Investment Analyst, Real Assets

The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios. This is delivered to clients by providing expert advice on their investments and decision-making processes, making investment decisions on their behalf through delegated investment services and providing investment tools. Our clients are a diverse range of institutional investors, including corporate pension plans, defined contribution plans, and more. As a trusted partner to over 1,200 clients, we advise on over $3.5 trillion of global assets.

The Role

You will be part of a collaborative global Real Assets research team, working alongside some of the industry’s top researchers, portfolio managers, and consultants. In this role, you will focus on real assets, investments in tangible asset classes such as real estate, infrastructure, natural resources, and other private markets. Key aspects of the role include:

•  Manager Research and Due Diligence: Following WTW’s rigorous manager research process to assess and form opinions on investment managers and funds in the real assets space. You will conduct due diligence on prospective investment managers globally, evaluating their strategies, track records, teams and risk profiles.
• Monitoring & Ongoing Research: Keeping abreast of existing real asset managers in our portfolios by monitoring performance, portfolio developments, and organizational updates. You will prepare research updates and contribute to manager rating assessments, ensuring our views remain current and well-supported.
• Portfolio Management Support: Contributing to the management of portfolios that invest in real assets, including our real assets fund-of-funds and real assets-only client mandates. Working with senior portfolio managers, you will help analyze portfolio exposures and diversification, review asset allocation within real assets, and assist in making investment decisions.
• Client & Team Collaboration: Partnering with colleagues across the Investments team to deliver best-in-class solutions. You will help prepare materials for internal Investment Committee discussions and for client meetings, summarizing research findings and portfolio updates. Over time, you will have opportunities to present your analysis and recommendations to consultants and clients.
• Innovation and Special Projects: Enhancing our research approach by contributing to broader projects or thought leadership initiatives within the Real Assets team or the wider Investments business. This might include improving research frameworks, exploring new emerging asset sectors, or developing tools to analyze real asset investments more effectively.
   

This role offers a breadth of exposure across different real asset classes and geographies. You will gain experience with a variety of investment strategies (for example: core and opportunistic real estate funds, infrastructure equity or debt funds, natural resource funds, etc.), building a strong foundation in alternative investments. We support our early-career associates in developing both technical and soft skills through training, project work across different functions, and networking with colleagues globally. This breadth of experience will help you discover which areas of investments you find most compelling and pave the way for further specialization if desired. There are also opportunities to contribute to developing our intellectual capital and other business initiatives over time.
 

• Education & Experience: Bachelor’s degree (completed or nearing completion) in a relevant field (e.g. finance, economics, business, or similar). 0–3 years of work experience in investment research, asset management, financial analysis or a related field.
• Analytical Skills: Strong analytical and problem-solving abilities, with intellectual curiosity and critical thinking. Comfortable working with datasets and quantitative analysis; familiarity with Excel or other analytical tools is expected.
• Team Player: Proactive, collaborative attitude with the ability to work effectively in a team environment. Eager to learn from others and contribute to group objectives.
• Communication: Clear and confident communicator, both in writing and verbally. Able to distil complex information into insightful summaries and present findings to colleagues or clients in a professional manner.
• Project Management: Excellent organizational skills with attention to detail. Able to manage multiple projects and deadlines, demonstrating ownership of tasks and reliability in delivery.
• Interest in Investments: A general interest in financial markets and particularly in real assets investing. Up-to-date awareness of economic and market trends is a plus.
• Technical Skills: Proficiency in standard business software (e.g. Microsoft Office suite – Excel, PowerPoint, Word). Ability to quickly learn proprietary tools and research databases.
• Professional Qualifications: Progress toward or intention to pursue relevant certifications such as CFA or CAIA, is highly regarded. We value commitment to professional development. (Candidates who have already attained any of these qualifications are also strongly encouraged to apply.)
• Work Authorization: Must be legally authorized to work in the United States on a permanent basis (WTW cannot provide visa sponsorship for this role).
• Location Flexibility: This is a hybrid role, so candidates should be based near Chicago, New York, or Philadelphia, and able to commute to the office at least three days a week. No significant travel is required for this role (occasional business travel for team meetings or conferences may occur, but is not a regular expectation).

Study Support

WTW is committed to supporting your professional growth. New analysts in the Investments business can access a competitive study support program for exams such as the CFA. This includes:

• Provision of study materials and access to preparatory courses,
• Sponsorship of exam registration and sitting fees,
• Paid study leave prior to exam dates,
• Coverage of professional membership fees (e.g. CFA Institute membership), and
• Financial rewards or recognition for passing exams.
   

If you choose to pursue qualifications like the CFA or CAIA, you will be joining a culture that encourages and values continuous learning. Our goal is to help you build a strong technical foundation in investments as you progress in your career.

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 $70,000.00-$90, 000.00 USD annually.

This role is also eligible for an annual short-term incentive bonus.

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

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

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 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 (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

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.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
 

EOE, including disability/vets