07/25/2026
Trade & Investment Operations Analyst#
Job 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 instructions
- Monitor portfolio activity, including cash balances, positioning, and movements
- Prepare and validate trade instructions, agreements, and supporting documentation
- Coordinate with internal teams, custodians, and investment managers to ensure timely settlement and issue resolution
- Provide regular updates to stakeholders on trade status and operational progress
- Support portfolio transitions, rebalancing, and onboarding activities
- Contribute to process improvements and help deliver a consistent operational framework across regions
- Build strong working relationships with internal and external stakeholders
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WTW
Where we are
We have colleagues all around the world, working remotely or in our offices. Together, we make a difference for clients in over 140 countries and markets, from the Middle East to Latin America, from Manila to New York.
