Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team to shape global investment strategies and enhance portfolio frameworks.
- Company: WTW, a leader in investment solutions with a focus on innovation.
- Benefits: 25 days annual leave, private healthcare, pension scheme, and hybrid working options.
- Why this job: Make a real impact on institutional investors' asset allocation and multi-asset strategies.
- Qualifications: Strong numerical skills and a passion for applying quantitative techniques in investing.
- Other info: Enjoy a supportive culture with opportunities for professional growth and community involvement.
The predicted salary is between 36000 - 60000 £ per year.
The Investment Global Portfolio Strategy Team seeks a highly numerate, technically strong lateral thinker to contribute to the team’s research, frameworks and technology tools. This role offers the opportunity to develop deep expertise and make an impact on global institutional investors’ asset allocation and multi-asset strategy.
Responsibilities
- Contribute to, and where appropriate lead, research and content development supporting the evolution of WTW’s portfolio design framework.
- Support the effective integration of content team views into the portfolio construction framework.
- Contribute to the specification and implementation/coding of portfolio design and construction frameworks into our key technology partner, Jacobi (coding skills a bonus, but not a necessity as AI can help).
- Assist in the development and improvement of asset class assumptions and other data inputs into the Jacobi ecosystem.
- Provide ad-hoc support to top-down research projects on new clients, asset classes and portfolio construction needs for the Global Portfolio Management Group.
- Support regional portfolio managers and client teams in applying the Total Portfolio Approach (TPA) and global portfolio construction frameworks to showcase our value add and develop innovative solutions.
- Support asset class streams in applying TPA principles within their portfolio-building process.
- Understand and research the current and evolving multi-asset client base to help identify future commercial needs.
- Train colleagues and clients on portfolio design and construction frameworks, and the tools we use, in particular Jacobi.
- Contribute to high-value TPA- and Sustainability-related research projects with large asset owners.
Qualifications
- Strong numerical background (e.g. degree in Mathematics, Physics, Actuarial Science, Computer Science, Quantitative Finance, Finance, Economics etc).
- Attainment/progress towards post-graduate qualification such as PhD, Actuary or CFA is desirable but not essential.
- Deep interest in applying quantitative techniques to the real world of investing, i.e. using maths to solve investors’ problems.
- Knowledge of, and strong interest in, the institutional investment industry and economics.
- Proven work experience in a role applying technical skills to real world problems.
- Proven ability to research complex topics, apply analytical techniques and drive toward pragmatic solutions.
- Detail and results orientated, with a structured, systematic and analytical approach to work.
- Good organisation and time management skills, with a proven ability to handle a variety of assignments and meet tight deadlines.
- Strong presentation and written communication skills.
- Ability to work independently or as part of a team, with enthusiasm to challenge processes and drive change.
- Confidence to communicate and work with people at all levels, across locations and functions.
- Knowledge of institutional investors is desirable but not essential.
- Highly proficient in Excel; coding skills in VBA/python/R/SQL are valuable but not required.
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.
Portfolio Strategist employer: Willis Towers Watson
Contact Detail:
Willis Towers Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Strategist
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment and portfolio management space. Use platforms like LinkedIn to connect with people who work at WTW or similar firms. A friendly message can go a long way in getting your foot in the door.
✨Tip Number 2
Show off your skills! Prepare a portfolio that highlights your quantitative techniques and any relevant projects you've worked on. This is your chance to demonstrate how you can apply your numerical background to real-world investing problems.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by brushing up on your technical knowledge and problem-solving skills. Be prepared to discuss how you would approach portfolio design and construction, especially using tools like Jacobi.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're genuinely interested in joining our team. Don’t forget to tailor your application to highlight your passion for multi-asset strategies and institutional investing.
We think you need these skills to ace Portfolio Strategist
Some tips for your application 🫡
Show Off Your Numbers Game: Since we're looking for someone with a strong numerical background, make sure to highlight your relevant qualifications and experiences. Whether it's your degree or any projects you've worked on, let us see how you can apply those skills in the real world of investing.
Tailor Your Application: Take a moment to customise your application for the Portfolio Strategist role. Use keywords from the job description and demonstrate how your experience aligns with our needs. This shows us that you're genuinely interested and have done your homework!
Keep It Clear and Concise: When writing your application, clarity is key! We appreciate well-structured and easy-to-read content. Avoid jargon unless necessary, and make sure your passion for the investment industry shines through without overwhelming us with too much information.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super straightforward and user-friendly!
How to prepare for a job interview at Willis Towers Watson
✨Know Your Numbers
As a Portfolio Strategist, you'll need to showcase your strong numerical background. Brush up on key concepts in mathematics and finance that are relevant to the role. Be prepared to discuss how you've applied quantitative techniques to solve real-world investment problems.
✨Research the Company
Dive deep into WTW’s portfolio design framework and their approach to multi-asset strategies. Understanding their methodologies will not only help you answer questions more effectively but also demonstrate your genuine interest in the company and its goals.
✨Showcase Your Analytical Skills
Be ready to discuss specific examples where you've researched complex topics and driven towards pragmatic solutions. Highlight your structured and analytical approach to work, as this is crucial for the role. Use the STAR method (Situation, Task, Action, Result) to frame your responses.
✨Prepare for Technical Questions
While coding skills aren't mandatory, having a basic understanding of tools like Excel, VBA, or Python can set you apart. Be prepared to discuss any technical projects you've worked on, even if they were academic. This shows your willingness to learn and adapt to the technological aspects of the role.