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Investment Solutions Analyst#

WTW
Posted 2 months ago, valid for 15 days
Location

Philadelphia, PA 19102, US

Salary

$95,000 - $114,000 per year

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Contract type

Full Time

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Sonic Summary

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  • The Investment Solutions Analyst will work with the US Growth Team to develop custom solutions for clients.
  • This role requires at least 3 years of experience in investment analysis and proposal creation.
  • The position offers a salary range of $70,000 to $90,000 per year, depending on experience.
  • Responsibilities include managing multiple assignments, supporting team members, and ensuring professional excellence in all work.
  • Candidates must have a commitment to delivering high-quality service and building strong relationships internally and externally.

As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development and product development efforts.

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

 

The Role

  • Using your expanding knowledge of the retirement plan landscape to assist the Growth Team to support the US Investments business. 
  • Support the creation of customized client solutions to meet their unique needs. 
  • Perform analysis and create sales materials for proposals. 
  • Manage multiple assignments in a collaborative manner. 
  • Commitment to customize and deliver a “best in class” service to internal stakeholders in a timely and effective manner.
  • Support team members in the construction and delivery of presentations. 
  • Ensure all work is delivered in accordance with professional excellence requirements. 
  • Build strong relationships internally and externally and collaborate effectively. 



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