Investment Portfolio Manager
hace 1 semana
**Job Summary**
We are seeking a highly skilled and detail-oriented professional to join our team at Wtw as an Investment Analyst. As an Investment Analyst, you will play a critical role in supporting our business needs by collecting and analyzing financial data, identifying trends, and providing insights to inform investment decisions.
**Key Responsibilities**
- Collect and analyze financial statements from clients and custody providers
- Obtain and review information on client investments, including manager details and asset under management (AUM)
- Calculate returns on client accounts and the overall plan
- Support business needs through data analysis and insights
- Maintain effective communication with the Client Team to deliver high-quality work
**Requirements**
- Experience in a related field, with a strong understanding of financial data and analysis
- Resourcefulness and a desire to expand investment knowledge
- Ability to combine project management and organizational skills with effective communication and collaboration
- Proficiency in Excel and databases, with experience in applying these skills to internal processes and systems
- Professional English language skills
**What We Offer**
At Wtw, we value innovation, teamwork, and professional growth. As an Investment Analyst, you will have the opportunity to work with a talented team, develop your skills, and contribute to the success of our business.
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