Investment Analyst (Polanco)

Investment Analyst (Polanco)

03 ago
|
Marsh Mclennan
|
Polanco

03 ago

Marsh Mclennan

Polanco

We are seeking a talented individual to join our team at **Mercer**. This role will be based in **Mexico City** and is a hybrid position, requiring at least three days a week in the Torre Mayor office.
**Investment Analyst**
**We will count on you to**:
- Coordinates the production of documents using available resources.Provides peer review of documents before final production / distribution to ensure quality control of final product.
- Produces accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.
- Collects data needed for quarterly performance reports and analyzes client portfolio performance, including performance of each of the funds within the client's investment options.
- Responds to routine queries from clients, investment managers, and other third parties.
- Communicates with investment and money managers and custodians to gather and/or clarify client-specific data for reporting.
- Contributes to accurate client/project budget management through accurate and prompt time entry.
**What you need to have**:
- Preferably with a degree in economics and finance
- Have 2 to 3 years of experience in the financial sector (invesments)
- Knowledge in investment portfolios,



investment funds, financial markets.
- Excel Advanced
- B2 - C1 level of English
**What makes you stand out**:
- Client-focused
Analytical
Proactive
Organized
Marsh McLennan is committed to creating a diverse, inclusive and versátil work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

📌 Investment Analyst (Polanco)
🏢 Marsh Mclennan
📍 Polanco

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