Willis Towers Watson Investment Analyst in Taguig, Philippines

Investment Analyst

Date Posted: May 10, 2018


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


Delivers the agreed upon service to the client(s), typically with a specialized focus comprised of trained professionals. Individuals may be certified in their area of focus, and may be involved in plan design work in addition to day-to-day interaction with the client(s). Responsible for upholding the Service Level Agreements (SLAs) and achieving a high level of client satisfaction. In addition this group works closely with the client relationship managers to resolve issues specific to their area of focus and identify opportunities for increasing the value of the service to the client(s). At senior levels, this group is responsible for shaping their practice area and developing delivery strategies.

For placement and broking; responsible for day-to-day client interaction and follow ups to support the client relationship and ensure a smooth client journey during and beyond the placement cycle. Performs quality assurance of programme documents and client-related inputs, acting as the interface between Sales & Client Management, Broking, Technical Support, Client Facing Support and Operational Support.

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:

• Develop skills as a reporting specialist, offering technical expertise and


• 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:

• Use appropriate tools

to produce/review fund monitoring reports for our clients. Reports may include

scheme-specifics, market summaries, manager research, stock-level risk

analysis, risk budgeting and more

• Data collation and

management; using both our in-house and externally provided database systems

• Provide support for

our internal “Market Information Service” email service, assisting with

technical queries

• Production/review of

manager selection reports, analytical outputs, and generic output such as

market summaries and other internal quantitative information products, and

other ad hoc reports

• Ensure that production

of draft reports complies with quality standards (Professional Excellence and

audit controls)

• Supporting ad-hoc

administration and project requirements within the Manila Investment Services


• Supporting projects or specific work streams

Performance Objectives

• Clients – take ownership of reports and build strong relationships with other


• Financial/Business KPIs – work efficiently and achieve chargeable hours


• 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


The Requirements

  • Bachelor’sdegree in Economics, Business, Finance or equivalent; with at least twoyears of relevant work experience

  • Proveneffective oral and written communication skills in business English

  • Abilityto work on own initiative when required, as well as in a team

  • Confidenceto liaise with people at all levels in a variety of roles, locations andfunctions

  • Detailand results orientated, with a logical and analytical method of working

  • Goodorganisation and time management skill, with a proven ability to handle avariety of assignments and meet tight deadlines

  • Soundknowledge of Microsoft Excel, Word, Powerpoint and Outlook, and aninterest in enhancing these skills

  • Macroprogramming skills is an advantage

  • Desireto work in the investment industry

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 is

an equal opportunity employer. All qualified applicants will receive

consideration for employment without regard to, among other things, race,

color, religion, sex, sexual orientation, gender identity, national origin,

age, status as a protected veteran, or disability.

Equal Employment

Opportunity: Know your rights at http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

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:Taguig, Manila, PH

  • Date Posted:May 10, 2018