Senior Analyst, Investment Consulting Sales

Join the Canadian Investments team at WTW as a Business Development Analyst and play a vital role supporting the growth and development of our Investment business. You will work alongside experienced investment professionals serving sophisticated institutional investors – including pension funds, endowments, and foundations across Canada – while building commercial, technical, and project management skills that will accelerate your career. This dynamic role exposes you to every stage of the new business pursuit process, from preparing Request for Proposal ("RFP") responses and finalist presentations to conducting competitive analysis, developing marketing materials, and managing the CRM pipeline, with opportunities to leverage AI tools to work smarter. Join one of the industry's leading global investment consulting firms and contribute to driving the growth and success of our business, while developing your career in a supportive, collaborative, and innovative setting. The Role * CRM & pipeline management: Update and maintain the CRM system with business development activities, ensuring accurate client information and activity records. * Proposal & RFP management: Support the end-to-end RFP/RFI process, including drafting responses, coordinating team inputs, maintaining the proposal response library, and helping ensure timely, high-quality submissions. * Finalist & client presentations: Develop initial drafts of client presentation decks tailored to client needs and company standards; maintain and update the presentation slide library. * Excel analysis & reporting: Build and maintain Excel-based analyses to support prospect and client requests, including ad hoc calculations; ensure data accuracy and alignment with source data. * Research & competitive analysis: Support analysis, client / prospect research, and tracking of market and institutional investor developments to inform business development efforts. * Document & content management: Organize and maintain business development resources with a clean folder structure and effective document tracking; collect and validate necessary documents from clients and internal stakeholders. * Quality & governance: Review and validate reports and materials for accuracy and data integrity; support internal review and compliance processes. * Efficiency & innovation: Proactively identify process efficiencies and leverage AI tools to streamline workflows and reduce manual effort.

The analyst will support the business development team by managing the CRM pipeline, coordinating RFP responses, and preparing client presentations. Additionally, they will conduct financial analysis, research market developments, and ensure data integrity across all business development resources.

Candidates should hold an undergraduate degree in business or a related field and possess 1–3 years of experience in financial services or consulting. Strong proficiency in Excel, excellent communication skills, and a keen interest in institutional investing are essential for this role.

• Overtime pay • Short-term incentive bonus • Performance-based recognition awards

• Time managementPreferred
• Attention to detailPreferred
• Microsoft ExcelPreferred
• Financial analysisPreferred
• Project managementPreferred

Identified from the job description. Confirm important requirements above.

• Business development
• Investment consulting
• CRM management
• RFP management
• Financial analysis
• Excel
• Competitive analysis
• Project management
• Data accuracy
• Presentation development
• Market research
• Communication skills
• Time management
• Attention to detail
• Institutional investing
• Workflow Management
• Sales Prospecting
• Prospect Research
• Marketing Materials
• Research
• Business Development
• Customer Relationship Management
• Management
• Investments
• Consulting
• Content Management
• Data Integrity
• Directory Structure
• Governance
• Innovation
• Institutional Investing
• Project Management
• Pension Funds
• Presentations
• Request For Proposal
• Coordinating
• Competitive Analysis

• Finance & Accounting
• Consulting
• Sales
• Data & Analytics
• Management & Leadership
• Investment Consulting Analyst
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Minimum education

Bachelor’s degree

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week