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About the Role
The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios by providing expert advice, delegated investment services, and investment tools. Our mission is to create better and more sustainable outcomes for plan beneficiaries.
Responsibilities
- Identify and build portfolios of the best investment ideas for clients.
- Follow manager research processes to form views on investment strategies across asset classes.
- Leverage insights, combine them with top-down and asset class research, and use analytics to construct portfolios.
- Support client teams in managing client relationships and offering investment advice.
- Complete client projects including investment strategy, liability hedging, portfolio construction, and investment manager searches.
- Develop a broad range of technical and soft skills through training and project work.
- Contribute to developing intellectual capital and other business initiatives.
Requirements
- Must have completed the Summer 2026 Investment Internship at WTW.
- Progress towards a bachelor’s degree with a minimum GPA of 3.0.
- Desire and commitment to complete CFA level 1 professional qualification.
- Proactive team player.
- Clear communicator verbally and in writing.
- Project management skills with attention to detail and ability to meet deadlines.
- Desire to learn with a general interest in financial markets.
- Problem-solving skills, demonstrating intellectual curiosity and critical thinking.
- Knowledge of spreadsheet and presentation computer software (e.g., Microsoft Office).
- Able to work legally in the United States indefinitely and without Visa sponsorship.
- Accepting applications from candidates graduating with a bachelor’s or master’s degree between May 2026 through June 2027.
Skills
- Manager research
- Portfolio construction
- Investment strategy
- Liability hedging
- Investment performance calculations
- Investment manager searches and selection
- Portfolio and investment manager monitoring
- Microsoft Office
- Spreadsheet software
- Presentation software
Location
- New York, NY
Work Type
- In-office
- Hybrid
Experience Level
- Graduate
Education Level
- Bachelor's degree progress
- Master's degree
Salary/Compensations
- $73,000 - $75,000 USD per year
- Eligible for an annual short-term incentive bonus
Benefits
- Comprehensive exam study program (study materials, tutorials, exam fees, paid study leave, professional membership fee, reward for exam success)
- Support to complete all CFA levels
- Medical (including prescription coverage)
- Dental
- Vision
- Health Savings Account
- Commuter Account
- Health Care and Dependent Care Flexible Spending Accounts
- Group Accident
- Group Critical Illness
- Life Insurance
- AD&D
- Group Legal
- Identify Theft Protection
- Wellbeing Program
- Work/Life Resources (including Employee Assistance Program)
- Paid Holidays
- Annual Paid Time Off
- Short-Term Disability
- Long-Term Disability
- Other Leaves (Bereavement, FMLA, ADA, Jury Duty, Military Leave, Parental and Adoption Leave)
- Paid Time Off (Washington State only)
- Contributory Pension Plan
- Savings Plan (401k)
About the Company
- We are in the business of transforming tomorrows.
- The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios.
- We advise on over $2.6 trillion of global assets for over 1,200 clients.
- Our clients are a diverse range of institutional investors, including corporate pension plans and defined contribution plans.
Equal Opportunity
- Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
- EOE, including disability/vets