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# (Ciudad de México)
🏢 WTW
📍 Ciudad de México