Senior Investment Analyst
Location: Ripon, England, United Kingdom
Investment, Risk and Reinsurance Our sophisticated approach to risk helps clients free up capital. We work in close contact with investors, reinsurers, and insurers to manage the equation between risk and return. Blending advanced analytics with deep institutional knowledge, we reveal new opportunities to maximize performance.
As a senior Investment Analyst in the team you will assist in providing a first class service to a range of UK DB pension scheme clients on a range of investment services. These services include: advice regarding mission and governance; asset-liability modelling and the development and delivery of advice regarding appropriate (dynamic) long-term investment strategies with risk-return trade-off tailored to clients' specific circumstances; implementation of strategy, including portfolio construction and risk management, mandate/manager and custodian selection; monitoring and evaluation of performance of managers and, more importantly, overall strategy versus liabilities and objectives.
Commitment to providing a 'best in class' service to clients and adherence to 'Professional Excellence' principles and procedures.
Ability to take ownership for certain projects, delivering work to budget and within required timescales
Write and review reports in a timely and effective manner.
Build strong relationships internally in the Investment team and collaborate effectively on cross-functional teams.
Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
Liaise with members of Willis Towers Watson's wider business in order to gain the necessary data and understanding of the client's needs.
Periodic involvement with technical working parties and provision of training to more junior members of the team and practice.
- Deal with Lead Consultants in order to iteratively provide a suitable solution; presented well and delivered in a timely manner.
- Support senior team members in construction and delivery of presentations to clients
- Deal with clients on a day to day basis, supported by Consultants and other Investment Analysts as appropriate.
Minimum 2:1 degree is required along with progress towards or willingness to study for relevant professional qualifications, such as CFA, FIA or equivalent.
Some work experience in a relevant Financial Service role
Excellent presentation skills.
Interest in investment issues and desire to deepen knowledge over time.
Knowledge and understanding of different asset classes.
Excellent oral and written communication skills.
Ability to deliver timely and accurate solutions, sometimes at short notice.
Able to fit seamlessly into a team of senior and more junior people all focussed on delivering work of exceptional quality.
Good IT (especially Excel) skills.
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.
Willis Towers Watson's investment consulting business aims to change investment for the better for the benefit of its clients. To achieve this, we look to hire and retain the best people, provide opportunities for them to continue to develop their skills and then empower them to make a difference. Our client base of leading investment institutions (including many of the world's largest pension funds, insurance companies and sovereign wealth funds) demand excellence and creative solutions to the investment challenges they face. As a result, we look to bring people with a variety of backgrounds and skills to work collaboratively on cutting edge assignments.