Project Manager

The Project Manager will play a key role in supporting investment research activities while driving the planning and execution of projects across the business. This role requires a combination of analytical, research, and project management capabilities to support investment decision-making and ensure effective delivery of initiatives within defined timelines and scope. The incumbent will work closely with cross-functional stakeholders to gather insights and produce structured reporting, while contributing to process improvements and operational efficiency.

• Project Management
  • Develop and maintain project plans, including timelines, milestones, and deliverables. 
  • Coordinate and lead project meetings, ensuring effective communication and stakeholder alignment. 
  • Track project progress, identify potential risks, and implement appropriate mitigation strategies. 
  • Ensure projects are delivered on time, within scope, and within budget. 

• Mailbox Ownership & Management
  • Monitor response SLAs and proactively escalate overdue actions or unresolved queries to appropriate stakeholders.
  • Standardize mailbox processes, templates, and categorization rules to improve efficiency and consistency.
  • Provide regular reporting on mailbox volume, response times, outstanding actions, and accountability metrics.

• Reporting & Analysis
  • Prepare daily, weekly, and monthly reports on project status, performance metrics, risks, and issues. 
  • Conduct ad hoc analysis and generate reports to support business and investment decisions. 
  • Lead and/or support special projects as required. 

• Investment Research & Analysis
  • Conduct structured research across various asset classes to support investment decision-making. 
  • Perform basic industry and market analysis to identify trends and key factors impacting investment performance. 
  • Support due diligence processes, including data gathering and analysis, to contribute to the development of investment theses. 

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

Technical Skills

• Bachelor’s degree, preferably in finance, capital markets, or a related discipline 

• Two to three years of project management experience, preferably either at a financial company, consultant, or data provider

• Advanced proficiency in Microsoft Excel. 

• Familiarity with data analysis tools such as Python or SQL is an advantage. 

   

Core Competencies

• Strong critical thinking and problem-solving skills. 

• High attention to detail and accuracy. 

• Ability to manage time effectively and work under tight deadlines. 

• Excellent written and verbal communication skills. 

WTW is an Equal Opportunity Employer