Trade Investment Operations Analyst

Description

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 activities are completed accurately and on a timely basis. Success in this role requires strong collaboration across a team-oriented environment, with a focus on sharing knowledge and coordinating across regions to deliver efficient and seamless outcomes.

The Role

Execute trades for client portfolios and WTW-managed funds in accordance with investment instructionsMonitor portfolio activity, including cash balances, positioning, and movementsPrepare and validate trade instructions, agreements, and supporting documentationCoordinate with internal teams, custodians, and investment managers to ensure timely settlement and issue resolutionProvide regular updates to stakeholders on trade status and operational progressSupport portfolio transitions, rebalancing, and onboarding activitiesContribute to process improvements and help deliver a consistent operational framework across regionsBuild strong working relationships with internal and external stakeholders

Qualifications

Bachelor’s degree (required)Strong written and verbal English communication skillsExcellent attention to detail and accuracyAbility to manage multiple priorities in a fast-paced environmentStrong organizational and problem-solving skillsProficiency in Microsoft ExcelWillingness to learn, take ownership, and proactively ask questions 1–4 years of relevant experience in investment operations, trade support, or a similar role

Inclusive job opportunity