Senior Investment Analyst (Funds)
Willis Iberia
The Role
As a Senior Investment Analyst, you will be responsible for people management, project management and excellence and continuous improvement of the sub-groups within the Manila Investments team.
People Management
Monitor the performance of direct reports and provide feedback on a regular basis Complete the performance evaluation of each direct report as required under the HR/Talent and Reward system Encourage colleagues’ engagement and participation in company and team activities and initiatives Contribute to the development of subject matter expertise within the groupProject and Resource Management
Ensure timely delivery of reports and other deliverables that meet stakeholder expectations at a minimum Perform review of reports, ensuring that output and processes adhere to Willis Towers Watson’s excellence standards and procedures Build strong relationships with stakeholders, manage expectations proactively and anticipate and address issues in a timely and effective manner Ensure processes are documented correctly and completely at all timesExcellence and Continuous Improvement
Encourage group members to continuously look for ways to innovate and improve on processes Identify continuous improvement initiatives and work with the appropriate teams to implement theseOthers: Perform other duties and responsibilities that may be assigned from time to time
Performance Objectives
Clients – take ownership of reports 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 requirementsThe Requirements
Bachelor’s degree in Economics, Business, Finance or equivalent; with at least five years of relevant work experienceSolid experience in managing projects and clients, and in people managementProven effective oral and written communication skills in business EnglishAbility to work on own initiative when required, as well as in a teamConfidence to liaise with people at all levels in a variety of roles, locations and functionsAbility to influence direct reports, peers and superiors especially during times of ambiguityDetail and results orientated, with a logical and analytical method of workingGood organisation and time management skill, with a proven ability to handle a variety of assignments and meet tight deadlinesSound knowledge of Microsoft Excel, Word, Powerpoint and Outlook, and an interest in enhancing these skillsDesire to work in the investment industry
WTW is an Equal Opportunity Employer
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