Investment Analyst - Onboarding

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 in Economics, Business, Finance or equivalent; with at least 6 months to one year experience
• Proven effective oral and written communication skills in business English
• Ability to work on own initiative when required, as well as in a team
• Confidence to liaise with people at all levels in a variety of roles, locations and functions
• 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
• Sound knowledge of Microsoft Excel, Word, Powerpoint and Outlook, and an interest in enhancing these skills
• Desire to work in the investment industry

WTW is an Equal Opportunity Employer