Portfolio Analyst - Growth

Great Opportunity to join us as a Portfolio Analyst – Investment Solutions Growth you will be part of the Solutions team. The Solutions team seeks to help investors access our best thinking and implementation when it comes to investment funds and strategies. They are client-friendly subject matter experts with a commercial focus responsible for developing our strategy, growing our client base and managing existing client relationships. We offer solutions across the full range of listed and private markets, including alternative asset classes, all structured to give investors the best chance of meeting their strategic investment goals. Our institutional client-base includes a range pension funds, endowments, foundations and private wealth platforms.

You will be supported by your colleagues to learn about our business and apply your skills and experience to our solutions and client portfolios.

The role will be London based and will provide support to our European and International team. We actively support flexible working and would be happy to discuss your requirements during the application process.

The Role 

• You will work alongside the Lead Portfolio Specialists and Portfolio Analysts within the business for our investment funds and strategies, helping to prepare and maintain sales collateral, presentations, and proposals tailored to client needs across asset classes 

• You will provide pipeline support by assisting with CRM updates, tracking leads, and monitoring progress against sales targets. This may include building and maintaining Power BI dashboards and reports to provide actionable insights into sales performance and pipeline health. 

• You will support senior colleagues in our marketing efforts and work closely with compliance teams to ensure all marketing materials and sales content meet regulatory and internal standards before distribution

• You will work with colleagues to prepare sales/marketing proposals for both internal and external use, provide responses to RFPs, pitches, and due diligence processes on our solutions

People 

• The role will require you to be able to build strong networks internally in the Investments business and to collaborate effectively across teams in a timely and efficient manner.

• The Solutions team is a key growth area for the business so we welcome candidates with an interest in sales/marketing and the ability to gain a commercial understanding of the attractiveness of our investment solutions relative to the broader market

• We will support you to develop a natural ease and effectiveness when dealing with clients/colleagues at all levels

• You will work in a very collaborative team and have the opportunity to learn from industry experts, to develop your own skills as well as providing support to more junior colleagues across the business

• We are happy to support you towards professional qualifications, for example the CFA

What you’ll bring 

• We would expect a candidate for a role at this level to have some relevant experience  although applicants with no prior work experience will also be considered

• Degree level education in any discipline, but you will need to demonstrate an interest in investments and a desire to deepen this knowledge over time

• Self-starter who is adaptive, fast-learning, responsive, reliable, extremely well-organized, detail-oriented and committed to accuracy

• Strong communication skills

• Exceptional aptitude for following up and following through on assigned tasks

• Knowledge from a previous role in investment management producing marketing content and sales aides, or providing client service would be advantageous but not essential

• The MS Office suite is used daily so experience working with these programs is beneficial, particularly in Excel and PowerPoint

• Experience with Microsoft Dynamics CRM for managing client and sales data and proficiency in Power BI for creating dashboards to support sales insights is beneficial 

• An interest to use AI (eg CoPilot) to improve workflow and efficiency

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