Investment Analyst

3 days ago

Melbourne, Victoria, Australia WTW Full time

Bring your passion for helping clients to invest today for a more sustainable tomorrow to our high-performing, inclusive and diverse team. We add value through innovative research, careful analysis and capable execution to develop tailored investment solutions for our clients.

The role gives exposure to all our content and technical functions, including working with manager and asset class research, investment strategy and portfolio construction, sustainability research, business strategy and governance.

The role provides an excellent opportunity for someone to further develop their investment skills and allows direct engagement with clients, asset managers and industry bodies.

The Role

  • Working with experienced client-facing consultants and analysts to provide high-quality investment advice and implementation to institutional clients, including superannuation funds, redundancy and long service leave schemes, insurance companies, private wealth, endowments and foundations.
  • Supporting and mentoring more junior analysts and contributing to a collaborative and inclusive culture
  • Developing technical knowledge of investment across asset classes, WTW investment processes, other house views and best practices through on-the-job learning, internal and external training and access to further study and mentoring
  • Engaging and establishing professional relationships with various industry participants, including Boards, Investment Committees, fund executives and investment managers
  • Building strong relationships internally and collaborating effectively on cross-functional teams
  • Supporting other team members in carrying out quantitative analysis, assisting in the construction and delivery of client reports across a range of different investment topics and asset classes, and contributing to a collaborative and inclusive team culture
  • Thinking creatively in the development of new content, tools and approaches to keep us at the forefront of best practice.
  • Working with the global sustainability team to help clients adapt to the challenges posed by climate change and other sustainability-related risks and opportunities
  • In addition to working directly with clients on their investment portfolios, there is scope to work with our investment strategy, portfolio management, sustainability and investment governance functions

The Requirements

  • 2-5 years relevant experience or exposure to investment advisory or asset management is favourable but not essential
  • A university degree in an area that has helped you develop your analytical and communication skills, such as commerce, finance, science, engineering or arts.
  • Strong project management and organisational skills, with the ability to work on multiple tasks simultaneously
  • The ability to work collaboratively with colleagues and clients and contribute positively to the wider Investments team culture
  • The ability to utilise your written and verbal communication skills to formulate and present recommendations clearly and concisely
  • Being adaptive, fast-learning, reliable, well-organised, and detail-oriented
  • A willingness and ability to learn and upskill across an evolving landscape and new emerging practices
  • Excellent ability to communicate ideas to colleagues and stakeholders
  • Demonstrated interest in investments and a desire to deepen knowledge over time
  • Commitment to completing further relevant study, such as CFA or actuarial qualifications (for which WTW provides generous support)
  • A passion for investing today for a more sustainable tomorrow

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

Why Join WTW?

WTW provides a competitive benefits package which includes the following (eligibility requirements apply):

  • Annual bonus
  • Company paid salary continuance insurance
  • Life and TPD insurance
  • Hybrid working
  • Networks (Gender, Wellbeing, Pride)
  • Career Growth – internal opportunities and development programs

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more.

At WTW, we believe that a culture of inclusion and diversity is critical to our business. It's not a separate initiative – rather it's fundamental to everything we do. We are an equal-opportunity employer who is committed to fostering an inclusive work environment and embrace diversity including gender, nationality, disability, age, marital/parental status, ethnicity, gender identity and sexual orientation. We welcome applications from people from all backgrounds.

In the spirit of reconciliation, WTW acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.

We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.


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