Investment Analyst

4 weeks ago

Taguig, National Capital Region, Philippines Willis Towers Watson Part 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:

  • Actively participate in the data collection planning and preparation process
  • Perform data validation and processing work using agreed tools, standards and techniques
  • Produce validation queries following standards and workflow
  • Carry out exception reporting and resolution tracking. Ensuring aged and critical exceptions are resolved within the agreed SLA.
  • Develop competence with internal systems and processes
  • Develop skills as a data and 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:

  • Data collation and management; using both our in-house and externally provided database systems
  • Ensure that production of reports complies with quality standards (Professional Excellence and audit controls)
  • Supporting ad-hoc administration and project requirements within the Manila Investment Services 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
Qualifications

The Requirements

  • Working towards a Bachelor's degree in Economics, Business, Finance or equivalent
  • 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
  • Desire to work in the investment industry

WTW is an Equal Opportunity Employer


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