Senior Analyst, Investment Client Consulting

WTW group; Atlanta (GA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401k plan

Job summary

WTW group is a hybrid, client-facing associate role delivering strategic investment advice to institutional clients. The position sits between an entry-level Investment Analyst and Associate consulting roles, blending analysis, client coordination, and project management.

You will collaborate with Senior Consultants and teams to prepare client materials, support investment decision-making, and grow your investment expertise.

Qualifications

• 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 working in a collaborative team environment and interacting with clients and colleagues at different levels.
• Progress toward the CFA designation is preferred but not required; support for CFA Level I within first year.

Responsibilities

• 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 workstreams and projects that meet or exceed client expectations while escalating risks or issues appropriately.

Skills

Analytical skills

Communication skills

Excel

Education

Bachelor's degree

Tools

Excel

Job description

Description

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 workstreams.

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 workstreams 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.

Qualifications

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 working in a collaborative team environment and interacting with clients and colleagues at different levels.
• Working knowledge of Excel; experience preparing client reports, presentations, or investment analysis is preferred.
• Progress toward the CFA designation is preferred but not required. Candidates will be encouraged and supported to register for the CFA Level I exam within their first year of employment if not already pursuing the designation.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $75,000 to $90,000 USD per year.

The role is also eligible for an annual short‑term incentive bonus.

Company Benefits

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

• Health and Welfare Benefits: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 and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits:Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short‑Term Disability, Long‑Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave),Paid Time Off
• Retirement Benefits:Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non‑qualified Deferred Compensation and Deferred Savings Plans.

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

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.