Investment Analyst

Our Middle Market Team provides investment advisory and fiduciary support services to mid-size investment clients.

This is an entry level position with overall responsibility for supporting the Investment Associates and Consultants in maintaining client relationships. The Analyst will have a wide range of responsibilities including performance reporting, invoicing, ongoing investment monitoring and analysis, and communicating with external vendors to obtain information for clients.

The ideal candidate will have a four year degree in finance or a similar business-related field and will be able to learn quickly and manage their time effectively to support the associates with client deliverables.

We trust our colleagues to work in a variety of settings. This role is hybrid, based in Tampa, Florida.

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

The Role

Client Support

• Gather asset reports from vendors for creating client investment reports


• Produce client investment reports and meeting presentations with high attention to detail


• Assist with the client invoicing process on a quarterly basis


• Maintain organized files and documentation on client information and outstanding tasks in coordination with associates


• Attend client meetings to dictate meeting notes/minutes as needed


• Perform ad hoc tasks to help support client relationships


• Perform client and consultant requests as needed

Consultant Support

• Maintain standardized materials that can be used across the practice


• Support associates and consultants in the construction of client presentations


• Assist with the production of industry benchmarking reports appropriate for clients


• Support vendor search projects for clients


• Prepare fee & service benchmarking reports


• Perform other tasks as needed to support the overall practice

Investments

• Produce investment performance reports for clients


• Assist with ongoing monitoring and due diligence of investment managers


• Provide assistance with investment searches for hiring investment managers


• Complete investment fee benchmarking and share class analyses


• Assist with target date due diligence reporting and stable value analyses as needed


• Help associates conduct investment menu structure reviews

The Requirements

• Bachelor’s degree in business (Finance or related field preferred)
• Ability to establish priorities, work independently, and coordinate with other team members
• Strong organization and time management skills required to balance multiple projects and ensure timely completion of client deliverables
• Excellent verbal and written communication skills with internal and external contacts
• Strong computer skills including Microsoft Office (Word, Excel and Power Point), and ability to learn new systems and technologies

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

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.