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Investment Analyst
Investment Analyst
KURZBESCHREIBUNG STELLE
Taguig, PH
The Role
The Manila Onboarding is under Investment Operations – a team within the Investments line of business.
The Manila Onboarding is part of WTW Global Investment Operations that is responsible for three types of onboarding work streams: Client Onboarding (COB), Manager Onboarding (MOB) and Funds Onboarding (FOB).
COB deals with coordinating and project managing the onboarding of prospective clients to receive WTW fiduciary management services. The main stages of the onboarding include Contracting – co-ordinating the terms and signing the Fiduciary Management Agreement (FMA) and Power of Attorney (POA); Operational Readiness – obtaining and preparing Anti Money Laundering (AML) and Know Your Client (KYC) documentation to allow client investment with asset managers; Custody account set -up.
MOB deals with coordinating legal and tax reviews of asset manager fund documentation including instructing and liaising with external legal counsel, managing and completing proxy voting matters and assisting internal stakeholders with ad hoc legal or tax queries, using the advice of internal legal counsel where required.
Funds Onboarding Funds Onboarding is a work-stream responsible for supporting clients, both new and existing, investing into the Towers Watson Investment Management (“TWIM”) Funds. The TWIM Funds being a suite of Funds, managed in-house, available to internal and external professional investors.
The Onboarding team encourages collaboration, career progression and flexibility in working patterns.
In this role, you will:
- Learn about all aspects of onboarding and experience working across the different workstreams, focusing on areas mentioned in the role summary above.
- Maintain and build relationships with internal and external stakeholders across different professions within the industry.
- Learn about the various asset classes, funds, and the underlying structure of our clients’ investments.
- Support the onboarding specialists with their day-to-day activities to become a well-rounded and experienced Onboarding Associate.
- Follow procedures to ensure all transactions (subscriptions, redemptions, switches, transfers, drawdowns, late settlements) are carried out correctly and efficiently.
- Manage end-to-end static data updates for clients, such as bank details changes, registered address changes, Trustee changes and Authorised Signatory List (“ASL”) renewals.
- Learn about the various TWIM Fund strategies and the underlying structure of our clients’ TWIM accounts.
As you develop and your career progresses you will gain the opportunity to:
- Deploy your skills to review work produced by others to ensure it meets WTW’s high professional standards
- Lead work streams and/or teams within the team
- Take a lead role in projects within the function, team or wider business
The successful candidate will be expected to work within the existing risk management and audit framework of the team and business, which includes checklists and review processes, branded ‘Professional Excellence’. All team members are encouraged to contribute ideas for process improvements.
The Requirements
- Bachelor’s degree required, with at least 2 years of relevant work experience
- Confidence to liaise with people at all levels in a variety of roles, locations and functions
- Proven effective oral and written communication skills in business English; ability to ask right questions and seek help where appropriate
- 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
- Good organisation and time management skill, with a proven ability to handle a variety of assignments and meet tight deadlines
- Good communicator, pro-active, self-starter with a keen eye for detail and ability to multi-task
- Team player with enthusiasm to challenge processes and work with the team to effect change
- Enthusiasm to learn all aspects of Onboarding
- Knowledge of institutional investors is desirable but not essential
- open to be assigned to EMEA shift
WTW is an equal opportunities employer
INITIATIVBEWERBUNGEN
Jegliche Initiativbewerbungen/Kandidatenprofile, die über unsere Website oder persönliche E-Mail-Konten von Mitarbeitern bei Willis Towers Watson eingehen, werden als Eigentum von Willis Towers Watson betrachtet und sind von der Zahlung von Vermittlungsgebühren ausgenommen. Eine Agentur, die für Willis Towers Watson als autorisierter Personalvermittler/Headhunter tätig werden möchte, muss eine offizielle schriftliche, durch einen Personalreferenten von Willis Towers Watson unterschriebene Vereinbarung und eine aktive Arbeitsbeziehung mit dem Unternehmen haben. Bewerbungen müssen gemäß unserem Bewerbungsverfahren für Kandidaten eingereicht werden und setzt eine aktive Beteiligung an der jeweiligen Personalsuche voraus. Ebenso gilt für unsere autorisierten Personalvermittler/Headhunter, dass bei Nichtbefolgen des Bewerbungsverfahren für Kandidaten keine Vermittlungsgebühren von Willis Towers Watson entrichtet werden. Willis Towers Watson ist ein Arbeitgeber, der sich für die Chancengleichheit engagiert. Wenn wir Ihre Kontaktdaten für zukünftige Zwecke speichern sollen, senden Sie bitte eine E-Mail an: Agency.inquiries@willistowerswatson.com.
UNSERE Standorte
Unsere Kollegen betreuen Kunden in mehr als 140 Ländern und Märkten auf der ganzen Welt. Aufgrund der globalen Dimension unserer Tätigkeiten eröffnen sich Ihnen unzählige spannende Kooperations- und Wachstumsmöglichkeiten. Auf der unten stehenden Karte können Sie nachsehen, wohin Sie Ihre Karriere führen könnte.
LERNEN SIE UNSER TEAM KENNEN
Karen McDonagh Reynolds
Nick Alexander
Jaime Sánchez Gómez-Landero
Paul Dowding
Ravi Khambhati
Emily Reading
Melanie Harding
Trey Franklin
Nuno Arruda
Suzanne Vaughan
Pei Wang
Basil Al Hatoum
HeeJung Kim
Charlotte Olson
Anshul Garg
Jasmin Bedi
Jessica Melville
Kanika Mehta
Mae Heloise Lisaca
Charlie (Charlotte) Garrod
Karen McDonagh Reynolds
Nick Alexander
Jaime Sánchez Gómez-Landero
Paul Dowding
Ravi Khambhati
Emily Reading
Melanie Harding
Trey Franklin
Nuno Arruda
Suzanne Vaughan
Pei Wang
Basil Al Hatoum
HeeJung Kim
Charlotte Olson
Anshul Garg
Jasmin Bedi
Jessica Melville
Kanika Mehta
Mae Heloise Lisaca
VERANSTALTUNGEN
There are no upcoming events at this time.
Bei WTW setzen wir auf Chancengleichheit und sind bestrebt, eine vielfältige Belegschaft zu fördern und ein integratives Arbeitsumfeld zu schaffen, in dem jede/r respektiert, geschätzt und geachtet wird. Wir tolerieren keine Form der rechtswidrigen Diskriminierung und unterstützen auch keine Vorgehensweisen oder Initiativen, die gegen jegliche Menschenrechte verstoßen.