Get AI-powered advice on this job and more exclusive features.As an Investment Solutions Analyst, you will work with the US Growth Team.
Your responsibilities include supporting the development of custom solutions for clients, providing investment analysis, assisting in proposals and related materials, and supporting new business and product development efforts.The RoleUtilize your knowledge of the retirement plan landscape to support the US Investments business.Support the creation of customized client solutions tailored to their needs.Perform analysis and develop sales materials for proposals.Manage multiple assignments collaboratively.Deliver exceptional service to internal stakeholders promptly and effectively.Assist team members with presentations.Ensure all work meets professional excellence standards.Build strong internal and external relationships and collaborate effectively.The Requirements2-5 years of experience in a financial services environment.Understanding of financial markets and institutional investing.High attention to detail with a record of delivering accurate, high-quality work.Bachelor's degree from an accredited university; progress toward CFA or MBA is a plus.Equal Opportunity EmployerSeniority levelAssociateEmployment typeFull-timeJob functionConsulting, Other, and Accounting/AuditingIndustriesFinancial Services, Business Consulting and Services, Investment Management
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📌 Investment Solutions Analyst (Xico)
🏢 WTW
📍 Xico