Financial Planning Analyst supporting financial models, reporting packages, and variance analysis. Hybrid role with three office days weekly for Finning, the world’s largest Caterpillar dealer.
About the role
- Investments Intern supporting WTW’s institutional investment consulting services for institutional investors. Assisting with asset allocation, manager research, performance evaluation, and client presentations.
Responsibilities
- Work beside consultants and analysts on investment-related client services
- Assist with setting investment objectives, asset allocation, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transitions, and global research services
- Work as part of dedicated client teams providing services to clients
- Support construction and delivery of client presentations
- Follow the professional excellence model, including review and documentation of client deliverables
- Participate in meetings with investment managers
- Identify ways to improve processes and technology to increase client-team efficiency
- Apply technical and analytical skills to real client assignments
Requirements
- Progress towards a Bachelor's Degree in business, economics, finance, mathematics or another major with significant quantitative course work
- Minimum GPA of 3.0
- Strong project management skills, attention to detail, and ability to meet deadlines
- Strong financial literacy highly preferred
- Ability to work independently and cooperatively in a close team environment
- Strong written and verbal communication skills
- Ability to interact with colleagues at all levels
- Excellent Microsoft Office skills, particularly in Excel
- Graduation with a Bachelor's or Master's degree between December 2027 and June 2028
- CV/resume, cover letter, and official or unofficial transcript submitted in 1 PDF
- Must indicate preference for a 4- or 8-month co-op term in the cover letter
- Employment-based non-immigrant visa sponsorship and/or assistance is not offered
Benefits
- Eligible for overtime
- Real-world business experience and exposure to client assignments
- Structured learning opportunities tailored to the business area
- Internship preparation for future career
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