Unsolicited Contact

    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.

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