Senior Analyst, Investment Client Consulting

As a member of a dedicated client team, you will help deliver strategic advice and investment solutions to institutional investment clients, including corporations, retirement plans, and other organizations. This client-facing associate role is positioned between an entry-level Investment Analyst and Associate consulting roles. You will combine hands‑on analytical and delivery responsibilities with growing ownership of client coordination, project management, and day‑to‑day relationship support.

Working closely with Senior Consultants, Associates, and colleagues across WTW, you will prepare and review client materials, support investment decision‑making, coordinate recurring and project‑based deliverables, and help ensure a responsive and high‑quality client experience. Over time, you will deepen your investment expertise, strengthen your consulting and client‑management skills, and take on increasing responsibility for client relationships and work streams.

The Role

Client Relationships and Delivery

• Support Consultants, Associates, and broader client teams in delivering high‑quality investment consulting services.
• Coordinate recurring client deliverables, meetings, follow‑up activities, and project plans, ensuring commitments are accurate, well organized, and completed on schedule.
• Produce quarterly performance reports and other recurring client materials by established deadlines.
• Prepare and contribute to presentations, meeting materials, investment communications, and client recommendations.
• Deliver defined work streams and projects that meet or exceed client expectations while escalating risks or issues appropriately.

Investment Analysis and Insights

• Conduct analysis to support the development, implementation, and monitoring of client investment objectives, asset allocation, investment policies, and investment management structures.
• Review analytical outputs and client deliverables for quality, accuracy, consistency, and alignment with client objectives.

Project Management and Quality

• Manage multiple priorities and deadlines across assigned client teams, balancing recurring production work with project‑based assignments.
• Plan and organize assigned work independently, communicate status clearly, and seek guidance when scope, timing, or client needs change.
• Help improve the efficiency, consistency, and quality of team processes, templates, and client deliverables.
• Use Excel and other relevant tools to analyze information, maintain accurate records, and support repeatable reporting processes.

Team and Collaboration

• Build effective relationships across WTW and collaborate with consultants, associates, clients, and subject matter experts.
• Contribute to a positive and inclusive team environment through knowledge sharing, constructive feedback, and dependable support.
• Demonstrate professionalism and sound judgment when working with clients and colleagues at all levels.

This is a hybrid role with the expectation of a minimum of 2‑3 days in the office.

Note that visa employment‑based non‑immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Requirements

• Bachelor's degree required.
• Approximately two to five years of investment‑related experience in investment consulting, financial services, or another analytical or client‑focused investment environment.
• Demonstrated interest in financial markets and a desire to build a career in investments.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to manage multiple priorities, work independently, and deliver accurate, high‑quality work within deadlines.
• Strong attention to detail, with the judgment to recognize when additional review or escalation is needed.
• Comfort…