Investment Analyst - GB Pensions Team

Together we transform tomorrows.

Do you want to be part of a strategic project, focused on innovation and excellence, delivering client value? The Lisbon Regional Delivery Center (Lisbon Center) is a WTW center of excellence that enables WTW’s business operations and consulting teams in their grow, simplify and transform strategy, with stakeholders in the United Kingdom (UK) and Western Europe (WE). The Lisbon Center is in place for more than 15 years and works in close partnership with consulting teams, software developers, business specialists as well as with WTW remaining Regional and Global centers. 

Today the Lisbon Center has more than 400 colleagues that collaborate with strong commitment to WTW values: Client Focus, Teamwork, Excellence, Integrity and Respect.

Investment, Retirement, Health and Benefits, Corporate Risk and Broking, Outsourcing, Employee Experience, Enterprise Technology and Finance are some of the areas that the Lisbon Center works with. 

As part of the Lisbon Center and Investment Consulting Team, you'll play a pivotal role in supporting our consultants in the investment consulting offices.

This is an exciting opportunity to contribute to a high-performing team and make a significant impact on our clients' success. If you're ready to take on a challenging and rewarding role, we invite you to join us!

The Role

The Investment Consulting Analyst is a client-facing, analytical role supporting consultants to provide advice to clients on a range of investment-related services.  

The role focuses on investment strategy, asset allocation, risk management, and performance monitoring, combining analytical expertise with strong communication skills.

You will work in a collaborative environment alongside consultants, portfolio managers, and specialist teams, contributing to high-impact client solutions and strategic investment decisions.

You’ll collaborate on a wide range of projects and responsibilities will include:

• performance reporting, measurement and evaluation

• strategic setting of investment objectives

• strategic asset allocation, using asset-liability modelling and risk analysis tools and techniques

• portfolio construction, including investment management structures and selection

• investment manager monitoring

• review of sustainable investment characteristics of investment structures

• Support team members in the construction and delivery of presentations to clients

• regulatory support, including preparing statements of investment policy, implementation statements and assisting with preparation of pension scheme accounts.  

Be part of a global investment consulting team shaping the financial future of leading institutions. From day one, you will work on real client challenges, build highly valued technical and advisory skills, and gain exposure to complex projects across international markets. If you’re looking for a role where you can learn fast, take ownership, and make a visible impact. This is your opportunity to accelerate your career in a fast-paced and collaborative environment.

The Requirements

Qualifications

• A degree in Business, Econmics, Finance, Mathematics, or in other quantitative studies. Other qualifications may be considered based on experience;
• Progress toward or completion of the CFA is highly valued;
• 1–5 years of relevant experience; 
• Fluent speaking/writing in English;     
• Strong communicator, detail oriented, numerical, and flexible;
• Proficiency in IT tools, in particular MS Office such as Excel;
• Can-do attitude with a strong sense of responsibility;

• You thrive in collaborative team environments and enjoy working with others to achieve our goals; 

• You have strong project management skills and good organizational abilities as well as an aptitude for managing multiple tasks at the same time.

   

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.