Investment Performance Analyst — Pension Plan Returns

WTW; Miguel Hidalgo; Presencial; MXN 732,000 - 1,099,000; Jornada completa

Descripción de la vacante

A financial services company in Mexico is seeking an Investment Performance Analyst to support client services by reviewing pension plan assets and calculating performance returns. Candidates should have a bachelor's degree, 3-5 years of relevant experience, and strong communication skills. This role offers an opportunity to enhance your investment knowledge while working closely with various teams. An inclusive and team-oriented environment is promoted.

Formación

• 3-5 years of relevant experience in investment operations or financial markets.
• Desire to expand investment knowledge.
• Ability to thrive in an inclusive, team-based environment.

Responsabilidades

• Collect necessary information from clients.
• Download financial statements from Custody.
• Review the AUM of clients' pension plans monthly.
• Calculate returns of accounts using financial statements.
• Communicate with the Client team to deliver high-quality work.

Conocimientos

Interest in financial markets

Resourcefulness

Project management skills

Effective communication

Collaboration skills

Working knowledge of Excel

Proficient in English

Educación

Bachelor’s degree in Economy, Actuarial, Finances or similar

Descripción del empleo

A financial services company in Mexico is seeking an Investment Performance Analyst to support client services by reviewing pension plan assets and calculating performance returns. Candidates should have a bachelor's degree, 3-5 years of relevant experience, and strong communication skills. This role offers an opportunity to enhance your investment knowledge while working closely with various teams. An inclusive and team-oriented environment is promoted.