Investment Analyst

Mexico City, Mexico

Investment Analyst

202408095

Mexico City, Mexico

Full time

Closing on: Dec 4 2025

Description

The role of Investment Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients.

You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the returns of all the plan accounts and the return of the plan.

You will have the opportunity to provide a positive experience and drive outcomes for our discretionary clients by building knowledge of our processes and leveraging a deep bench of internal teams (Portfolio Managers, Client Leads, Operations, and Manager and Asset Research teams) and resources.

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 client's 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 high-quality work to the client.

Qualifications

The Requirements

Experienced hires are encouraged to apply
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 who thrive in an inclusive team-based working environment.
Professional English.

Equal Opportunity Employer

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