Analyst, Investment Consulting - Chicago Illinois

Company: Willis Towers Watson
Location: Chicago, Illinois
Posted On: 01/13/2025

DescriptionAs 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.This is a hybrid role, with the expectation of being present in the office at least three days each week.QualificationsThe Requirements

• Undergraduate degree with up to 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 deadlinesPerformance ObjectivesExcellence
  • Produce quarterly reports for delivery to clients by pre-determined deadlines
  • Support team members in the construction and delivery of presentations to clientsPeople
    • Build relationships internally and collaborate effectively on cross-functional teams
    • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levelsClients
      • Work together as part of dedicated client teams providing a variety of services to clients
      • Deliver on projects to meet or exceed client expectationsCompensation and BenefitsThe base salary compensation range being offered for this role is $70,000 to $85,000 USD per year. The role is also eligible for an annual short-term incentive bonus.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). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.EOE, including disability/vets
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