Willis Towers Watson RDT – Investment Associate in Leeds, United Kingdom

RDT – Investment Associate

Date Posted: December 12, 2018


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Summary of Role

Reporting and Data (RDT) is a team within the Investments line of business dedicated to internal and external reporting, post-trade compliance, and data management.

This role is to establish and manage a new group within the RDT, focused on producing high quality deliverables for internal stakeholders, and for the purposes of marketing and new business. Initial focus will be on transitioning work from elsewhere within the team and business, and establishing clear and sound processes.

You will quickly build a sound understanding of our business structure and the information within it, while working with a diverse mix of investment professionals of different backgrounds and experience levels.

The Role

Initial responsibilities

  • Liaise with colleagues in the RDT and wider business to transition work and establish new reporting function

  • Establish clear processes, guidelines and governance structures

  • Enhance processes and bring greater consistency to tasks

  • Quickly develop competence with internal systems and processes

Ongoing responsibilities

  • Source and maintain data from internal and external sources, liaising with data managers as required

  • Use appropriate tools to produce and review regular and ad hoc deliverables for both internal use and in the context of marketing or new business, demonstrating a keen eye for detail

  • Oversee a support mailbox with the aim of responding to internal queries and new business requirements according to an SLA and demanding timeframes

  • Offer technical expertise and collaboration within the team and across the Investments business

  • Learn WTW’s internal systems and processes to a high degree

  • Manage work groups or people within a physical or virtual team, providing MI to the management team

  • Take a central role in projects within the function, team or wider business

  • Support other work requirements, not limited to ad hoc administration

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.

The Requirements

  • The wide range of skills needed for this role mean that people from a number of educational backgrounds and different levels of experience could be successful in this position

  • Experience in the financial services industry is required; experience in investments or pensions is desirable

  • High levels of organization skills are essential for the successful candidate

  • Candidates should have a good proficiency in MS Office applications

  • The successful candidate will have excellent interpersonal skills with people of a range of seniorities and responsibilities, and professional maturity

  • The scope of work within the team requires a keen eye for detail

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


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  • Location:Leeds, England, GB

  • Date Posted:December 12, 2018