Analyst, Investment Consulting - Toronto, Canada - WTW

WTW
WTW
Verified Company
Toronto, Canada

4 weeks ago

Sophia Lee

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Sophia Lee

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Description

As an analyst, you will work with other analysts, associates and consultants to support the client servicing efforts of the Canadian Investment practice.

Support will be required on a range of investment-related matters, including: performance measurement and evaluation, investment manager monitoring, strategic asset allocation, investment management structures, manager selection, statements of investment policy, and global research services.

Relocation is not offered for this position.

Note:
Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.


The Role

  • Produce quarterly reports by preparing written commentary and analysis for delivery to clients by predetermined deadlines
  • Collect data and perform calculations or analysis necessary to produce reports and support consultants
  • Support team members in the construction of decks for client presentations
  • Build relationships internally and collaborate effectively on crossfunctional teams
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
  • Work with client teams to provide a variety of services and deliverables
  • Deliver on projects to meet or exceed client expectation

The Requirements

  • Undergraduate degree with 1 to 3 years of experience
  • Interest in or progress towards the CFA is desirable
  • Interest in and knowledge of financial markets and defined benefit and defined contribution plans
  • Effective oral and written communication skills
  • Comfortable in a team environment
  • Ability to work independently and manage multiple deadlines, and projects
  • Attention to detail
  • Working knowledge of Excel, PowerPoint and Word
**Equal Opportunity Employer
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