Strategic Investment Specialist

1 day ago


Sydney, New South Wales, Australia WTW Full time

About Us

At WTW, we are dedicated to helping clients achieve their investment goals through innovative research and careful analysis.

The role of Strategic Investment Specialist is an exciting opportunity for a talented individual to join our high-performing team and contribute to the development of tailored investment solutions for our clients.

The Role

  • As a Strategic Investment Specialist, you will work closely 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.
  • You will develop technical knowledge of investments across asset classes, WTW's 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, is a key aspect of this role.
  • You will build strong relationships internally and collaborate effectively on cross-functional teams to deliver exceptional results for our clients.
  • 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 are essential responsibilities.
  • 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.

About You

  • We are seeking a highly motivated and experienced Strategic Investment Specialist to join our team.
  • A strong understanding of investments and asset classes, as well as excellent communication and interpersonal skills, are essential for this role.
  • Salary: $80,000 - $110,000 per annum, depending on experience.

What We Offer

  • A competitive salary package
  • Ongoing professional development and training opportunities
  • A collaborative and inclusive team culture
  • The opportunity to work with a leading global organization in the investment industry


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