Investment Analyst#
*********
Mexico City, Mexico
Full time
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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# (Xico)
🏢 WTW
📍 Xico