Title Investment Analyst – Client Consulting
Job Position Investment Analyst
Employer Willis Towers Watson
Job Location Sydney
Short Description

Unlock your potential.

At Willis Towers Watson Investment, we advise large institutional investors, such as super funds, insurers and endowments on their long-term investment strategies.  Collectively our Australian clients manage more than $300 billion in assets and are amongst the most innovative and successful institutional investors in Australia.  Our clients typically invest in a portfolio of diverse, global investments with the ultimate goal of generating long-term real returns at a rate sufficient to meet their stakeholders’ requirements. We add value by developing tailored investment solutions for our clients which are expected to meet these return objectives, but importantly, also take into account each client’s tolerance for investment risk, complexity, fee budgets and any other specific requirements. From idea, to innovative research to careful analysis and capable execution, we partner with our clients to give them a competitive edge.


As an Investment Analyst you will work with consultants to assist in providing first class advice to a range of clients on a broad suite of services including: investment governance advice, risk budgeting, strategic and dynamic asset allocation, portfolio construction, manager selection and monitoring. In joining Willis Towers Watson, you will gain valuable insight from leading industry experts, on the job, every day. You will gain expertise in a variety of investment areas, with potential over time to specialise in those which interest you most.

This opportunity would be suitable for a recent graduate or a graduate with some experience looking to commence or continue a career as an investment analyst.


The Role:

  • Build technical knowledge of investment across asset classes, Willis Towers Watson investment processes, other house views and best practice
  • Analyse the risk and return characteristics of different asset classes and portfolios using both quantitative models and qualitative methods in order to develop skills in investment strategy, risk budgeting and portfolio construction
  • Research and assess fund managers’ investment offerings
  • Draft reports for clients on different investment topics, including (but not limited to) investment governance, risk budgeting, asset allocation, portfolio construction and investment manager capabilities
  • Engage with various industry participants including fund executives and investment managers
  • Build strong relationships internally and collaborate effectively on cross-functional teams
  • Support other team-members in carrying out quantitative analysis, assisting in the construction and delivery of client reports and contribute to a collaborative and inclusive team culture
  • Work with experienced client facing consultants to iteratively design investment solutions for our clients, which are presented well and in a timely manner
  • Take accountability for your agreed deliverables, ensuring achievement of deadlines for your quality contribution into the finalised work product
  • Establish and develop professional relationships with clients via a combination of email, telephone and face-to-face contact
  • Liaise with members of the wider investment team (both locally and offshore) in order to gain the necessary data/information to provide value-adding solutions to clients
  • Co-ordinate the workflow of client assignments, which includes timely escalation of any issues to consultants
  • Support achievement of our team’s financial goals by working efficiently and identifying and raising with colleagues any process improvement suggestions
  • Contribute to sales and marketing efforts by drafting proposals and responses to RFP’s

The Requirements:

  • A university degree in finance, commerce, economics, actuarial studies or other relevant discipline
  • A strong desire to develop a career in investment
  • Commitment to completing either CFA or actuarial qualifications (for which Willis Towers Watson provides generous support)
  • A desire for intellectual stimulation and challenge 
  • Strong ability to balance lateral thinking with pragmatism
  • Strong analytical skills, logical thought processes and strong numeracy
  • Strong attention to detail and accuracy in all work
  • Ability to utilise your written and verbal communication skills to formulate and present recommendations clearly and concisely
  • A natural affinity with people and the ability to work collaboratively in a team environment
  • Strong project management/organisational skills, with the ability to work on multiple tasks simultaneously


Please provide a copy of your most recent academic transcript with your application.


Applicants must have Australian or New Zealand citizenship or hold a valid and appropriate permanent working visa.  Willis Towers Watson is an equal opportunities employer and does not discriminate on any basis.  We support flexible working and this role will be considered on a flexible basis.

Date Posted  
Expires No expiry date 
Contact Details

How to join us

Applications must be submitted online at our careers page, please visit https://careers.willistowerswatson.com/, search Australia and click on Job ID:27289. Please complete the online application form and upload your CV and a covering letter setting out why you’d like to join Willis Towers Watson.