Junior Portfolio Specialist

Job description

JOB DESCRIPTION

The Company

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.

The Business

WTW Investments business aims to change investment for the better for the benefit of its clients. To achieve this, we look to hire and retain bright, hungry and dynamic 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.

Our business is developing in exciting new ways and at the forefront of these is our effort to support more clients in specialist areas of their asset portfolio (eg, equity, multi-asset, liquid alternatives, private markets, credit and secure income). Our large team of investment professionals, spanning capital markets, portfolio management and investment research creates a unique platform from which to continue to grow our business in specialist areas. This is a key focus of Inv2020, our strategic plan.

The team responsible for this part of our business is the Specialist Portfolio Solutions or SPS team, within our delegated business. SPS are client-friendly, subject matter experts with a commercial focus responsible for developing our strategy, growing our client base and managing clients. We are a global team of 35, have over 100 clients and around $30bn in AUM.

The Role

This role provides the candidate with an opportunity to join SPS, a growing part of the business, as a Junior Portfolio Specialist. The successful candidate will work closely with the UK team responsible for growing our client base in a market at the heart of the business.

Specific responsibilities include:

·  Prepare sales/marketing proposals for both internal and external use
·  Compile internal reports for senior management
·  Lead Generation – support UK SPS Distribution proactively in all aspects of identification and pursuit
·  Support organisation of roadshows and other client/prospect visits to leverage planned travel by portfolio specialists globally
·  Undertake ad-hoc research projects to assist sales and marketing efforts
·  Upload meeting notes and prospect correspondence electronically
·  Review and identify ways to streamline sales and operation processes on an on-going basis
·  Coordinate and assist with events planning

Coordinate mailings including managing mailing lists in CIS; keep lists current and send mailings out via emails

Excellence

·  Ability to multi-task and deliver accurately on time
·  Commitment to providing a ‘best in class’ service

People
·  Ability to build strong networks internally in the Investment business and to collaborate effectively on cross-functional teams
·  Natural ease and effectiveness when dealing with clients/colleagues at all levels.

The Requirements

·  Degree level education, with relevant experience ideally within an investment management business
·  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 producing marketing content and sales aides would be advantageous
·  Interest in investment issues and desire to deepen knowledge over time.
·  Advanced MS Excel and PowerPoint skills
·  Functional with the internet/intranet and proprietary software

Willis Towers Watson is an equal opportunities employer and does not discriminate on any basis. We support flexible working and this role will be considered on a flexible basis.