Equity Research Consultant

Willis Towers Watson
London, United Kingdom
Oct 03, 2017
Oct 07, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.

The Business

Willis Towers Watson Investment works with large asset owners to create and implement long-term investment strategies. Our diverse client base includes institutional investors such as corporate pension plans, insurers, endowments and sovereign wealth funds. As a leading investment solutions firm, we have a steadfast commitment and responsibility to provide outstanding investment outcomes for the benefit of our clients. To accomplish this, we look to hire and retain the best people, provide opportunities for them to continue to develop their skills and then empower them to make a difference. The Investment business employs over 800 associates worldwide, has more than 1,000 institutional clients, c$90 billion of assets under management, and $2 trillion of assets under advisory.

The Manager Research team assists in driving our clients' decision making by sourcing the most appropriate ideas and ensuring we have the best solutions to implement them. We have one of the largest teams in the industry with over 100 researchers across the world's major investment hubs following one global, integrated research process. Our expertise is built on a foundation of in-depth qualitative and quantitative analysis, combining a thorough understanding of each asset class with the ability to identify skilled investment managers.

The Role

We currently have a unique opportunity for an Equity Researcher within our Manager Research team. The role will be based in London, UK. The main focus is on researching listed long-only equity investment strategies. This will involve originating investment ideas, identifying the most skilled managers globally, designing and monitoring investment strategies for our clients. You will have the opportunity to directly work with our portfolio management teams and interact with clients. As an important member of our research team, you will be expected to develop and work in close collaboration with your colleagues globally, grow our intellectual know-how, become a subject-matter expert and remain heavily engaged in financial market developments.

Role objectives

  • Source and analyse investment ideas globally

  • Critically evaluate fund managers' sustainable competitive advantages. Assess their team behavioural traits and form judgement on investment skill by analysing the investment philosophy and process. Understand expected returns and risk drivers

  • Interpret quantitative and qualitative data to help support decision making

  • Produce investment recommendations and participate in investment committee discussions

The Requirements

  • Original and creative thinker with a willingness to provide fresh perspectives and an ability to incorporate a "big picture" view
  • Curious and enthusiastic self-starter who is able to balance independent work with team collaboration

  • Analytical mind-set with an openness to other opinions and fact-oriented disposition

  • Educated to degree level

  • Equity research experience, either company analysis or researching asset managers

  • Strong financial understanding, intellectual inquisitiveness and professional demeanour

  • CFA or IFoA qualified or progression towards either of these qualifications desirable but not essential

Willis Towers Watson is an equal opportunities employer and does not discriminate on any basis. We support flexible working and this role will be considered on a flexible basis.

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