WTW Senior Investment Analyst

Senior Investment Analyst - Reporting

WTW

Negotiable

Remote1-3 Yrs ExpDiplomaFull-time

Remote Details

Open Country：Philippines

Language Requirements：English

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Description

The Role

As a Senior 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:

Enhance 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 WTW standards
Be a subject matter expert for investment performance reporting

The main duties and responsibilities are:

Use appropriate tools to produce/review performance reports for our clients. Reports may include scheme-specifics, stock-level risk analysis, attribution and more
Data collation and management; using both our in-house and externally provided database systems
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

Excellence and Continuous Improvement

Encourage group members to continuously look for ways to innovate and improve on processes
Identify continuous improvement initiatives and work with the appropriate teams to implement these

Others: Perform other duties and responsibilities that may be assigned from time to time

Performance Objectives

Clients – take ownership of reports and build strong relationships with other teams
Financial/Business KPIs – accurate and timely submission of time and expense reports; monitor revenue and billed hours
People – build strong relationships across various teams and support colleagues to create a good working environment
Operational Excellence and Innovation – implement Operational Excellence in all programs and adhere to client, local and international compliance requirements