Investment Analyst - Equity Research

Taguig, Metro Manila, Philippines

Investment Analyst - Equity Research

  • Taguig, Metro Manila, Philippines
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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

Contacto no solicitado

Cualquier currículum o perfil de candidato no solicitado enviado a través de nuestro sitio web o a las cuentas de correo electrónico personales de los empleados de Willis Towers Watson se considera propiedad de Willis Towers Watson y no está sujeto al pago de honorarios de agencia. Para ser una agencia de reclutamiento/empresa de búsqueda autorizada por Willis Towers Watson, dicha agencia debe tener un acuerdo escrito formal existente firmado por un reclutador autorizado de Willis Towers Watson y una relación de trabajo activa con la organización. Los currículums deben enviarse de acuerdo con nuestro proceso de presentación de candidatos, que incluye participar activamente en la búsqueda particular. Asimismo, para nuestras agencias de reclutamiento/empresas de búsqueda autorizadas, si no se sigue el proceso de presentación de candidatos, Willis Towers Watson no pagará honorarios de agencia. Willis Towers Watson es un empleador que ofrece igualdad de oportunidades. Si desea que guardemos su información de contacto para considerarla en el futuro, envíe un correo electrónico a: Agency.inquiries@willistowerswatson.com .

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