Investment Manager (Middle Office)

Willis Towers Watson; Taguig; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

Willis Towers Watson plc in Manila is seeking a Manager to lead the Delegated Investment Solutions Operations team. You will support pension fund clients within the Global Investment Operations group, working with custodians and investment managers to ensure accurate, timely operations.

The role emphasizes strong communication, attention to detail, and process improvements across cash management, reconciliations, trade matching and reporting, with a team-oriented, results-driven approach.

Qualifications

• At least five years of relevant work experience in investment management or custodian back-office operations.
• Strong knowledge of daily cash reconciliations and ability to investigate breaks.
• Interest in financial investing and the investment field.
• Ability to multi-task and prioritize workflow.
• Excellent oral and written communication skills.
• Comfortable working in a team environment.
• Proficient in Excel and PowerPoint for dynamic reports.
• Enjoy working with numbers and data, with strong work ethic.
• Ability to meet deadlines and manage workload effectively.
• Amenable to EMEA working hours.

Responsibilities

• Perform investment operations functions for pension fund clients, collaborating with custodians and managers.
• Handle cash management, invoice reconciliation and payment instructions.
• Provide monitoring and compliance support; apply controls and risk management.
• Carry out trade matching and support the team in service delivery.
• Identify process improvements to increase efficiency for client teams.
• Ensure timely delivery of reports and other deliverables that meet stakeholder expectations.
• Review reports to ensure output adheres to standards and procedures.
• Build strong stakeholder relationships and manage expectations proactively.
• Document processes clearly and maintain up-to-date records.

Skills

Analytical thinking

Attention to detail

Team player

Communication skills

Excel & PowerPoint

Time management

Education

Bachelor's degree in finance or related field

Tools

Microsoft Excel

PowerPoint

Job description

The Role

We are currently looking for a Manager for our Delegated Investment Solutions Operations team in the Manila Office.

The team is part of the wider Global Investment Operations group, of 160 colleagues, whose core focus is on supporting and servicing the needs of our Investments business and clients. Working with a large, experienced team will allow you to learn about many aspects of the Investment industry whilst building your knowledge of the third-party service providers that we work with.

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 the investment operation functions are completed accurately and on a timely basis. This role requires a team-player who is numbers and detail oriented with good knowledge of investment management or custodian back-office operations. The Investment Operations world is wide ranging and includes some exciting challenges.

The role will entail the following:

Working knowledge of investment management/custodian back-office operations including:

• Cash management

• Dealing with custodians/investment managers/administrators

• Invoice reconciliation and payment instruction

• Monitoring and compliance support

• Procedures and controls (risk management)

• Trade matching

• Work as part of dedicated operations team providing a variety of services to designated clients

• Increase efficiency within client teams by identifying ways to improve processes

Project Management

• Ensure timely delivery of reports and other deliverables that meet stakeholder expectations at a minimum

• Perform review of reports, ensuring that output and processes adhere to WTW’s excellence standards and procedures

• Build strong relationships with stakeholders, manage expectations proactively and anticipate and address issues in a timely and effective manner

• Ensure processes are documented correctly and completely at all times

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

• At least five years of relevant work experience, ideally gained in a client-service oriented environment (investment management/custodian back-office operations)

• Strong knowledge and hands-on experience in daily cash reconciliations, with the ability to investigate and resolve breaks accurately and in a timely manner

• Interest in financial investing and the investment field

• Ability to multi-task and prioritize workflow is key

• Excellent oral and written communication skills

• Comfortable and successful in a team environment

• Proficient in using Microsoft Excel and Power Point to create and produce dynamics reports and spreadsheets with accuracy and clarity

• Enjoy working with numbers and compiling data, using your mathematical and analytical skills to maximize your efforts and thorough work ethic

• Ability to meet deadlines, manage workload effectively, and demonstrate effective time management skills as well as ability to self-motivate

• Amenable to EMEA working hours

WTW is an equal opportunities employer