Client Consulting

London, England, United Kingdom

12/20/2024

Description

The Business:

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
  
  

People

• Build relationships internally and collaborate effectively on cross-functional teams
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
  
  

Clients

• 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 2-5 years of experience
• 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
  
  

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.