Investment Consulting Analyst
2 weeks ago
WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has over 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com.
As a leading investment consulting firm, we help organizations manage investment complexity, establish risk tolerance and improve governance. We are a global investment consulting practice providing advice to institutional investors (primarily defined benefits and defined contribution plans) in the areas of asset allocation, investment policy, investment manager evaluation and research, investment performance evaluation and miscellaneous investment research.
The Role
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.
We welcome the opportunity to discuss your working preferences as we offer work location flexibility.
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
- Build relationships internally and collaborate effectively on cross-functional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- 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 0-3 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
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 to $80,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
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 paid 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
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
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.
EOE, including disability/vets
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
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