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HomeCompaniesEedu Fa Em3 Oraclecloud Com CX 1003Investment Analyst#

Investment Analyst#

Eedu Fa Em3 Oraclecloud Com CX 1003 · US New York City - 200 Liberty Street NY, New York, NY, US · Hybrid · Deleted · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyEedu Fa Em3 Oraclecloud Com CX 1003
TitleInvestment Analyst#
Normalized title-
Department / teamInvestment Consulting
LocationNew York, NY, United States
Work modelHybrid / Hybrid
Employment typeFull Time
Salary-
Statusdeleted
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-06-09 / 2026-06-10
Changed / last seen2026-06-21 / 2026-06-19

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Linked records

CompanyEedu Fa Em3 Oraclecloud Com CX 1003
Sourcee7d5a5b4-600a-48ec-99bc-2d32732502c6
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description We are a global investment consulting practice providing advice to clients regarding their investment and decision-making processes and also executing investment decisions on their behalf through delegated investment services. Our mission is to create long-term wealth, by delivering the breakthroughs that matter for individuals, communities and our world. Our clients are a diverse range of institutional investors (including corporate defined benefit and defined contribution plan sponsors). The Role You will be part of a collaborative team, working alongside consultants, researchers, reporting and operational staff and portfolio managers. As an Investment Analyst in the Client Consulting team, you will support a number of client teams that manage client relationships, offering investment advice and innovative solutions. Some of the client projects you will complete include investment strategy and structure review, formulating investment policy, portfolio construction, portfolio and investment manager performance evaluation, investment manager monitoring, investment manager replacement and selection, investment fee monitoring and preparation of materials for client meetings. You will have opportunities to attend client meetings and, over time, present on assigned topics. There are also opportunities to contribute to developing our intellectual capital and other Investment business initiatives. This is a hybrid role with the expectation of in-office presence of at least 2-3 days each week in our Mexico City office. Key expectations for the role include: Clients: Deliver accurate, high-quality client work and progressively take on more complex responsibilities with increasing independence. Financial Acumen & Commercial Awareness: Support client satisfaction and retention through efficient delivery and commercial awareness. People & Culture: Contribute positively to team culture by demonstrating behaviors aligned with WTW values through collaboration, inclusion, and effective communication. Operational Excellence, Learning & Development: Uphold Professional Excellence standards while building technical knowledge and skills. Qualifications Undergraduate degree with 0-3 years of experience Strong numerical and analytical skills A desire to learn and general interest in financial markets Strong oral and written communication skills Proactive team player, able to build and maintain relationships across a wide network of colleagues Good listener, and ability to analyse complex information to form an opinion or recommendation Attention to detail and problem-solving skills, demonstrating intellectual curiosity and critical thinking Knowledge of and comfort using computer software including spreadsheet and presentation tools Ability to work with increasing independence and accountability and manage time and projects Consistently deliver accurate, high quality work while meeting deadlines and adapting to changing client needs Growth mindset, demonstrating continuous improvement in technical knowledge, efficiency and professional judgement Successful applicants will be eligible for a comprehensive CFA exam study program, including: Study materials and tutorials Exam fees Paid study leave Professional membership fee Reward for exam success Analysts joining the Investment business are expected to study for CFA level 1, providing robust technical investment grounding. Analysts will be supported to complete all CFA levels if they choose to do so. Equal Employment Opportunity

Full job record

Job IDd453858dae8921c7dc33373e84abf6e4d1e9becc
Org IDfb7be193-7b81-4a79-b4eb-d716831a6298
Source IDe7d5a5b4-600a-48ec-99bc-2d32732502c6
Board IDe7d5a5b4-600a-48ec-99bc-2d32732502c6
Provideroracle_hcm
Provider Job Key202602502
TitleInvestment Analyst#
Normalized Title
Statusdeleted
Activeno
Location TextUS New York City - 200 Liberty Street NY, New York, NY, US
DepartmentInvestment Consulting
Team
Employment Typefull_time
Workplace Typehybrid
Remote Policyhybrid
CountryUnited States
RegionNY
CityNew York
Salary RawDescription We are a global investment consulting practice providing advice to clients regarding their investment and decision-making processes and also executing investment decisions on their behalf through delegated investment services. Our mission is to create long-term wealth, by delivering the breakthroughs that matter for individuals, communities and our world. Our clients are a diverse range of institutional investors (including corporate defined benefit and defined contribution plan sponsors). The Role You will be part of a collaborative team, working alongside consultants, researchers, reporting and operational staff and portfolio managers. As an Investment Analyst in the Client Consulting team, you will support a number of client teams that manage client relationships, offering investment advice and innovative solutions. Some of the client projects you will complete include investment strategy and structure review, formulating investment policy, portfolio construction, portfolio and investment manager performance evaluation, investment manager monitoring, investment manager replacement and selection, investment fee monitoring and preparation of materials for client meetings. You will have opportunities to attend client meetings and, over time, present on assigned topics. There are also opportunities to contribute to developing our intellectual capital and other Investment business initiatives. This is a hybrid role with the expectation of in-office presence of at least 2-3 days each week in our Mexico City office. Key expectations for the role include: Clients: Deliver accurate, high-quality client work and progressively take on more complex responsibilities with increasing independence. Financial Acumen & Commercial Awareness: Support client satisfaction and retention through efficient delivery and commercial awareness. People & Culture: Contribute positively to team culture by demonstrating behaviors aligned with WTW values through collaboration, inclusion, and effective communication. Operational Excellence, Learning & Development: Uphold Professional Excellence standards while building technical knowledge and skills. Qualifications Undergraduate degree with 0-3 years of experience Strong numerical and analytical skills A desire to learn and general interest in financial markets Strong oral and written communication skills Proactive team player, able to build and maintain relationships across a wide network of colleagues Good listener, and ability to analyse complex information to form an opinion or recommendation Attention to detail and problem-solving skills, demonstrating intellectual curiosity and critical thinking Knowledge of and comfort using computer software including spreadsheet and presentation tools Ability to work with increasing independence and accountability and manage time and projects Consistently deliver accurate, high quality work while meeting deadlines and adapting to changing client needs Growth mindset, demonstrating continuous improvement in technical knowledge, efficiency and professional judgement Successful applicants will be eligible for a comprehensive CFA exam study program, including: Study materials and tutorials Exam fees Paid study leave Professional membership fee Reward for exam success Analysts joining the Investment business are expected to study for CFA level 1, providing robust technical investment grounding. Analysts will be supported to complete all CFA levels if they choose to do so. Equal Employment Opportunity
Salary Min
Salary Max
Salary Currency
Salary Periodweek
Source URLhttps://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202602502
Apply URLhttps://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202602502
First Seen At2026-06-10 11:35:06Z
Last Seen At2026-06-19 12:04:03Z
Last Checked At2026-06-21 12:40:41Z
Last Changed At2026-06-21 12:40:41Z
Inactive At2026-06-21 12:40:41Z
Source Posted At2026-06-09 22:20:53Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=eedu.fa.em3.oraclecloud.com|CX_1003/date=2026-06-19/2026-06-19T12-03-26-723Z-fc83c48966cad3ac189a749b18593369606dc22dd1374bdada278f0e2f4e180f.json
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