Analyst, Investment Consulting - Québec, Canada - Willis Towers Watson

Willis Towers Watson

Verified Company

Québec, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Analyst, Investment Consulting

Montreal, CA

August 03, 2023

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 predetermined deadlines
Support team members in the construction and delivery of presentations to clients
Build strong relationships internally and collaborate effectively on crossfunctional 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
02 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