Investment Intern

Job Description

About the Company

Lensa is a career site dedicated to helping job seekers find employment opportunities within the US. It operates as a platform that promotes job listings on LinkedIn on behalf of its direct clients, recruitment advertising agencies, and marketing partners, rather than functioning as a staffing firm or agency that directly hires for these roles. For this specific opportunity, Lensa partners with DirectEmployers to promote a job for WTW inc. When users click “Apply Now” or “Read more” on Lensa, they are redirected to the external job board or employer site, where any collected information is subject to that site’s terms and privacy policies.

WTW (Willis Towers Watson), the direct employer for this role, is in the business of “transforming tomorrows.” Its Investment business aims to establish a sustainable competitive advantage for clients through their investment portfolios. This is achieved by offering expert advice on investments and decision-making processes, managing investments on clients’ behalf via delegated services, and providing specialized investment tools. WTW serves a diverse range of institutional investors, including corporate pension plans and defined contribution plans, acting as a trusted partner to over 1,200 clients and advising on over $2.6 trillion of global assets.

Detailed Job Description: Investment Intern

This job opportunity is for an Investment Intern at WTW within its Investment business. The role emphasizes working within a collaborative team alongside industry professionals such as consultants, researchers, and portfolio managers. The ultimate mission is to create better and more sustainable outcomes for plan beneficiaries.

Career Path Opportunities:
The Investment business offers diverse career paths depending on individual skills and interests. These can include:
• In-depth research of global asset classes.
• Managing risk using sophisticated modeling techniques.
• Improving investment outcomes through expert advice.
• Implementing innovative investment solutions.

Key Exposure and Functions for Interns:
As an Investment intern, you will gain exposure across multiple functions, specifically:

• Content:
• Working to identify and construct portfolios featuring the best investment ideas for clients.
• Following the manager research process to develop insights on investment strategies across various asset classes.
• Leveraging these insights, combined with top-down and asset class research and analytics, to build portfolios for clients. This could involve multi-asset frameworks or asset-class-specific portfolios (e.g., equities, alternative credit, real assets, liquid alternatives).
• Client Consulting:
• Supporting client teams responsible for managing client relationships.
• Offering best-in-class investment advice and innovative solutions.
• Working on client projects which may include: investment strategy development, liability hedging, portfolio construction, investment performance calculations, investment manager searches and selection, portfolio and investment manager monitoring, and preparing materials for client meetings.

Skill Development and Learning:
WTW supports its interns in developing a broad spectrum of technical and soft skills. This includes:
• Training provided by subject matter experts.
• Working on a variety of projects across different functions and teams.
• Opportunities to network with colleagues within and beyond the Investment team.
The breadth of knowledge gained across the investment spectrum will help interns identify and explore their areas of greatest interest. There are also opportunities to contribute to the development of intellectual capital and other Investment business initiatives.

Work Arrangement and Location:
This is an in-office or hybrid role, requiring presence in the office at least three days each week. The position will be based in one of the following WTW offices:
• Pittsburgh, PA
• Atlanta, GA
• Chicago, IL
• New York, NY
• *Note:• Atlanta and Pittsburgh offices will only support Client Consulting hires for long-term positions.

Contract Dates:
The internship contract dates are from Tuesday, May 26, 2026 to Friday, July 31, 2026.

Visa Sponsorship and Work Authorization:
Employment-based non-immigrant visa sponsorship and/or assistance is NOT offered for this specific job opportunity. Only candidates who are currently authorized to work in the United States indefinitely and without requiring sponsorship now or in the future will be considered. Temporary work authorizations such as student visas, CPT, OPT, H-1B, TN, and others are considered restricted forms of employment eligibility. Upon the expiration of such authorizations, the candidate must be able to present another valid form of work authorization.

Qualifications (Role Requirements):
• Education: Progress towards a bachelor’s degree.
• GPA: A minimum GPA of 3.0, as shown on the resume (no specific major/minor is required).
• Professional Development: A strong desire and commitment to complete the Chartered Financial Analyst (CFA) Level 1 professional qualification.
• Teamwork: Proactive team player.
• Communication: Clear verbal and written communication skills.
• Project Management: Project management skills, with keen attention to detail and the ability to meet deadlines.
• Interest: A strong desire to learn and a general interest in financial markets.
• Problem-Solving: Demonstrated problem-solving skills, intellectual curiosity, and critical thinking.
• Technical Skills: Knowledge of spreadsheet and presentation computer software (e.g., Microsoft Office or similar).
• Location: Must be local to one of the specified WTW offices for the hybrid position.
• Graduation Timeline: Accepting applications from candidates who are expected to graduate with a bachelor’s or master’s degree between December 2026 through June 2027.

Application and Interview Process:
1. Step 1: Online application, including submission of resume/CV.
2. Step 2: Completion of online assessments and a video interview.
3. Step 3: A virtual interview with the hiring manager and team.
4. Step 4: Offer and onboarding, aligning with the specified contract dates.

Compensation and Benefits:
• Compensation: The hourly rate offered for this role is $26-$28.75 USD. This role is also eligible for overtime pay. Compensation may vary based on factors such as location, individual competencies, education/professional certifications, qualifications/experience, and performance.
• Company Benefits (WTW): WTW provides a competitive benefits package, including retirement benefits such as a Contributory Pension Plan and a Savings Plan (401k). Eligibility requirements apply.

Diversity and Inclusion:
WTW is committed to equal employment opportunity and provides application, interview, and workplace adjustments and accommodations to all applicants. They consider qualified applicants with arrest and conviction records, in accordance with the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers.

Posting Information:
This position will remain posted for a minimum of three business days from the date posted or until a sufficient and appropriate candidate slate has been identified. For questions about the job posting, contact support@lensa.com.