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Senior Investment Analyst - Funds

Taguig, Metro Manila, Philippines

Senior Investment Analyst - Funds

  • 202600354
  • Taguig, Metro Manila, Philippines
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Description

The Role

As a Senior Investment Analyst in the Manila Investments team, you will be part of a team of enthusiastic professionals. You will build a sound understanding of the client and its reporting needs, while working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. You will:

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  • Enhance skills as a reporting specialist, offering technical expertise and support

  • Take on-going ownership of reporting for a variety of large clients and internal uses

  • Enjoy opportunities to broaden skills and knowledge through training, development and project work

  • Initially focus on building a good understanding of report production techniques and underlying concepts, and quickly develop the skill and attention to detail to carry out technical reviews, in order to deliver reporting in line with WTW standards

  • Be a subject matter expert for investment performance reporting

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The main duties and responsibilities are:

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  • Use appropriate tools to produce/review performance reports for our funds and our clients. Reports may include scheme-specifics, stock-level risk analysis, attribution and more

  • Data collation and management; using both our in-house and externally provided database systems

  • Ensure that production of draft reports complies with quality standards (Excellence and audit controls)

  • Supporting ad-hoc administration and project requirements within the Manila Investments team

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Excellence and Continuous Improvement

  • Encourage group members to continuously look for ways to innovate and improve on processes

  • Identify continuous improvement initiatives and work with the appropriate teams to implement these

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Others: Perform other duties and responsibilities that may be assigned from time to time

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Performance Objectives

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  • Clients – take ownership of reports and build strong relationships with other teams

  • Financial/Business KPIs – accurate and timely submission of time and expense reports; monitor revenue and billed hours

  • People – build strong relationships across various teams and support colleagues to create a good working environment

  • Operational Excellence and Innovation – implement Operational Excellence in all programs and adhere to client, local and international compliance requirements

Qualifications

The Requirements

  • Bachelor’s degree in Economics, Business, Finance or equivalent; with at least five years of relevant work experience

  • Solid experience in managing projects and clients, and in people management

  • Proven effective oral and written communication skills in business English

  • Ability to work on own initiative when required, as well as in a team

  • Confidence to liaise with people at all levels in a variety of roles, locations and functions

  • Ability to influence peers and superiors especially during times of ambiguity

  • Detail and results orientated, with a logical and analytical method of working

  • Good organisation and time management skill, with a proven ability to handle a variety of assignments and meet tight deadlines

  • Sound knowledge of Microsoft Excel, Word, Powerpoint and Outlook, and an interest in enhancing these skills

  • Desire to work in the investment industry

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51动漫免费在线观看 is an equal opportunity employer?

Contato n?o solicitado

Quaisquer currículos/perfis de candidatos n?o solicitados enviados através do nosso site ou para contas de e-mail pessoais de colaboradores da Willis Towers Watson s?o considerados propriedade da Willis Towers Watson e n?o est?o sujeitos ao pagamento de taxas de agência. Para ser uma Agência de Recrutamento ou Empresa de Sele??o autorizada pela Willis Towers Watson, é necessário que a agência tenha um contrato formal e escrito vigente, assinado por um recrutador autorizado da Willis Towers Watson, além de manter uma rela??o ativa de trabalho com a organiza??o. Currículos devem ser enviados de acordo com nosso processo de envio de candidatos, o qual inclui participa??o ativa na vaga específica. Da mesma forma, para nossas Agências de Recrutamento/Empresas de Sele??o autorizadas, caso o processo de envio de candidatos n?o seja seguido, nenhuma taxa será paga pela Willis Towers Watson. A Willis Towers Watson é um empregador que promove a igualdade de oportunidades. Se você gostaria de ter suas informa??es de contato salvas para considera??o futura, por favor envie um e-mail: agency.inquiries@willistowerswatson.com.

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