Description

The focus of the role is to perform investment operations functions for predominantly pension fund clients while working closely with operations colleagues, custodians, and investment managers to ensure activities are completed accurately and on a timely basis. Success in this role requires strong collaboration across a team-oriented environment, with a focus on sharing knowledge and coordinating across regions to deliver efficient and seamless outcomes.

The Role

Execute trades for client portfolios and WTW-managed funds in accordance with investment instructions
Monitor portfolio activity, including cash balances, positioning, and movements
Prepare and validate trade instructions, agreements, and supporting documentation
Coordinate with internal teams, custodians, and investment managers to ensure timely settlement and issue resolution
Provide regular updates to stakeholders on trade status and operational progress
Support portfolio transitions, rebalancing, and onboarding activities
Contribute to process improvements and help deliver a consistent operational framework across regions
Build strong working relationships with internal and external stakeholders

Qualifications

Bachelor’s degree (required)
Strong written and verbal English communication skills
Excellent attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
Strong organizational and problem-solving skills
Proficiency in Microsoft Excel
Willingness to learn, take ownership, and proactively ask questions

Inclusive job opportuniy

Unsolicited Contact

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.

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Trade Management - Investment Specialist#