Portfolio Strategy Analyst

2 days ago

Taguig, National Capital Region, 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

  • 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

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