Senior Investment Analyst - Funds
Taguig, Metro Manila, Philippines
Senior Investment Analyst - Funds
- 202600354
- Taguig, Metro Manila, Philippines
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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