The Business

The Investments business aims to create sustainable competitive advantage for clients in their investment portfolios. This is delivered to clients by providing expert advice on their investments and decision-making processes, making investment decisions on their behalf through delegated investment services and providing investment tools.

Our clients are a diverse range of institutional investors, including large pension funds, sovereign wealth funds, endowments, foundations and family offices. As a trusted partner to over 1,300 clients, we advise on over $4.7 trillion of global assets and have discretion over more than $170 billion of assets globally.

Clients require portfolios that are tailored to their goals, are cost effective and deliver strong returns with controlled risk. As an innovative firm with multi-asset capability and a fiduciary mind-set, the team can change the way clients govern themselves and invest as well as influence the way the investment industry operates – our ethos is ‘Investing today for a more sustainable tomorrow.’

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

The Role – Graduate Investment Analyst

Closing Date: 30th September 2024

As a Graduate Investment Analyst , you’ll be an integral part of our collaborative team, working alongside industry-leading consultants. Your role will involve diverse projects for sophisticated clients, including well-known household names. Our Investments business offers various career paths tailored to individual skills and interests. Whether you’re passionate about deep research on global asset classes, risk management through sophisticated modelling, providing expert investment advice, or implementing innovative solutions, we’ll support you in achieving either a CFA or Actuarial qualification.

As a team member you’ll be involved in some, or all, of the below depending on your team:

Client Consulting Team:

• Contribute to managing client relationships

• Offer best-in-class advice and solutions across different asset owners

• Develop client centric investment strategy

• Develop liability hedging strategy

• Monitor portfolio performance

Content Team:

• Develop a deep understanding of investment manager strategies

• Learn the principles of building a robust investment portfolio

• Conduct deep research on global financial markets, asset classes, investment strategies and investment managers

• Produce portfolio analytics, modelling and reports

• Incorporate sustainable investing philosophy

You’ll collaborate with specialist teams to construct and implement efficient investment portfolios aligned with the client risk and return objectives. Our clients include Defined Benefit (DB) pension schemes, Defined Contribution (DC) pension schemes, Wealth Managers, Investment Trusts, Endowments, Foundations, Insurance Companies and Charities.

At WTW , we value flexibility and embrace a hybrid working model. This means you’ll have the opportunity to work both in the office and can work remotely. Our approach supports colleagues in developing the skills they need to succeed and reflects our collaborative culture. In the initial few months graduates are asked to be in the office for four days per week to support the learning curve and development of a team network. Thereafter, uou can expect to spend at least three days in the office each week.

As part of our forward-thinking organisation, you’ll thrive in an inclusive environment that values diverse perspectives. Our mission is clear: to create better outcomes for end savers.

Learning and Development

We are committed to providing continuous professional development to all our colleagues. For graduates specifically, we provide:

• An induction process where you can learn what our business does, what resources are available, and build your peer network

• A series of investment-specific classroom trainings (both technical and soft-skills)

• On-the-job experiences allowing you to see the immediate impact of your work

• Opportunities to work on a diverse range of client projects with experienced professionals

• A formal mentorship programme in addition to your individual people manager

• An on-demand and comprehensive catalogue of online skills training

• Analyst-specific business updates

We will continue to provide additional support for you throughout your career at WTW.

Study support

Graduates also receive a highly competitive study support package for Actuarial or CFA exams. This package includes:

• Study materials and tutorials

• Exam sitting fees

• Generous paid study leave

• Membership fees

• Mentorship

Salary increases for exam success (on top of potential increases awarded as part of annual review)

The Requirements

• Minimum 2:1 degree in any discipline

• Interest in financial markets

• Comfortable working with numbers

• Comfortable working as part of a team

• Curious mindset

The Application Process

Stage 1: Online application, including CV

Stage 2: Invitation to complete online assessment and a video interview

Stage 3: Virtual Assessment centre – this is an opportunity for you to meet with members of the team and for the team to understand your strengths, preferences, and motivations. The assessment will take place virtually, and there will be an opportunity for you to ask questions.

Stage 4: Offer

Stage 5: On-boarding

Start date for the UK Graduate Programme will be the beginning of September 2025.

WTW is an equal opportunity employer

WTW believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organisation, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at WTW.

Why work at WTW?

WTW offers a variety of benefits to support your physical, emotional and financial wellbeing, as well as help you develop in your career, and balance your life inside and outside of work. Among other things, these include WTW Work Flex, a range of Learning & Development (L&D) opportunities and a competitive pay and benefits package (which includes Private Medical Insurance and Life Insurance).

WTW Work Flex

At WTW, we see things differently. We understand flexibility is key to supporting an inclusive and diverse workforce and so we have a variety of different working arrangements which we call “WTW Work Flex”. We encourage colleagues and candidates to make requests for the types of flexible working arrangements that suit them. Visit our career site for more information: https://careers.wtwco.com/wtw-work-flex/

Recruiting tips

WTW specializes in preparing for the unknown. Here’s how to get ready for the big day: https://careers.wtwco.com/hints-and-tips/