At a Glance
- Tasks: Research equity investment managers and strategies while collaborating with a global team.
- Company: Join WTW's innovative Listed Equity team in vibrant Lisbon.
- Benefits: Gain valuable experience, mentorship, and exposure to financial markets.
- Other info: Dynamic, inclusive environment with opportunities for growth and learning.
- Why this job: Kickstart your career in finance with hands-on research and impactful projects.
- Qualifications: Degree in finance or related field; analytical skills and curiosity are key.
The predicted salary is between 54000 - 66000 £ per year.
We have an opportunity for an Equity Manager Research Analyst to join WTW's global Listed Equity team, to be based in Lisbon.
You will help research equity investment managers and strategies, contribute to portfolio and client work, and develop alongside experienced colleagues across WTW's international investment research network.
The role will form part of WTW's growing investment presence in Lisbon and offers a strong entry point for someone with analytical ability, intellectual curiosity and an interest in financial markets.
Prior relevant experience is not required, although exposure to investment research, asset management or financial analysis would be beneficial.
You will support the research and assessment of listed equity investment strategies globally.
The work combines desk-based analysis, meetings with investment teams, quantitative analysis and clear written communication, with opportunities to contribute to investment solutions and client outcomes.
Source and analyse equity investment managers and strategies across global markets.
Support desk-based research into investment teams, philosophies, processes, portfolios, performance, risk and responsible-investment practices.
Prepare for and participate in meetings with investment managers, record evidence and help identify follow-up questions.
Use quantitative analysis to evaluate funds and portfolios, working with colleagues and central data resources to improve research methods.
Support portfolio construction, risk analysis and the application of manager research within client portfolios and investment solutions.
Contribute to client work, including timely investment commentary, market narratives and thematic content relevant to UK and European wealth and institutional clients.
Collaborate with colleagues across WTW's global Listed Equity and Manager Research teams and contribute to shared intellectual capital.
Build knowledge of sustainability, inclusion and diversity, technology, machine learning and alternative data as these topics affect equity investment strategies. Qualifications
The Requirements An undergraduate degree, or equivalent qualification, in finance, economics, mathematics, statistics, business or another relevant discipline.
A genuine interest in investing, financial markets and how investment managers make decisions.
Analytical and quantitative ability, with confidence working with financial and numerical information.
Ability to gather and assess information critically and form a clear, fact-based view.
Effective written and verbal communication skills in English.
Strong organisation and attention to detail, with the ability to manage a varied workload and meet deadlines.
Intellectual curiosity, sound judgement and willingness to learn from colleagues and feedback.
A collaborative approach and commitment to working in an inclusive, international team environment.
Equity Manager Research Analyst in City of London employer: WTW
WTW is an exceptional employer that prioritises inclusivity and employee wellbeing, offering a comprehensive benefits package that includes 25 days of annual leave, private healthcare, and a defined contribution pension scheme. The work culture fosters professional growth through hybrid working options and opportunities to engage in meaningful community service, making it an ideal environment for those looking to develop their careers while contributing positively to society.
StudySmarter Expert Advice🤫
We think this is how you could land Equity Manager Research Analyst in City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like WTW. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Equity Manager Research Analyst in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to WTW.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on WTW's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at WTW
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with WTW.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at WTW will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former WTW employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
