Investment Analyst - Equity Research

Job Description

The Role

As an Analyst in the Manila Research Team you will assist the global Manager Research team in conducting research into investment managers and their investment strategies on behalf of Willis Towers Watson’s clients. The initial focus of the role will be supporting the creating and running of analytical reports, together with data collation, management and analysis. Over time, we expect an Analyst’s role to broaden including advanced data analysis and interpretation that will directly affect the manager research process and impact client portfolios.

The Main Duties And Responsibilities Are

• Production/review of generic research output, including internal quantitative and qualitative reports
• Production of investment reviews of investment strategies / products
• Using internal tools to produce research analytics
• Data collation and management, using both in-house and externally-provided database systems
• Production and review of performance analysis/monitoring
• Creation of and improvements to research tools
• Assist Manager Researchers with both regular and ad-hoc data analysis
• Provide back-up to other members of Manila Research Team
• Support projects within the research team
• Develop skills as a research specialist, offering technical expertise and support
• Ensure that production of draft reports complies with quality standards (Professional Excellence and audit controls)
  
  

Performance Objectives

• Clients - take ownership of reports and build strong relationships with other teams
• Financial/Business KPIs - work efficiently and achieve chargeable hours target
• People - build strong relationships across various teams and support colleagues to create a good working environment
• Operational Excellence and Innovation - follow policies and guidelines; seek to develop more effective tools and products to support our clients and the business
  
  

Qualifications

The Requirements

• Bachelor’s degree in Economics, Business, Finance or equivalent; with at least one to two years’ of relevant work experience
• Strong technical and analytical skills, with the ability to carry out qualitative and quantitative data collection and summarise the key findings
• Proven effective oral and written communication skills in business English
• Knowledge of the R programming language is a plus
• Working knowledge of Microsoft Excel, Word, Powerpoint and Outlook, and an interest in enhancing these skills
• Good organisation and time management skill, with a proven ability to handle a variety of assignments and meet tight deadlines
• Confidence to liaise with people at all levels in a variety of roles, locations and functions
• Ability to work on own initiative when required, as well as in a team
• Detail and results orientated, with a logical and analytical method of working
• Basic project management skills is a plus
• Desire to work in the investment industry
  
  

WTW is an Equal Opportunity Employer