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Analyst, Investment Consulting

3 weeks ago

Montréal, Canada WTW Full time

**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)

**The Requirements**
- 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
- EOE, including disability/vets_