2024 Investment Consulting Graduate Trainee Programme, Leeds

  • Contract
  • Leeds
  • Posted 3 weeks ago



The Business

The Investments 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 large pension funds, sovereign wealth funds, endowments, foundations and family offices. As a trusted partner to over 1,300 clients, we advise on over $4.7 trillion of global assets and have discretion over more than $170 billion of assets globally.

Clients require portfolios that are tailored to their goals, are cost effective and deliver strong returns with controlled risk. As an innovative firm with multi-asset capability and a fiduciary mind-set, the team can change the way clients govern themselves and invest as well as influence the way the investment industry operates – our ethos is ‘Investing today for a more sustainable tomorrow.’

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

The Role

Flexibility is important at WTW and we embrace a hybrid working model. This means you will spend some of your time working in the office and some working remotely. The purpose of this approach is to support colleagues whilst enabling them to develop the skills they need to succeed. You can expect to spend three days in the office each week.

You will be part of a collaborative team, working alongside some of the industry’s top consultants. You will work on a wide variety of projects working for sophisticated clients, including many household names.

The Investments 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 through sophisticated modelling, improving investment outcomes though expert advice or implementing innovative investment solutions, you will be supported in achieving either a CFA or Actuarial qualification.

As part of the team, you will help manage client relationships to offer best-in-class advice or solutions to address a range of investment matters ranging from investment strategy, liability hedging and manager structure through to performance and manager monitoring. You will also provide solutions to institutional clients that enhance their governance and allow them to construct best-in-class investment portfolios. You will work with specialist teams to construct and implement efficient investment portfolios that will achieve a client’s given risk and return objectives. Clients that you will be working with will include defined benefits pension schemes, defined contribution pension schemes, sovereign wealth fund, endowments, foundations and family offices.

We support graduates to develop a broad range of technical and soft skills. 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 extra-curricular projects.

As part of a forward-thinking organisation, you will work in an inclusive environment that recognises the importance of diversity of thought in achieving success. Whilst working hard and having fun our ultimate mission is to create better outcomes for beneficiaries and ensure fairness for asset owners.

Learning and Development

We are committed to providing continuous professional development to all of our colleagues. For graduates specifically, we provide:

  • An induction process where you can learn what our business does, what resources are available, and who the other new graduates are

  • A series of investment-specific classroom trainings (both technical and soft-skills)

  • On-the-job experiences allowing you to see the immediate impact of your work

  • Opportunities to work on a diverse range of client projects with experience professionals

  • A formal mentorship programme in addition to your individual people manager

  • An on-demand and comprehensive catalogue of online skills training

  • Quarterly analyst-specific business updates

We will continue to provide additional support for you throughout your career at WTW.

Study support

Graduates also receive a highly competitive study support package for Actuarial or CFA exams. This package includes:

  • Study materials and tutorials

  • Exam sitting fees

  • Generous paid study leave

  • Membership fees

  • Mentorship

Salary increases for exam success (on top of potential increases awarded as part of annual review)


Minimum 2:1 degree in any discipline

The Application Process

Stage 1: Online application, including CV

Stage 2: Invitation to complete online assessment and a video interview – in partnership with the Bright Network, we have created an academy module on ‘How to Ace your Video Interview’. Click here to sign up and watch it!

Stage 3: Virtual Assessment centre – this is an opportunity for you to meet with members of the team and for the team to understand your strengths, preferences and motivations. The assessment will take place virtually, and there will be an opportunity for you to ask questions.

Stage 4: Offer and office visit – you will be invited to your local office and meet some of your future colleagues.

Stage 5: On-boarding

Start date for the UK Graduate Programme will be the beginning of September 2024 . 

WTW is an equal opportunity employer

WTW believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organisation, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at WTW. 

Why work at WTW?

WTW offers a variety of benefits to support your physical, emotional, and financial wellbeing, as well as help you develop in your career, and balance your life inside and outside of work. Among other things, these include WTW Work Flex, shared parental leave, a range of Learning & Development (L&D) opportunities and a competitive pay and benefits package (which includes Private Medical Insurance and Life Insurance).

WTW Work Flex

At WTW, we see things differently. We understand flexibility is key to supporting an inclusive and diverse workforce and so we have a variety of different working arrangements which we call “WTW Work Flex”. We encourage colleagues and candidates to make requests for the types of flexible working arrangements that suit them. Visit our career site for more information: https://careers.wtwco.com/wtw-work-flex/

Recruiting tips

WTW specializes in preparing for the unknown. Here’s how to get ready for the big day: https://careers.wtwco.com/hints-and-tips/ 

To help us track our recruitment effort, please indicate in your cover//motivation letter where (vacanciesineu.com) you saw this job posting.

Job Location