Job Description

The Role

As an Investment Analyst, you will work with consultants to provide first class 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, statements of investment policy and global research services.

Tasks

• Produce quarterly reports for delivery to clients by pre-determined deadlines
• Support team members in the construction and delivery of presentations to clients
• Build strong relationships internally and collaborate effectively on cross-functional teams
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Work together as part of dedicated client teams providing a variety of services to clients
• Deliver on projects to meet or exceed client expectations
• The tasks will be performed in hybrid mode, with regular attendance to the office (expected 3 days per week)

• Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are considered an asset
• 0-2 years of experience
• Interest in financial markets
• Strong oral and written communication skills
• Comfortable in a team environment
• Attention to detail
• Working knowledge of with Office, more importantly Excel
• Ability to work independently and manage time and projects individually

Willis Towers Watson