- 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.
📌 Investment Analyst# (Ciudad de México)
🏢 WTW
📍 Ciudad de México
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