Delegated Investment Analyst
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.
Investment, Risk and Reinsurance
Our sophisticated approach to risk helps clients free up capital. We work in close concert with investors, reinsurers, and insurers to manage the equation between risk and return. Blending advanced analytics with deep institutional knowledge, we reveal new opportunities to maximize performance.
As companies struggle to improve business performance, they increasingly expect risk management to support broader financial objectives. Willis Towers Watson understands the crucial link between risk and capital, whether you are an insurer concerned about capital management, a CFO focused on risk management or an investment committee seeking to balance risk and return. As a leading investment consultant, we help organisations manage investment complexity, establish risk tolerance and improve governance.
Willis Towers Watson's investment business aims to change investment for the better for the benefit of its clients. To achieve 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. Our client base of leading investment institutions (including many of the world's largest pension funds, insurance companies and sovereign wealth funds) demand excellence and creative solutions to the investment challenges they face. As a result, we look to bring people with a variety of backgrounds and skills to work collaboratively on cutting edge assignments. The Delegated Investment Services (DIS) team manages c£39 bn of assets. The team undertakes construction of portfolios incorporating Willis Towers Watson's best ideas, and implement these strategies that are more appropriate for today's complex markets.
As an Investment Analyst you will support a number of internal groups responsible for the devising, setting and management of client portfolios. This will be an internal role focussed upon WTW's Portfolio Management Group (PMG), specific client portfolios and the funds managed by Towers Watson Investment Management (TWIM).
Work by the analyst will support: setting of portfolio's investment objectives, maintenance of investment models, additional portfolio analysis, manager selection, performance measurement and evaluation and investment manager monitoring
Commitment to providing a 'best in class' service to internal teams and adherence to 'Professional Excellence' principles and procedures.
Ability to take ownership for internal projects, both regular and ah-hoc in relation to portfolio management.
Write and review reports in a timely and effective manner for internal consideration
- Assist in production of materials for internal meetings covering investment decisions and market research
Build strong relationships internally in the PMG and collaborate effectively on across other key teams (Client Consultants, Structured products, Manager Research etc.).
Demonstrate natural ease and effectiveness when dealing with colleagues at all levels.
- Periodic involvement with relevant technical working parties.
Deal with Researchers and Consultants in order to aid portfolio management process in an efficient and timely manner.
Support senior team members in construction and delivery of presentations to internal groups.
- Deal with both more senior and junior colleagues on a day to day basis
Minimum 2:1 degree is required along with progress towards or willingness to study for relevant professional qualifications, such as CFA, FIA or equivalent.
Excellent presentation skills.
Interest in investment issues and desire to deepen knowledge over time.
Knowledge and understanding of different asset classes.
Excellent oral and written communication skills.
Ability to deliver timely and accurate solutions, sometimes at short notice.
Able to fit seamlessly into a team of senior and more junior people all focussed on delivering work of exceptional quality.
Good IT (especially Excel and PowerPoint) skills.
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.