Portfolio Management Analyst

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has over 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com. 

As a leading investment consulting firm, we help organizations manage investment complexity, establish risk tolerance and improve governance. We are a global investment consulting practice providing advice to institutional investors (primarily defined benefits and defined contribution plans) in the areas of asset allocation, investment policy, investment manager evaluation and research, investment performance evaluation and miscellaneous investment research. 

The Role

As an Investment Analyst, Portfolio Management you will work as part of our delegated portfolio management team, combining top-down and bottom-up manager and asset class research and best in class analytics to direct portfolio investment decisions. You will be managing portfolio exposures across both multi-asset portfolios, as well as asset class specific funds (such as equities, alternative credit, real assets and liquid alternatives).

We welcome the opportunity to discuss your working preferences as we offer work location flexibility.

Performance Objectives:

Excellence

• Produce quarterly reports for delivery to clients by pre-determined deadlines
• Support team members in the construction and delivery of presentations to clients

People

• Build relationships internally and collaborate effectively on cross-functional teams
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

Clients

• Work together as part of dedicated client teams providing a variety of services to clients 
• Deliver on projects to meet or exceed client expectations

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

Responsibilities

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Qualifications

The Requirements

• Undergraduate degree with 1-3 years of experience
• Progress towards CFA desirable
• Interest in financial markets
• Oral and written communication skills
• Comfortable in a team environment
• Attention to detail
• Working knowledge of Excel
• Ability to work independently and manage time and projects individually
• Ability to deliver high-quality work while meeting deadlines
   

Compensation

The base salary compensation range being offered for this role is $60,000 to $80,000 CAD per year.

This role is also eligible for an annual short-term incentive bonus.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer