Trade management - Investment Analyst#
Skills
About the role
Description
The focus of the role is to perform investment operations functions for predominantly pension fund clients while working closely with operations colleagues, custodians, and investment managers to ensure activities are completed accurately and on a timely basis. Success in this role requires strong collaboration across a team-oriented environment, with a focus on sharing knowledge and coordinating across regions to deliver efficient and seamless outcomes.
The Role
Execute trades for client portfolios and WTW-managed funds in accordance with investment instructions
Monitor portfolio activity, including cash balances, positioning, and movements
Prepare and validate trade instructions, agreements, and supporting documentation
Coordinate with internal teams, custodians, and investment managers to ensure timely settlement and issue resolution
Provide regular updates to stakeholders on trade status and operational progress
Support portfolio transitions, rebalancing, and onboarding activities
Contribute to process improvements and help deliver a consistent operational framework across regions
Build strong working relationships with internal and external stakeholders
Qualifications
Bachelor’s degree (required)
Strong written and verbal English communication skills
Excellent attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
Strong organizational and problem-solving skills
Proficiency in Microsoft Excel
Willingness to learn, take ownership, and proactively ask questions
Inclsuive job opportuniy
Questions about this role
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