Manager, Delegated Investment Solutions Operations

Job Description

Investment Manager (Middle Office) | WTW

The Tone:
This is a full-time role at WTW, located in the Manila Office. WTW builds delegated investment solutions, supporting and servicing its global Investments business and clients. This role is crucial for ensuring the accurate and timely execution of investment operations functions for predominantly pension fund clients, working within a large and experienced global operations team.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Taguig City, Taguig City, Philippines

• Team: Delegated Investment Solutions Operations team, part of the wider Global Investment Operations group (160 colleagues).
• Mission: Perform investment operations functions for predominantly pension fund clients, ensuring accuracy and timeliness by working closely with various stakeholders.
• Tech Stack: Microsoft Excel, Power Point

What You’ll Actually Do
• Operations Execution: Perform core investment operations functions including cash management, dealing with custodians and investment managers, invoice reconciliation, payment instruction, monitoring, compliance support, and trade matching.
• Stakeholder Collaboration: Work closely with operations colleagues, custodians, and investment managers to ensure all investment operation functions are completed accurately and on a timely basis.
• Reporting & Quality Assurance: Ensure timely delivery of reports and other deliverables that meet stakeholder expectations, performing reviews to ensure output and processes adhere to WTW’s excellence standards.
• Process Optimization: Identify ways to improve processes to increase efficiency within client teams, while ensuring that all procedures and controls are correctly and completely documented at all times.
• Relationship Management: Build strong relationships with stakeholders, proactively manage their expectations, and anticipate and address issues in a timely and effective manner.

The Must-Haves
• Background: Manager-level professional with knowledge of investment management or custodian back-office operations.
• Experience: At least five years of relevant work experience, ideally gained in a client-service oriented environment, with strong hands-on experience in daily cash reconciliations, including investigating and resolving breaks.
• Skills: Proficient in Microsoft Excel and PowerPoint to create dynamic reports and spreadsheets, excellent oral and written communication skills, strong mathematical and analytical skills, and the ability to multi-task and prioritize workflow effectively.
• Bonus: Amenable to EMEA working hours.