Onboarding Analyst, Investment Operations – Lead Projects

Willis Towers Watson plc; Metro Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

Willis Towers Watson plc in Manila seeks an Onboarding Associate to support the Client, Manager, and Funds Onboarding workstreams within Global Investment Operations. You will learn onboarding processes, coordinate with internal and external stakeholders, and help ensure accurate data and timely transactions.

You will also assist with AML/KYC readiness, fee changes, and asset-class knowledge as you grow into a more senior role. A collaborative, compliant team environment is emphasized.

Qualifications

• Bachelor’s degree required, with at least 2 years of relevant work experience.
• Ability to liaise with people at all levels in a variety of roles, locations and functions.
• Proven effective oral and written communication skills in business English; ability to ask right questions and seek help where appropriate
• Ability to work on own initiative when required, as well as in a team
• Detail and results orientated, with a logical and analytical method of working
• Good organisation and time management skill, with a proven ability to handle a variety of assignments and meet tight deadlines
• Good communicator, pro-active, self-starter with a keen eye for detail and ability to multi-task
• Team player with enthusiasm to challenge processes and work with the team to effect change
• Enthusiasm to learn all aspects of Onboarding
• Knowledge of institutional investors is desirable but not essential

Responsibilities

• Learn about all aspects of onboarding and experience working across the different workstreams, focusing on areas mentioned in the role summary above.
• Maintain and build relationships with internal and external stakeholders across different professions within the industry.
• Learn about the various asset classes, funds, and the underlying structure of our clients’ investments.
• Support the onboarding specialists with their day-to-day activities to become a well-rounded and experienced Onboarding Associate.
• Follow procedures to ensure all transactions (subscriptions, redemptions, switches, transfers, drawdowns, late settlements) are carried out correctly and efficiently.
• Manage end-to-end static data updates for clients, such as bank details changes, registered address changes, Trustee changes and Authorised Signatory List (“ASL”) renewals.
• Learn about the various TWIM Fund strategies and the underlying structure of our clients’ TWIM accounts.
• Deploy your skills to review work produced by others to ensure it meets WTW’s high professional standards
• Lead work streams and/or teams within the team
• Take a lead role in projects within the function, team or wider business
• As you develop and your career progresses you will gain the opportunity to:
• Deploy your skills to review work produced by others to ensure it meets WTW’s high professional standards
• Lead work streams and/or teams within the team
• Take a lead role in projects within the function, team or wider business
• The successful candidate will be expected to work within the existing risk management and audit framework of the team and business, which includes checklists and review processes, branded ‘Professional Excellence’. All team members are encouraged to contribute ideas for process improvements.

Skills

Communication

Oral communication

Written communication

Initiative

Teamwork

Time management

Education

Bachelor's degree

Job description

Willis Towers Watson plc in Manila seeks an Onboarding Associate to support the Client, Manager, and Funds Onboarding workstreams within Global Investment Operations. You will learn onboarding processes, coordinate with internal and external stakeholders, and help ensure accurate data and timely transactions.

You will also assist with AML/KYC readiness, fee changes, and asset-class knowledge as you grow into a more senior role. A collaborative, compliant team environment is emphasized.