Customer Experience Ops. Analyst - Project Management

Buscojobs México; Chiapas; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading global advisory firm is seeking an Investment Specialist Analyst to manage trade operations within client portfolios. The role requires strong communication skills and attention to detail. You will implement trades, monitor portfolio movements, and engage with stakeholders. This position is hybrid based in Mexico City and offers on-the-job training. Experience preferred but not mandatory for recent graduates.

Formación

• 2+ years of experience preferred; recent graduates will be considered.
• Ability to meet deadlines and work effectively in a team.

Responsabilidades

• Implementing trades for client portfolios.
• Monitor client portfolio positioning and movements.
• Preparation of agreements and investment instructions.
• Keeping stakeholders informed of progress.
• Understanding the wider investment business.

Conocimientos

Effective oral and written communication skills

Attention to detail

Willingness to learn

Educación

Undergraduate Degree

Descripción del empleo

Investment Specialist Analyst (Trade Management)

WTW is a leading global advisory, broking, and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com

The Investment business at WTW has over 1000 colleagues worldwide who provide services and advice to a diverse range of institutional investors, including large pension funds, insurance companies, endowments and foundations. As a trusted partner to over 1,200 clients, it advises on over $2 trillion of global assets and has discretion over more than $250 billion of assets. It works closely with teams in the Human Capital and Benefits business, particularly those providing actuarial and other services to many of the world’s top pension funds.

The Role

The individual in this role will be involved in the end-to-end investment operations lifecycle. The focus of the role is on trade management within our operations team.

The position will have oversight for managing and monitoring investments in client portfolios. As a member of the team, you will initiate processes for reviewing and implementing investment instructions and related materials on behalf of our clients. The role requires the candidate to work with multiple internal teams, while effectively communicating opinions and ideas.

The selected candidate will be provided on-the-job training in addition to a mentor.

Duties and Responsibilities

• Implementing trades for client portfolios
• Monitor client portfolio positioning and movements
• Preparation of agreements and investment instructions
• Keeping internal and external stakeholders appraised of progress
• Gaining an understanding of the wider investment business
• Developing relationships with internal and external parties

The Requirements

• Undergraduate Degree
• Effective oral and written communication skills
• Attention to detail and the ability to meet deadlines
• Willingness to learn and ask questions
• 2+ years of experience preferred; recent graduates will be considered.

Equal Opportunity Employer

Office based in Mexico City, in a hybrid model