Investment Analyst

2 weeks ago

Taguig, National Capital Region, Philippines Willis Towers Watson Full time

The Role

As an Investment Analyst in the Manila Investments team, you will be part of a team of enthusiastic professionals. You will build a sound understanding of the client and its reporting needs, while working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. You will:

  • Develop skills as a reporting specialist, offering technical expertise and support
  • Take on-going ownership of reporting for a variety of large clients and internal uses
  • Enjoy opportunities to broaden skills and knowledge through training, development and project work
  • Initially focus on building a good understanding of report production techniques and underlying concepts, and quickly develop the skill and attention to detail to carry out technical reviews, in order to deliver reporting in line with Willis Towers Watson standards

The main duties and responsibilities are:

  • Use appropriate tools to produce/review fund monitoring reports for our clients. Reports may include scheme-specifics, market summaries, manager research, stock-level risk analysis, risk budgeting and more
  • Data collation and management; using both our in-house and externally provided database systems
  • Production/review of manager selection reports, analytical outputs, and generic output such as market summaries and other internal quantitative information products, and other ad hoc reports
  • Ensure that production of draft reports complies with quality standards (Excellence and audit controls)
  • Supporting ad-hoc administration and project requirements within the Manila Investments team
  • Supporting projects or specific work streams

Performance Objectives

  • Clients – take ownership of reports and build strong relationships with other teams
  • Financial/Business KPIs – work efficiently and achieve chargeable hours target
  • People – build strong relationships across various teams and support colleagues to create a good working environment
  • Operational Excellence and Innovation – follow policies and guidelines; seek to develop more effective tools and products to support our clients and the business

The Requirements

  • Bachelor's degree in Economics, Business, Finance or equivalent; with at least one to two years of relevant work experience
  • Proven effective oral and written communication skills in business English
  • Ability to work on own initiative when required, as well as in a team
  • Confidence to liaise with people at all levels in a variety of roles, locations and functions
  • Detail and results orientated, with a logical and analytical method of working
  • Good organisation and time management skill, with a proven ability to handle a variety of assignments and meet tight deadlines
  • Sound knowledge of Microsoft Excel, Word, Powerpoint and Outlook, and an interest in enhancing these skills
  • Macro programming skills is an advantage
  • Desire to work in the investment industry

WTW is an Equal Opportunity Employer


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