Willis Towers Watson CRT – Investment Analyst (Leeds) in Leeds, United Kingdom

CRT – Investment Analyst (Leeds)

Date Posted: May 11, 2018


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


Summary of Role

As a Support Specialist in the Reporting and Data Team, you will learn to produce analytical reports for all our investment fund solutions, plus a wide range of internal reporting and analytical support to the distribution channels, portfolio management teams and risk function. Investor-facing output includes, but it is not limited to, monthly factsheets, quarterly investment reports (QIRs) and annual reports and accounts. You will source information and data concerning our fund solutions’ portfolios from external companies such as custodians and fund managers, as well as from colleagues. With this data you will produce professional reports of excellent technical and editorial standard, using a variety of tools including Excel, PowerPoint and third party systems.

The Role

In the early part of your career you will learn to:

  • Use of appropriate tools to produce/review fund monitoring reports for our funds

  • Develop your skills as a reporting specialist and gain a detailed understanding of the pensions and investment industries, as well as WTW’s Investments business

  • Collate and manage data; using both in-house and external tools and databases

  • Become highly proficient in Excel, PowerPoint and WTW’s systems

  • Use your interpersonal skills and keen eye for detail to collaborate with teams across the business to create high-quality reports of excellent technical and editorial standard

  • Take ongoing ownership of internal and external monitoring for a variety of clients

  • Support other work requirements, not limited to ad hoc administration and projects

  • Enjoy opportunities to broaden skills and knowledge through training, development and project work

As you develop and your career progresses you will gain the opportunity to:

  • Deploy your skills to review work produced by others to ensure it meets WTW’s high professional standards

  • Provide technical expertise to colleagues of all seniorities in other teams in Investments

  • Lead work groups and/or teams within the team

  • Take ongoing ownership of deliverables for investors and internal clients

  • Assist in the development of new business or service lines

  • Enjoy opportunities to broaden skills and knowledge through training, development and project work

The Requirements

The wide range of skills needed for this role mean that people from a number of educational backgrounds and different levels of experience could be successful in this position. The nature of work requires the successful candidate to be very organised, have a good proficiency in MS Office applications, a keen eye for detail, and have a willingness to work in team within the framework set out above.

The analyst structure in the team has several levels and we are able to vary the level hired at based on qualifications and experience. We are open to a range of applicants, including those with or without experience in investment; those with relevant experience in another industry; as well as recent graduates or those who have pursued a different educational path.

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


  • Share on Facebook

  • Share on Twitter

  • Share on Google+ Share on Pinterest

  • Share on Linkedin

  • Share by Mail


  • Location:Leeds, England, GB

  • Date Posted:May 11, 2018