Senior Investment Analyst - Reporting

WTW


Date: 10 hours ago
City: Taguig
Contract type: Full time
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

  • 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

The Main Duties And Responsibilities Are

  • Use appropriate tools to produce/review performance reports for 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

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

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

Performance Objectives

  • 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

WTW is an Equal Opportunity Employer

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Central Services Billing & Invoicing Analyst ( US Shift )

WTW, Taguig
10 hours ago
DescriptionThe RoleKey Responsibilities IncludePerform a variety of tasks such as commissions reconciliation, financial reporting, exhibit creation and quality review.Serve as a member of the Central Services Billing & Invoicing team executing both pre-assigned and adhoc tasksUtilize Oracle R12 and other tools to fulfil requests submitted to Invoicing & Billing Team within predetermined service levels.Document and maintain Invoicing & Billing processes...

Service Level Manager

GCash, Taguig
13 hours ago
Do you want to take the first step in making Filipinos’ lives better everyday? Here in GCash we want to stay at the forefront of the FinTech industry by creating innovative, meaningful, and convenient financial solutions for the nation! G ka ba? Join the G Nation today!Who You’ll Be Working WithIf you have a strong background in IT, computer science,...

Customer Service Representative

Probe Group, Taguig
2 days ago
Explore our end-to-end career opportunities across CX strategy, real-time speech analytics, conversational AI, outsourcing and digital transformation solutions. Contribute to projects that transform customer experiences and help leading brands connect with their audiences in meaningful ways.Life at Probe GroupCulture Our unique passion-focused culture creates a bright, bold, and buzzing atmosphere.Employee Wellbeing Probe looks to support your well-being, partnering with Sonder...