About the role#
This position is for individuals who have completed the Summer 2026 Investment Internship at WTW and are looking to transition into a full-time Investment Analyst role. You will join a collaborative team of consultants, researchers, and portfolio managers to provide investment advice and solutions to institutional clients. This role offers the opportunity to develop technical skills, network with colleagues, and contribute to the firm's intellectual capital.
What you'll do#
Your responsibilities will depend on your team assignment, which may include:
- Identifying and building portfolios of investment ideas.
- Following manager research processes to form views on investment strategies.
- Constructing portfolios using top-down and asset-class research.
- Supporting client teams with investment strategy, liability hedging, and performance calculations.
- Conducting investment manager searches and monitoring portfolio performance.
- Preparing materials for client meetings.
- Developing technical and soft skills through training and project work.
What you'll need#
- Completion of the Summer 2026 Investment Internship at WTW.
- Progress toward a bachelor’s or master’s degree, with graduation occurring between May 2026 and June 2027.
- A minimum GPA of 3.0.
- A commitment to completing the CFA level 1 professional qualification.
- Proficiency with spreadsheet and presentation software.
- Strong project management, communication, and problem-solving skills.
- Intellectual curiosity and a general interest in financial markets.
- Ability to work legally in the United States indefinitely without visa sponsorship.
Location & details#
- Location: New York, New York.
- Work Modality: Hybrid, with an expectation to be in the office at least three days per week.
- Residency: Must be local to the New York office.
- Compensation: Base salary range of $73,000 to $75,000 per year, plus eligibility for an annual short-term incentive bonus.
- Benefits: Includes health, dental, and vision insurance, retirement savings plans, and a comprehensive exam study program for the CFA qualification.
About WTW
WTW is a public company that provides solutions for people, risk, and capital. It operates in the financial services sector with specialties in insurance, human resources consulting, and pension administration. The firm maintains a global presence with offices in London and Arlington. It employs over 55,000 people across 140 countries.
How to get in at WTW
Applying early to WTW gives you a distinct advantage because recruiters review candidates as they arrive. Intern Insider sends an instant alert the moment a role matching your target is published, which helps you submit your application before the applicant pool grows too large. Securing a spot at the top of the pile is often the difference between a screening call and a rejection. Reaching out to the right person at WTW often beats waiting in a general queue. Intern Insider surfaces the recruiters behind the company roles so you can contact them directly to ask about the position or a referral. This direct approach materially improves your response rates compared to standard submissions.
