Investment Analyst

3 days ago

Taguig, Philippines WTW Full time
Job Description
The Role

As an Analyst in the Manila Research Team you will assist the global Manager Research team in conducting research into investment managers and their investment strategies on behalf of Willis Towers Watson’s clients. The initial focus of the role will be supporting the creating and running of analytical reports, together with data collation, management and analysis. Over time, we expect an Analyst’s role to broaden including advanced data analysis and interpretation that will directly affect the manager research process and impact client portfolios.

The main duties and responsibilities are:

  • Production/review of generic research output, including internal quantitative and qualitative reports
  • Production of investment reviews of investment strategies / products
  • Using internal tools to produce research analytics
  • Data collation and management, using both in-house and externally-provided database systems
  • Production and review of performance analysis/monitoring
  • Creation of and improvements to research tools
  • Assist Manager Researchers with both regular and ad-hoc data analysis
  • Provide back-up to other members of Manila Research Team
  • Support projects within the research team
  • Develop skills as a research specialist, offering technical expertise and support
  • Ensure that production of draft reports complies with quality standards (Professional Excellence and audit controls)

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


The Requirements

  • Bachelor’s degree in Economics, Business, Finance or equivalent; with at least one to two years’ of relevant work experience
  • Strong technical and analytical skills, with the ability to carry out qualitative and quantitative data collection and summarise the key findings
  • Proven effective oral and written communication skills in business English
  • Knowledge of the R programming language is a plus
  • Working knowledge of Microsoft Excel, Word, Powerpoint and Outlook, and an interest in enhancing these skills
  • Good organisation and time management skill, with a proven ability to handle a variety of assignments and meet tight deadlines
  • Confidence to liaise with people at all levels in a variety of roles, locations and functions
  • Ability to work on own initiative when required, as well as in a team
  • Detail and results orientated, with a logical and analytical method of working
  • Basic project management skills is a plus
  • Desire to work in the investment industry

WTW is an Equal Opportunity Employer

#J-18808-Ljbffr

  • Investment Analyst

    1 week ago

    Taguig, National Capital Region, Philippines WTW Full time

    Job DescriptionThe RoleAs an Analyst in the Manila Research Team you will assist the global Manager Research team in conducting research into investment managers and their investment strategies on behalf of Willis Towers Watson's clients. The initial focus of the role will be supporting the creating and running of analytical reports, together with data...

  • Investment Analyst

    3 days ago

    Taguig, Philippines DigiPlus Interactive Corp Full time

    Overview DigiPlus Interactive Corp. (formerly known as Leisure and Resorts World Corporation) is a publicly listed company (PSE: PLUS). With over 20 years of expertise under its belt, DigiPlus ushered its unbeatable dominance in the Philippine retail gaming market by forging an empire of world-class multi-gaming platforms strategically located through a...

  • Investment Valuation Analyst

    3 weeks ago

    Taguig, National Capital Region, Philippines Q2 HR Solutions Full time

    Work SetupHybrid (3 days onsite, 2 days WFH)Contract6 months (with possibility of extension)About the RoleWe are seeking a detail-oriented and analytical Valuation Analyst to join our Investment Valuation Services team. You will play a key role in ensuring the accuracy and timeliness of valuations across private credit and private equity investments, while...

  • Investment Valuation Analyst

    3 days ago

    Taguig, Philippines Q2 HR Solutions Full time

    Work Setup Hybrid (3 days onsite, 2 days WFH) Contract 6 months (with possibility of extension) About the Role We are seeking a detail-oriented and analytical Valuation Analyst to join our Investment Valuation Services team. You will play a key role in ensuring the accuracy and timeliness of valuations across private credit and private equity...

  • Investment Compliance Analyst

    2 weeks ago

    Taguig, National Capital Region, Philippines J-K International Language Center Full time ₱35,000 - ₱40,000 per year

    Client Profile: This company was founded in 1976. One of the fastest growing IT company not only in the Philippines but also in Canada and Australia. This company focuses on Business consulting, Systems integration and IT services.Position: Investment Compliance AnalystCompany Industry: IT CompanyLocation: Taguig City & OrtigasSalary Offer: Php 35,000 - Php...

  • Investment Analyst

    2 weeks ago

    Taguig, National Capital Region, Philippines J-K International Language Center Full time ₱35,000 - ₱50,000 per year

    COMPANY PROFILE: This business has more than 49 years of experience in the field.This IT company offers its clients a variety of services, including business process andIT outsourcing.Position: Investment Analyst (ONLINE INTERVIEW)Company Industry: IT CompanyWork Location: Taguig CityWork Schedule: NightshiftSalary: Php 35,000 - Php 50,000Work Set Up: Work...

  • Business Analyst for Investment Account

    2 weeks ago

    Taguig, National Capital Region, Philippines SPi Global (now Straive) Full time $104,000 - $130,878 per year

    ResponsibilitiesTranslate complex financial and investment needs into clear, actionable requirements by working closely with stakeholders, subject matter experts, and business leaders.Document and standardize workflows for key financial and investment operations, including trade capture, settlement, reconciliation, corporate actions, and fund...

  • Property Investment Analyst

    1 week ago

    Taguig, National Capital Region, Philippines beBeeProperty Full time $7,000 - $8,000

    Job DescriptionA Property Valuation Specialist is required to assist with the analysis of real estate investments, including acquisitions and developments. The role involves financial modeling, market research, and preparing reports to support investment decisions.Key Responsibilities:Conduct thorough market research to gather data on comparable properties,...

  • Expert Investment Researcher

    2 weeks ago

    Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱1,800,000 - ₱3,000,000

    About the PositionWe are seeking a skilled Investment Analyst to join our organization. As an Investment Analyst, you will be responsible for demonstrating expertise in investment and product research, as well as financial modeling/analysis.

  • Investment Administrative Analyst

    2 weeks ago

    Taguig, National Capital Region, Philippines J-K International Language Center Full time ₱350,000 - ₱500,000 per year

    COMPANY PROFILE: This company has been in the industry for over 49 years. It is anIT company that provide a different kind of services like business process and IToutsourcing services to their client.Position: Investment Administrative AnalystCompany Industry: IT CompanyWork Location: Taguig CityWork Schedule: NightshiftSalary: Php 35,000 - Php 50,000Work...