Investment Analyst#

WTWMiguel Hidalgo, CDMX, Mexicofull timeMid Level
Active

Job description

The Role

  • Collect all the necessary information from the client.

  • Download or get the financial statements of the clients from the Custody.

  • Obtain all the information of the managers in which the client is invested.

  • Review the AUM of our clients' pension plan each month.

  • Calculate the returns of all the accounts of the plan and the total plan using the financial statements.

  • Support different business needs.

  • Have constant communication with the Client team to deliver a high-quality work to the client.

  • 1-3 years of relevant experience in investment operations, trade support, or a similar role.
  • We expect candidates to demonstrate their interest in financial markets, institutional investing, and investment management.
  • We would like to see resourcefulness as well as a desire to expand investment knowledge.
  • We are looking for individuals who can combine project management and organizational skills with effective communication and collaboration.
  • Your working knowledge of Excel and databases will be applied to our internal processes and systems.
  • You will be supported to think innovatively to evolve and improve our solutions.
  • We are looking for candidates that thrive in an inclusive team based working environment.
  • Proficient in oral and written English.

Inclusive job opportunity

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