Investment Analyst#
Mexico City, Mexico
Investment Analyst#
- 202605139
- Mexico City, Mexico
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.
Inclusive job opportunity
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主动联系
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我们的办事处
我们的员工为全球 140 多个国家和市场提供服务。这为我们所做的每一项工作注入了全球视野,同时也能够为您创造许多绝佳的合作机遇与成长空间。探索下面的地图,探索您的职业发展可能。