Portfolio Strategy Analyst

Taguig - Philippines

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Description

The main duties and responsibilities are:

Portfolio Construction & Strategy Development

Maintain and update the TDRG return driver model with quarterly return factors and PMG assumptions.
Assist in the periodic review and refinement of risk/return assumptions for existing PMG strategies.
Support the development of assumptions for new PMG strategies and portfolio design content.
Contribute to the evolution of portfolio construction methodologies and frameworks.
Maintain documentation related to portfolio construction processes and assumptions.
Provide technical support to RPMG executives on portfolio construction and modeling queries.

Jacobi Platform Enablement

Collect and synthesize user feedback from Regional PMGs to inform platform enhancements.
Define user story requirements for globally relevant features and strategy content.
Collaborate with Jacobi and WTW developers on feature development and acceptance testing.
Apply domain expertise to manage simulation sets asset classes strategies and investor-specific lenses.
Maintain and enhance global PMG templates storyboards and platform functionality.
Provide Tier 2 support for complex platform issues unresolved by regional SMEs.
Deliver training sessions for Regional PMG and other stakeholders on Jacobi usage.

Performance Objectives

Clients take ownership of reports and build strong relationships with other teams
Financial/Business KPIs work efficiently and achieve chargeable hours target
People build strong relationships across various teams and support colleagues to create a good working environment
Operational Excellence and Innovation follow policies and guidelines; seek to develop more effective tools and products to support our clients and the business

Qualifications

We would expect candidates to have a mathematical background (eg degree in Mathematics Physics Actuarial Science or Computer Science) with an interest in applying mathematical techniques to financial modelling; with at least 1-2 years relevant work experience.
Interest in building knowledge of mathematics models and financial markets
Good organisation and time management skills with a proven ability to handle a variety of assignments and meet tight deadlines
Proven effective oral and written communication skills in business English
Ability to work on own initiative when required as well as in a team with enthusiasm to challenge processes and work with the team to effect change.
Confidence to communicate and work with people at all levels in a variety of roles locations and functions
Detail and results orientated with a logical and analytical method of working
Knowledge of institutional investors is desirable but not essential.
Proficient user of Excel and experience in maintaining/populating static data is required.
Desire to work in the investment industry.

WTW is an Equal Opportunity Employer

Required Experience:

DescriptionThe main duties and responsibilities are:Portfolio Construction & Strategy DevelopmentMaintain and update the TDRG return driver model with quarterly return factors and PMG assumptions.Assist in the periodic review and refinement of risk/return assumptions for existing PMG strategies.Supp...