WTW · 3 hours ago
Investment Solutions Analyst#
1900 Market Street, Philadelphia, PA, 19103, US
Full-time
Onsite
Entry, Mid Level
2+ years expWTW is seeking an Investment Solutions Analyst to work with the US Growth Team. The role involves supporting the development of custom solutions for clients, providing investment analysis, and assisting in business development efforts.
ConsultingInformation TechnologyInsuranceMedicalService Industry
No H1B
Responsibilities
Using your expanding knowledge of the retirement plan landscape to assist the Growth Team to support the US Investments business
Support the creation of customized client solutions to meet their unique needs
Perform analysis and create sales materials for proposals
Manage multiple assignments in a collaborative manner
Commitment to customize and deliver a 'best in class' service to internal stakeholders in a timely and effective manner
Support team members in the construction and delivery of presentations
Ensure all work is delivered in accordance with professional excellence requirements
Build strong relationships internally and externally and collaborate effectively
Qualification
Required
2-5 years of experience in financial services environment
Understanding financial markets and institutional investing
High attention to detail with a track record of delivering accurate, high quality work
BS or BA from accredited university, progress toward CFA or MBA a plus
Strong proficiency in English communication, both written and verbal, is essential to effectively collaborate with the Growth team and global stakeholders
Advanced Excel
Preferred
Prior experience in investment industry, actuarial background or pension plans is a plus
Company
WTW
WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.75B2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity
Leadership Team
Andrew Krasner
Chief Financial Officer
Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
Recent News
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Company data provided by crunchbase