Intern Conversion Only - Investment Analyst

The Business

The Investment 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 corporate pension plans, defined contribution plans, and more. As a trusted partner to over 1,200 clients, we advise on over $2.6 trillion of global assets.

The Role

You will be part of a collaborative team, working alongside some of the industry’s top consultants, researchers, and portfolio managers.

The Investment business offers a range of career paths to suit individual skills and interests. Whether your career path focuses on deep research of global asset classes, managing risk utilizing sophisticated modelling, improving investment outcomes through expert advice, or implementing innovative investment solutions. Our ultimate mission is to create better and more sustainable outcomes for plan beneficiaries.

As an Investment Analyst you will work in one or more of the following teams:

Content – our content team works to identify and build portfolios of the best investment ideas for our clients. Your work will involve following our manager research process to form views on investment strategies across asset classes. You will then leverage these insights combining them with top down and asset class research with best-in-class analytics to construct portfolios for clients. This could be in a multi asset framework as well as asset class specific portfolios (such as equities, alternative credit, real assets and liquid alternatives).
Client Consulting – you will support client teams that manage client relationships, offering best-in-class investment advice and innovative solutions. Some of the client projects you will complete may include investment strategy, liability hedging, portfolio construction, investment performance calculations, investment manager searches and selection, portfolio and investment manager monitoring and preparation of materials for client meetings.

We support our graduates to develop a broad range of technical and soft skills. This includes training from subject matter experts, working on a variety of projects across functions and teams and the opportunity to network with colleagues across and beyond our Investment team. This breadth of knowledge across the investment spectrum will allow you to identify which topics you find most interesting and explore them further. There are also opportunities to contribute to developing our intellectual capital and other Investment business initiatives.

This is an in-office or hybrid role, with the expectation of being present in the office at least three days each week. The position placement will be in New York, NY.

Qualifications
Role Requirements.

Must have completed the Summer 2026 Investment Internship at WTW
Progress towards a bachelor’s degree and a minimum GPA of 3.0 shown on resume (no major/minor specification)
Desire and commitment to complete CFA level 1 professional qualification
Proactive team player
Clear communicator verbally and in writing
Project management skills, with attention to detail and the ability to meet deadlines
A desire to learn with a general interest in financial markets
Problem solving skills, demonstrating intellectual curiosity and critical thinking
Knowledge of spreadsheet and presentation computer software, for example Microsoft Office or similar
This is a hybrid position that requires you to be local to the New York office at 1325 Avenue of the Americas.
Able to work legally in the United States indefinitely and without Visa sponsorship
Accepting applications from candidates that graduate with a bachelor’s or master’s degree between May 2026 through June 2027

Successful applicants will be eligible for a comprehensive exam study program, including:

Study materials and tutorials
Exam fees
Paid study leave
Professional membership fee
Reward for exam success