Investment Analyst, Portfolio Management

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.

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

The Role

You will be part of a collaborative team, working alongside some of the industry’s top consultants. You will work on a wide variety of projects working for sophisticated clients, including many household names.

The investment business offers a range of career paths to suit individual skills and interests. Whether your career path focuses on implementing innovative investment solutions, deep research of global asset classes, managing risk through sophisticated modelling, improving investment outcomes through expert advice, and more.

You will work in one or more of the following teams:

• Manager Research

  – you will work as part of a research team, using robust research techniques to form a view of Investment managers across the world and across asset classes. This research contributes to building investment portfolios that seek to deliver differentiated investment outcomes, both from a return and risk perspective.



• Portfolio Management –

  you will work as part of our delegated portfolio management team, combining top-down and bottom-up manager and asset class research and best in class analytics to direct portfolio investment decisions. You will be managing portfolio exposures across both multi-asset portfolios, as well as asset class specific funds (such as equities, alternative credit, real assets and liquid alternatives).

Manager Research and Due Diligence:

• Assist in the evaluation and selection of investment managers across different asset classes.


• Conduct quantitative and qualitative analysis of potential and current managers.


• Prepare and present manager research reports to the investment team.

Portfolio Management:

• Work as part of our delegated portfolio management team where we have fidicuary responsibility over clients’ portfolios.


• Combine top-down and bottom-up manager and asset class research with best-in-class analytics to direct portfolio investment decisions.


• Manage portfolio exposures across both multi-asset portfolios and asset class-specific funds, such as equities, alternative credit, real assets, and liquid alternatives.

Client Service and Communication:

• Support the preparation of client presentations and reports.


• Respond to client inquiries and provide timely updates on portfolio performance and strategy.


• Assist in client meetings and presentations as needed.

Portfolio Analysis and Reporting:

• Assist in the preparation and maintenance of client portfolio reports.


• Conduct performance analysis and attribution for client portfolios.


• Monitor portfolio allocations and recommend rebalancing actions as needed.

Operational Support:

• Collaborate with the operations team to ensure accurate and efficient trade execution, settlement, and reporting.


• Maintain and update internal databases and systems with relevant investment information.

The Requirements

• Undergraduate degree with 1-3 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

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 base 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-$80,000 USD per year.

This 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 (Washington State only)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. If Level 38 or more senior role is in Washington State, you must add the retirement benefits paragraph to the job description. Please note: Producer Sales roles are not currently eligible for the WTW Pension Plan.

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.