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About the Role
WTW's global Listed Equity team seeks an Equity Manager Research Analyst in Lisbon to research equity investment managers and strategies, contribute to portfolio and client work, and develop alongside experienced colleagues. This role is ideal for individuals with analytical ability, intellectual curiosity, and an interest in financial markets, offering a strong entry point into investment research.
Responsibilities
- Source and analyze equity investment managers and strategies across global markets.
- Support desk-based research into investment teams, philosophies, processes, portfolios, performance, risk, and responsible-investment practices.
- Prepare for and participate in meetings with investment managers, record evidence, and help identify follow-up questions.
- Use quantitative analysis to evaluate funds and portfolios, working with colleagues and central data resources to improve research methods.
- Support portfolio construction, risk analysis, and the application of manager research within client portfolios and investment solutions.
- Contribute to client work, including timely investment commentary, market narratives, and thematic content relevant to UK and European wealth and institutional clients.
- Collaborate with colleagues across WTW's global Listed Equity and Manager Research teams and contribute to shared intellectual capital.
- Build knowledge of sustainability, inclusion and diversity, technology, machine learning, and alternative data as these topics affect equity investment strategies.
Requirements
- An undergraduate degree, or equivalent qualification, in finance, economics, mathematics, statistics, business, or another relevant discipline.
- A genuine interest in investing, financial markets, and how investment managers make decisions.
- Analytical and quantitative ability, with confidence working with financial and numerical information.
- Ability to gather and assess information critically and form a clear, fact-based view.
- Effective written and verbal communication skills in English.
- Strong organization and attention to detail, with the ability to manage a varied workload and meet deadlines.
- Intellectual curiosity, sound judgment, and willingness to learn from colleagues and feedback.
- A collaborative approach and commitment to working in an inclusive, international team environment.
Location
- Lisbon
Work Type
- Full-time
Experience Level
- Entry-level
Education Level
- Undergraduate degree or equivalent
About the Company
- WTW is a global leader in helping clients around the world turn talent into a source of competitive advantage.