Investment Analyst

Responsibilities

• Collect necessary financial information and statements from clients and custodians
• Obtain and manage information regarding investment managers
• Review client pension plan Assets Under Management (AUM) on a monthly basis
• Calculate returns for individual accounts and total plans using financial statements
• Maintain constant communication with the Client team to ensure high-quality delivery
• Support various business needs and investment management requirements

Requirements

• 1-3 years of experience in investment operations, trade support, or a similar role
• Strong interest in financial markets, institutional investing, and investment management
• Proficiency in Microsoft Excel and working knowledge of databases
• Proficient in both oral and written English
• Strong organizational, project management, and collaborative communication skills

About the Company

WTW is a leading global advisory firm that helps clients manage risk and optimize outcomes. Our colleagues serve more than 140 countries and markets around the world, providing expertise across risk, broking, and human capital.