Investment Analyst#

Mexico City, Mexico

Investment Analyst#

  • 202604353
  • Mexico City, Mexico
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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.

主动联系

任何未经请求主动通过我们的网站或韦莱韬悦员工的个人电子邮件帐户提交的简历/应聘者资料,均视为韦莱韬悦的财产,且无需支付代理费用。要成为韦莱韬悦的授权招聘机构/猎头公司,此类机构必须持有由韦莱韬悦授权招聘人员签署的正式书面协议,并与公司保持积极的工作关系。简历必须按照我们的应聘者提交流程进行提交,包括积极参与特定职位的搜索工作。同样,对于我们授权的招聘机构/猎头公司,如果未能遵守应聘者提交流程,韦莱韬悦将不支付任何代理费用。韦莱韬悦是提倡机会均等的雇主。如果您希望我们保存您的联系信息以便将来考虑,请发送电子邮件至:Agency.inquiries@willistowerswatson.com

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。