Portfolio Management Analyst

As a Senior Analyst in the Portfolio Management team you will help design, implement, present and then monitor investment solutions, to a range of asset owner clients including Wealth management clients and pension schemes. 

This role will build experience of working with clients to design and implement solutions to meet their specific goals in the most efficient manner. You will sit at the core of our portfolio management team, that is responsible for managing a wide range of multi-asset and specialist portfolios using multi-manager implementation and is currently responsible for managing more than $180bn globally. 

Our client base is seeking creative solutions to the investment challenges they face.  As a result, we look to bring people with a variety of backgrounds and skills to work collaboratively on cutting edge assignments

The role provides the opportunity to build your knowledge by working with a wide range of our internal teams, in particular our research and client teams, and the broader network of specialists within WTW’s investment business.  With this role, you will be supported to develop your investment specific knowledge and skills, as well as a broad range of consulting, communication and commercial skills.

The Role

As a Senior Analyst in the multi-asset portfolio management team, your responsibilities will be as follows:

Clients and Excellence

• Work closely with Portfolio Management, Asset Research and Manager Research Teams to input into the development of proposals for client portfolio changes

• Demonstrate knowledge of the UK Wealth markets and the needs and demands of firms to differentiate their solutions

• Have a proactive approach and take ownership of work to ensure tasks are actioned quickly and efficiently

• Assist in communicating any portfolio changes/positioning internally and to clients and intermediaries

• Diligent application of WTW’s portfolio management processes and pro-actively suggest evolution and changes

• Demonstrate sound analytical skills in forming views and opinions

• Take ownership for a wide range of actions across a portfolio of clients

• Learn and effectively use in-house trading systems and processes to execute portfolio management decisions

• Coordinate with legal and Implementation teams to ensure correct execution of portfolio management decisions

People

• Support a collaborative and inclusive working environment

• Build strong relationships across your working network and collaborate with other related internal teams including research, client management, operations and compliance

• Actively participate in the knowledge and skills development of others

Financial

• Contribute to development of scalable processes to deliver value add portfolio management efficiently to multiple clients and solutions

• Contribute to meeting project deliverables through effective resource utilization

   

Excellence

• Learn to understand and implement our ‘Excellence’ principles and risk management techniques

• Engage in ongoing training and professional development to enhance technical investment knowledge and keep abreast of industry developments.

What you’ll bring

• Multi-asset investing and asset allocation expertise

• Strong quantitative and qualitative analytical skills

• Portfolio construction and risk management knowledge

• Understanding of UK wealth management market

• Financial modeling and data analysis (Excel; Python is a plus)

• Ability to generate clear investment views and recommendations

• Effective communication with clients and internal stakeholders

• Cross-functional collaboration (research, operations, compliance)

• Strong execution and attention to detail in portfolio decisions

• Time management and ability to handle multiple portfolios

• Proactive mindset with ownership and accountability

• Continuous learning and awareness of market trends

What we offer

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

Equal Opportunity Employer

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@wtwco.com