Portfolio Management Analyst

WTW • New York, NY

2d • Hybrid

About The Position

This is an exciting opportunity to join a collaborative and supportive
Investment team. Your role as a Portfolio Management analyst will be to support
portfolio management and related client service activities for discretionary
investment accounts. You will be an integral member of the team managing the
funds which we use in multi-asset portfolios for our clients. You will have the
opportunity to provide positive experience and drive outcomes for our
discretionary clients by building knowledge of our processes and leveraging a
deep bench of internal teams and resources across Portfolio Management, Client
Consulting, Operations, Manager Research, and Asset Research. You will have
exposure to the entirety of our investment process and will be supported in the
role to develop your portfolio management and asset class knowledge and enhance
a broad range of communication and leadership skills.

We welcome the opportunity to discuss your working preferences as we offer
flexibility in the role, however we note that regular office attendance of three
days per week is a standard requirement.

Requirements

• existing experience and knowledge

Responsibilities

• Monitor and manage portfolio exposures and trading/rebalancing activity across both multi-asset and asset class portfolios (such as equities, alternative credit, real assets, and liquid diversifiers), working with Operations as required to ensure accurate and efficient trade execution, settlement, and reporting.
• Support investment strategy and asset allocation decisions for the client base, including multi-manager asset class portfolios and liability hedging portfolios.
• Work with Portfolio Management and Manager / Asset Research Teams to develop proposals for portfolio changes, identifying and following up on areas requiring further analysis or research.
• Gain exposure and working experience with portfolios of institutional investors, notably defined benefit and defined contribution investors.
• Support the agenda, create materials, and contribute to discussions at Investment Committee meetings.
• Build relationships internally and collaborate effectively on cross-functional teams, including responding to internal queries and providing timely updates on portfolio performance and strategy to the wider team.
• Support and encourage your peers to create a culture of collaboration and success.
• You will have the opportunity for professional and personal development through professional qualifications and access to our core learning and development curriculum.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed