Analyst - Sustainable Investments

WTW group; Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

WTW Group in Metro Manila seeks an Investment Analyst - SI to support sustainable investments data, analytics, and toolkit development within the Global Investments team. You will work closely with SI leads to enhance climate data, data integration, and SI tooling across Jacobi and InvestConnect.

The role requires collaboration, strong communication, and a background in economics or finance, with a willingness to work APAC hours and engage with stakeholders across locations.

Qualifications

• Bachelor’s degree in Economics, Business, Finance or equivalent.
• At least two years of relevant work experience.
• Must be amenable to APAC working hours.
• Excellent written and oral communication skills.
• Ability to liaise with diverse stakeholders across locations.

Responsibilities

• Provide SI data analytics and support for SI toolkit and Jacobi.
• Collaborate with SI leads and content leads on data availability and analytics.
• Maintain Jacobi SI interface and support data quality/reconciliation.
• Assist business users with SI data, outputs, and tool usage.
• Support development of climate/SI tools and reports.

Skills

Team player

Time management

Communication skills

Accountability

Professional conduct

Excel proficiency

Stakeholder liaison

APAC hours

Education

Bachelor's degree in Economics

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Description

The Role

As an Investment Analyst - SI, you will sit within the Sustainable Investments (SI) and Portfolio Strategy team that provides support to the Sustainable Investments and Portfolio Management Group (PMG) within the Global Investments team.

More specifically, the role would entail the following:

• Working alongside SI lead analyst and SI content lead to:

  • Ensure the efficient availability of core climate/sustainability data and analytics to the global LOB

  • Contribute to the improvement of delegated portfolios from a climate and broader SI perspective

  • Incorporate new datasets and approaches/methodologies that can enhance WTW’s analytics into SI tools

  • Undertake SI project work – e.g. climate scenarios, application of CTVaR/CPVaR

• Become a SME and contribute internal user support to the SI toolkit developed in Jacobi, including:

  • Gathering user feedback on the SI toolkit developed in Jacobi and specification of enhancements/improvements

  • Supporting ongoing testing and data integration efforts

• Jacobi and SI data

  • While majority of data feeds are automated, there remains requirement for someone with SI knowledge to liaise with the Systems team to monitor / reconcile / ensure data is feeding correctly

  • Jacobi SI and Portfolio related data set-up

  • Holdings data collected via InvestConnect requires cleansing and mapping – this is ad hoc as required

• SI analytics support

  • Providing support to business users – address SI related queries, SI data, output and use of Jacobi, etc., requiring someone with (or who can develop) SI knowledge

  • Maintenance of Jacobi SI interface and output

  • SI Reporting Tool support

• SI content

  • Incorporation of newly developed datasets any analytics into SI tools, specification and development of new climate/SI analytical tools and reports as required

  • Research into emerging best practices for data, metrics and reporting and incorporation into climate/SI analytical tools

Critical to your success will be having strong communications skills, a broad understanding of the wider business, fostering and developing relationships with key stakeholders, open communication and a passion to deliver.

Performance Objectives

• Clients – work with team and other stakeholders to ensure that projects are completed on time and meets quality standards
• Financial/Business KPIs – maintain accurate time records
• People – build relationships internally and collaborate effectively with team
• Operational Excellence and Innovation – implement Operational Excellence in all programs and adhere to client, local and international compliance requirements

Qualifications

The Requirements

The candidates should ideally be able to provide evidence of most/all of the following:

• Strong team player
• Good organisation and time management skills, with a proven ability to handle a variety of assignments and meet tight deadlines
• Strong delegation skills
• Confidence to liaise and work with with people at all levels in a variety of roles, locations and functions
• Excellent written and oral communication skills
• Sense of accountability, owning one’s work and taking pride in it; commitment to quality and continuous improvement
• Treats everyone with dignity, honesty and respect. Shows a high level of self-awareness, understands impact of own behaviour on others, and upholds the highest standards of company values/ practice
• Confidence to liaise and work with with people at all levels in a variety of roles, locations and functions
• Sound knowledge of Microsoft Excel, Word, Powerpoint and Outlook, and an interest in enhancing these skills
• Knowledge or background in Investment, or a desire to work in the investment industry, is an advantage
• Bachelor’s degree in Economics, Business, Finance or equivalent; with at least two years of relevant work experience
• Must be amenable to APAC working hours

WTW is an equal opportunities employer