Portfolio Strategy Analyst

3 weeks ago

Caloocan, Philippines Willis Towers Watson Full time

The main duties and responsibilities are: Portfolio Construction & Strategy Development Maintain and update the TDRG return driver model with quarterly return factors and PMG assumptions. Assist in the periodic review and refinement of risk/return assumptions for existing PMG strategies. Support the development of assumptions for new PMG strategies and portfolio design content. Contribute to the evolution of portfolio construction methodologies and frameworks. Maintain documentation related to portfolio construction processes and assumptions. Provide technical support to RPMG executives on portfolio construction and modeling queries. Jacobi Platform Enablement Collect and synthesize user feedback from Regional PMGs to inform platform enhancements. Define user story requirements for globally relevant features and strategy content. Collaborate with Jacobi and WTW developers on feature development and acceptance testing. Apply domain expertise to manage simulation sets, asset classes, strategies, and investor-specific lenses. Maintain and enhance global PMG templates, storyboards, and platform functionality. Provide Tier 2 support for complex platform issues unresolved by regional SMEs. Deliver training sessions for Regional PMG and other stakeholders on Jacobi usage. 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 Qualifications We would expect candidates to have a mathematical background (eg degree in Mathematics, Physics, Actuarial Science or Computer Science) with an interest in applying mathematical techniques to financial modelling; with at least 1-2 years relevant work experience. Interest in building knowledge of mathematics models and financial markets Good organisation and time management skills, with a proven ability to handle a variety of assignments and meet tight deadlines Proven effective oral and written communication skills in business English Ability to work on own initiative when required, as well as in a team with enthusiasm to challenge processes and work with the team to effect change. Confidence to communicate and work 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 Knowledge of institutional investors is desirable but not essential. Proficient user of Excel and experience in maintaining/populating static data is required. Desire to work in the investment industry. WTW is an Equal Opportunity Employer #J-18808-Ljbffr

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