Portfolio Strategist at Willis Limited, trading as Willis Towers Watson plc

City of London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

04 Jun, 26

Salary

0.0

Posted On

06 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Quantitative Techniques, Investment Research, Portfolio Design, Asset Allocation, Multi-Asset Strategy, Framework Development, Technology Tools, Coding, Data Input Improvement, Analytical Techniques, Presentation Skills, Written Communication, Excel Proficiency, VBA, Python, SQL

Industry

Financial Services

Description

The Investment LOB’s Global Portfolio Strategy Team seeks a highly numerate, technically strong lateral thinker to contribute to the team’s research, frameworks and technology tools. This role offers the opportunity to develop deep expertise and make an impact on global institutional investors’ asset allocation and multi-asset strategy. Responsibilities • Contribute to, and where appropriate lead, research and content development supporting the evolution of WTW’s portfolio design framework • Support the effective integration of content team views into the portfolio construction framework • Contribute to the specification and implementation/coding of portfolio design and construction frameworks into our key technology partner, Jacobi (coding skills a bonus, but not a necessity as AI can help) • Assist in the development and improvement of asset class assumptions and other data inputs into the Jacobi ecosystem • Provide ad‑hoc support to top-down research projects on new clients, asset classes and portfolio construction needs for the Global Portfolio Management Group. • Support regional portfolio managers and client teams in applying the Total Portfolio Approach (TPA) and global portfolio construction frameworks to showcase our value add and develop innovative solutions • Support asset class streams in applying TPA principles within their portfolio-building process • Understand and research the current and evolving multi-asset client base to help identify future commercial needs • Train colleagues and clients on portfolio design and construction frameworks, and the tools we use, in particular Jacobi • Contribute to high-value TPA- and Sustainability-related research projects with large asset owners

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Responsibilities

The role involves contributing to and leading research and content development for the portfolio design framework, supporting its integration with technology tools like Jacobi. Responsibilities also include assisting in improving asset class assumptions and providing support for top-down research projects.