As an Investment Analyst, sit within the Portfolio Strategy team that provides support to the Portfolio Management Group (PMG) within the Global Investments team. More specifically, the role would entail the following:

PMG Portfolio Construction process

• Quarterly update of capital market assumptions used to support the modelling of PMG portfolios

• Support the periodic review of key assumptions and attributes for the strategies in PMG portfolios

• Support the development of assumptions for new investment strategies

• Support the ongoing evolution of the portfolio construction process and development of new portfolio construction content

• Maintain and update key documentation relating to the portfolio construction process and assumptions framework

Jacobi (Multi-Asset Portfolio Construction Platform used by WTW)

• Synthesis of user feedback provided by Regional PMGs on existing/potential new functionality and filtering to the Jacobi Product Owner for prioritisation

• Gathering, understanding and defining user story requirements for new features on and functionality, including those required to implement enhancements to the portfolio construction process

• Working with Jacobi and WTW developers on building and acceptance testing of new functionality

• Implementation of the domain expertise that is being applied by the platform including:

o Maintenance and updating/management of simulation sets

o Creation/maintenance and updating of asset classes and strategies

o Creation/maintenance of portfolio construction “lenses” and weightings for different investor types

• Provision of ‘Tier 2’ level of technical support where issues cannot be resolved by Regional subject matter experts

• Training of Regional PMG and other colleagues using Jacobi

Performance Objectives

• Clients – take ownership of outputs and deliverables and build strong relationships with other teams

• Financial/Business KPIs – accurate and timely submission of time and expense reports; monitor revenue and billed hours

• People – build strong relationships across various teams and support colleagues to create a good working environment

• Operational Excellence and Innovation – implement Operational Excellence in all programs and adhere to client, local and international compliance requirements

• Bachelor’s degree in Economics, Business, Finance or equivalent; with at least three years of relevant work experience

• Good organisation and time management skills, with a proven ability to handle a variety of assignments and meet tight deadlines

• Strong technical and analytical skills, ideally with a sound understanding of assumption-setting processes and asset modelling

• Ability to translate business requirements into technical specifications

• Experience with the portfolio construction process and associated frameworks is an advantage

• 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 and work 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

• Sound knowledge of Microsoft Excel, Word, Powerpoint and Outlook, and an interest in enhancing these skills

• Desire to work in the investment industry