Careers - investment analyst

This job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Description

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.

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The Business

The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios. This is delivered to clients by providing expert advice on their investments and decision-making processes, making investment decisions on their behalf through delegated investment services and providing investment tools. Our clients are a diverse range of institutional investors, including corporate pension plans, defined contribution plans, and more. As a trusted partner to over 1,200 clients, we advise on over $2.6 trillion of global assets.

The Role

You will be part of a collaborative team, working alongside some of the industry’s top consultants, researchers, and portfolio managers.

The Investment business offers a range of career paths to suit individual skills and interests. Whether your career path focuses on deep research of global asset classes, managing risk utilizing sophisticated modelling, improving investment outcomes through expert advice, or implementing innovative investment solutions. Our ultimate mission is to create better and more sustainable outcomes for plan beneficiaries.

As an Investment Analyst you will work in one or more of the following teams:

• Content – our content team works to identify and build portfolios of the best investment ideas for our clients. Your work will involve following our manager research process to form views on investment strategies across asset classes. You will then leverage these insights combining them with top down and asset class research with best-in-class analytics to construct portfolios for clients. This could be in a multi asset framework as well as asset class specific portfolios (such as equities, alternative credit, real assets and liquid alternatives).
• Client Consulting – you will support client teams that manage client relationships, offering best-in-class investment advice and innovative solutions. Some of the client projects you will complete may include investment strategy, liability hedging, portfolio construction, investment performance calculations, investment manager searches and selection, portfolio and investment manager monitoring and preparation of materials for client meetings.

We support our graduates to develop a broad range of technical and soft skills. This includes training from subject matter experts, working on a variety of projects across functions and teams and the opportunity to network with colleagues across and beyond our Investment team. This breadth of knowledge across the investment spectrum will allow you to identify which topics you find most interesting and explore them further. There are also opportunities to contribute to developing our intellectual capital and other Investment business initiatives.

This is an in-office or hybrid role, with the expectation of being present in the office at least three days each week. Position placement will be in one of the following offices: Pittsburgh, PA; Philadelphia, PA; Atlanta, GA; Chicago, IL; or New York, NY. Please note, Pittsburgh and Atlanta offices will only support Client Consulting hires.

Qualifications

Role Requirements.

• Successful completion of the Summer 2025 Investment Internship program at WTW
• Progress towards a bachelor’s degree and a minimum GPA of 3.0 shown on resume (no major/minor specification)
• Desire and commitment to complete CFA level 1 professional qualification
• Proactive team player
• Clear communicator verbally and in writing
• Project management skills, with attention to detail and the ability to meet deadlines
• A desire to learn with a general interest in financial markets
• Problem solving skills, demonstrating intellectual curiosity and critical thinking
• Knowledge of spreadsheet and presentation computer software, for example Microsoft Office or similar
• This is a hybrid position that requires you to be local and able to commute to one of the following offices: Pittsburgh, PA; Philadelphia, PA; Atlanta, GA; Chicago, IL; or New York, NY.
• Able to work legally in the United States indefinitely and without Visa sponsorship
• Accepting applications from candidates that graduate with a bachelor’s or master’s degree between May 2025 through June 2026

Successful applicants will be eligible for a comprehensive exam study program, including:

• Study materials and tutorials
• Exam fees
• Paid study leave
• Professional membership fee
• Reward for exam success

Graduates joining the Investment business are expected to study for CFA level 1, providing robust technical investment grounding. Graduates will be supported to complete all CFA levels if they choose to do so.

The Application-Interview Process

Step 1: Online application, including resume/CV

Step 2: Online assessments and Video Interview

Step 3: Virtual Interview with business

Step 4: Offer and on-boarding

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 - $75,000 USD. 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)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [email protected].

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.