At a Glance
- Tasks: Join a dynamic team to analyse investments and support client growth.
- Company: Willis Towers Watson, a global leader in advisory and solutions.
- Benefits: Competitive salary, professional development, and collaborative work environment.
- Other info: Exciting opportunities for career growth in a supportive environment.
- Why this job: Make a real impact in investment while developing your skills.
- Qualifications: Strong analytical skills and ability to collaborate with diverse teams.
The predicted salary is between 36000 - 60000 £ per year.
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.
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 diversify our client base from our typical pension fund client focus into new markets like wealth management, charities, endowment and foundations. 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 Inv2027, our strategic plan.
The team responsible for this part of our business is GB Wealth and Retail team. The team are focused on servicing clients and expanding our client base within the GB Wealth and Retail channel by creating solutions for our clients across business, strategic or investment advice, outsourced investment management and WTW influenced funds. We are a small, but growing team of 12, and we service clients with £12bn AUMA.
This role provides the candidate with an opportunity to join the GB Wealth and Retail team, a key focus for the global business, as an analyst. The successful candidate will work closely with the UK team responsible for servicing and growing our client base in a market at the heart of the business. We are looking for a full-time investment analyst who will be part of a collaborative team of colleagues.
Specific responsibilities include:
- Prepare sales/marketing proposals for prospective clients
- Upload meeting notes and prospect correspondence electronically to our CRM system
- Produce regular client deliverables on market commentary, portfolio reviews and performance reporting
- Support the team by organising the sales pipeline, providing regular MI reporting and supporting distribution efforts
- Co-ordinate projects for clients by working with the research, portfolio management and operations teams
- Suggest more efficient ways of working and help the team to implement new ideas
- Coordinate mailings including managing mailing lists; 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 and cross-geography teams
Natural ease and effectiveness when dealing with clients/colleagues at all levels.
Investment Analyst in London employer: WTW
Willis Towers Watson is an exceptional employer, offering a dynamic work environment where investment analysts can thrive and grow. With a strong commitment to employee development, the company fosters a collaborative culture that empowers individuals to make impactful contributions while working with a diverse client base in the heart of the financial sector. Located in a vibrant area, employees benefit from access to a wealth of resources and networking opportunities, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like WTW, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like WTW.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like WTW.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including WTW, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Analyst in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like WTW want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to WTW.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at WTW will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to WTW. Numbers speak louder than words!
How to prepare for a job interview at WTW
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like WTW want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withWTW.
