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Portfolio Specialist

Willis Towers Watson
London, United Kingdom
Closing date
Feb 28, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
As a Portfolio Specialist, you will be part of the Specialist Portfolio Solutions team. The Specialist Portfolio Solutions team seeks to help investors access our best thinking and implementation when it comes to investment funds and strategies. You will work closely with the team responsible for growing our global client base in a strategically important area of the Investment business. We offer solutions across the full range of listed and private markets, all structured to give investors the best chance of meeting their strategic investment goals.

You will be supported by your colleagues to learn about our business and apply your skills and experience to our solutions and client portfolios. The role will be UK based. We actively support flexible working and would be happy to discuss your requirements during the application process.

The Role

Sales and Clients
  • You will work alongside the Lead Portfolio Specialists and analysts as a subject matter expert within the business for our Investment funds and strategies helping to develop clear market positioning and messaging for our Investment solutions
  • You will support senior colleagues in our marketing and sales efforts across the globe, prioritizing sales channels and the marketing strategy in relevant solutions
  • You will work with colleagues to prepare sales proposals for both internal and external use
  • You will have the opportunity to build relationships and assist in the ongoing servicing of our clients (both internal and external)
  • You may be required to undertake ad-hoc projects to assist sales and marketing efforts and the servicing of our clients outside your immediate area of specialism
  • A key area of focus for our business is ESG/Sustainability and Inclusion and Diversity. There are some key projects which you will have the opportunity to work on, should this be of interest.
  • You will help maintain our prospect and client database with the latest meeting notes and developments
  • You will be introduced to colleagues and external third parties and the role will require you to be able to build strong networks internally in the Investment business and to collaborate effectively on cross-functional teams
  • The Specialist Portfolio Solutions team is a key growth area for the business so we welcome candidates with an interest in sales/marketing and the ability to gain a commercial understanding of the attractiveness of our investment solutions relative to the broader market.
  • We will support you to develop a natural ease and effectiveness when dealing with clients/colleagues at all levels.
  • You will work in a very collaborative team and have the opportunity to learn from industry experts, to develop your own skills as well as providing support to more junior colleagues across the business.
  • We are happy to support you towards any professional qualifications, for example the CFA.
The Requirements
  • Desire to develop relationships with colleagues and clients and contribute to growing our business.
  • Knowledge from a previous role in investment management producing marketing content and sales aides would be advantageous but not essential.
  • A growth mindset, adaptability, self-discipline, and strong organizational skills are a must.
  • The MS Office suite is used daily so experience working with these programs is beneficial, particularly in Excel and PowerPoint and Dynamics.
Equal Opportunity Employer

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

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