Willis Towers Watson Client Reporting – Investment Analyst in Reigate, United Kingdom

Client Reporting – Investment Analyst

Date Posted: April 30, 2018


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


Summary of Role

As a Investment Analyst in the Client Reporting team you will learn to produce analytical reports for our clients to monitor various aspects of their portfolios. Our portfolio managers, client teams and clients use these to make key decisions and recommendations about the investment of client assets. You will source information and data concerning our clients’ investment portfolios from external companies such as custodians and fund managers, as well as from colleagues within Willis Towers Watson (WTW). With this data you will produce professional reports.

Client Reporting is a team within the Investments line of business dedicated to internal and external reporting, post-trade compliance, and data management. The Client Reporting function is responsible for the monitoring reports referred to below.

The Role

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

  • Use appropriate tools to produce regular and ad hoc monitoring reports, papers and analyses

  • 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 reporting and data 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

  • Produce material that is generic in nature and may feature in many clients’ reports, such as our market summaries

  • Provide support and technical assistance within out market data email service

  • 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 streams and/or teams within the team

  • Take a lead role in projects within the function, team or wider business

  • Assist in the development of new business or service lines


  • Good organisational skills

  • Proficiency in MS Office applications,

  • High attention to detail,

  • Willingness to learn and work within framework set out

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


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  • Location:Reigate, England, GB

  • Date Posted:April 30, 2018