Investment Analyst#

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 Mexico City 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.

• 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.

Equal Employment Opportunity