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.

Qualifications

- 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.

📌 Investment Analyst# (México)
🏢 WTW
📍 México