Portfolio Management Analyst at WTW CO

City of London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

0.0

Posted On

23 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Multi-asset investing, Asset allocation, Quantitative analysis, Qualitative analysis, Portfolio construction, Risk management, Financial modeling, Data analysis, Python, Excel, Investment research, Client communication, Stakeholder management, Cross-functional collaboration, Portfolio management, Execution

Industry

Financial Services

Description

As a Senior Analyst in the Portfolio Management team you will help design, implement, present and then monitor investment solutions, to a range of asset owner clients including Wealth management clients and pension schemes. This role will build experience of working with clients to design and implement solutions to meet their specific goals in the most efficient manner. You will sit at the core of our portfolio management team, that is responsible for managing a wide range of multi-asset and specialist portfolios using multi-manager implementation and is currently responsible for managing more than $180bn globally. Our client base is seeking 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 role provides the opportunity to build your knowledge by working with a wide range of our internal teams, in particular our research and client teams, and the broader network of specialists within WTW’s investment business. With this role, you will be supported to develop your investment specific knowledge and skills, as well as a broad range of consulting, communication and commercial skills. The Role As a Senior Analyst in the multi-asset portfolio management team, your responsibilities will be as follows: Clients and Excellence * Work closely with Portfolio Management, Asset Research and Manager Research Teams to input into the development of proposals for client portfolio changes * Demonstrate knowledge of the UK Wealth markets and the needs and demands of firms to differentiate their solutions * Have a proactive approach and take ownership of work to ensure tasks are actioned quickly and efficiently * Assist in communicating any portfolio changes/positioning internally and to clients and intermediaries * Diligent application of WTW’s portfolio management processes and pro-actively suggest evolution and changes * Demonstrate sound analytical skills in forming views and opinions * Take ownership for a wide range of actions across a portfolio of clients * Learn and effectively use in-house trading systems and processes to execute portfolio management decisions * Coordinate with legal and Implementation teams to ensure correct execution of portfolio management decisions People * Support a collaborative and inclusive working environment * Build strong relationships across your working network and collaborate with other related internal teams including research, client management, operations and compliance * Actively participate in the knowledge and skills development of others Financial * Contribute to development of scalable processes to deliver value add portfolio management efficiently to multiple clients and solutions * Contribute to meeting project deliverables through effective resource utilization Excellence * Learn to understand and implement our ‘Excellence’ principles and risk management techniques * Engage in ongoing training and professional development to enhance technical investment knowledge and keep abreast of industry developments.

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Responsibilities

The Senior Analyst will design, implement, and monitor multi-asset investment solutions for a diverse range of asset owner clients. They will collaborate with internal research and client teams to execute portfolio changes and ensure the diligent application of portfolio management processes.