Job Information
WTW Investment Analyst in Montreal, Quebec
The Role
As an Investment Analyst, you will work with consultants to provide first class advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, statements of investment policy and global research services.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Tasks
Produce quarterly reports for delivery to clients by pre-determined deadlines
Support team members in the construction and delivery of presentations to clients
Build strong relationships internally and collaborate effectively on cross-functional teams
Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
Work together as part of dedicated client teams providing a variety of services to clients
Deliver on projects to meet or exceed client expectations
This role is hybrid with regular attendance to the office (expected 3 days per week)
The Requirements
Bachelor’s or master's degree required in one of the following disciplines: finance, economics, administration, actuarial sciences, or related field with heavy quantitative emphasis
Progress towards relevant professional qualifications such as CFA, FSA are considered an asset
0-2 years of experience
Interest in financial markets
Strong oral and written communication skills
Comfortable in a team environment
Attention to detail
Working knowledge of with Office, more importantly Excel
Ability to work independently and manage time and projects individually
Excellent oral and written communication skills in French and English
Equal opportunity employer