Investment Consulting Analyst Role

Investment Consulting Analyst Role

WTW is a renowned global advisory, broking, and solutions company, dedicated to empowering clients worldwide to transform risk into opportunities for growth. Established in 1828, WTW employs over 49,000 professionals across more than 140 countries. We deliver tailored solutions that manage risks, optimize benefits, develop talent, and leverage capital to enhance the strength of institutions and individuals. Our unique insights allow us to navigate the crucial intersections of talent, assets, and ideas—creating a dynamic formula for driving business performance. Together, we unleash potential.

As a leading investment consulting firm, we support organizations in navigating investment complexities, defining risk tolerance, and enhancing governance. Our global practice provides expert advice to institutional investors, focusing on defined benefits and defined contribution plans in areas such as asset allocation, investment policy, investment manager evaluation, research, performance assessment, and additional investment inquiries.

The Role

As an Investment Consulting Analyst, you will collaborate with consultants to offer clients expert advice across a variety of investment-related services. This includes setting strategic investment objectives, devising asset allocation strategies, structuring investment management frameworks, selecting investment managers, measuring and evaluating performance, monitoring managers, selecting custodians, providing transition advice, drafting statements of investment policy, and conducting global research.

We offer flexible work location arrangements and would love to discuss your preferences.

Performance Objectives:

• Excellence
• Prepare quarterly reports for clients, consistently meeting deadlines.
• Assist team members in developing and delivering presentations to clients.
• People
• Build strong internal relationships and collaborate effectively across teams.
• Engage confidently with clients and colleagues at all levels.
• Clients
• Work as part of dedicated teams to deliver a comprehensive array of services.
• Strive to meet or surpass client expectations on all projects.

Qualifications:

The Requirements

• Undergraduate degree with 1-3 years of relevant experience.
• Progress towards CFA certification is preferred.
• Demonstrated interest in financial markets.
• Strong oral and written communication abilities.
• Ability to thrive in a team environment.
• Meticulous attention to detail.
• Proficient in Excel.
• Able to work independently while effectively managing time and projects.
• Commitment to delivering high-quality work within specified timelines.

Compensation and Benefits

We are providing base salary and benefits information for transparency in accordance with state/local regulations. Please note that salary may vary based on an individual’s location, competencies, educational background, certifications, experience, performance, and revenue-generating potential.

Compensation

The base salary range for this role is $70,000 to $80,000 USD annually.

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

Company Benefits

WTW offers a competitive benefits package, which includes (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Flexible Spending Accounts (Health Care and Dependent Care), Life Insurance, Group Accident and Critical Illness, Identity Theft Protection, Wellbeing Program, and Employee Assistance Program.
• Leave Benefits: Paid Holidays, Annual Paid Time Off (including state/local paid leave where required), Short-Term and Long-Term Disability, and other leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, Parental Leave, and Adoption Leave).
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Senior roles may also qualify for Deferred Compensation and Deferred Savings Plans.

This position will remain open for a minimum of three business days from the posting date or until an appropriate candidate is selected.

EOE, including disability/vets