Investment Solutions Analyst: Custom Client Solutions

WTW; Ciudad de México; On-site; MXN 462,000 - 739,000; Full time

Job summary

WTW in Mexico City seeks an Investment Solutions Analyst to work with the US Growth Team, developing custom client solutions and providing investment analysis to support new business development and product efforts.

You will create proposals and materials, manage multiple assignments, and collaborate to deliver best‑in‑class service to internal stakeholders and external clients in a fast‑paced financial services environment.

Qualifications

• 2–5 years of experience in financial services.
• Understanding financial markets and institutional investing.
• High attention to detail with a track record of delivering accurate, high‑quality work.
• BS or BA from accredited university; CFA or MBA in progress is a plus.
• Advanced proficiency in written and spoken English for collaboration with U.S.-based colleagues.

Responsibilities

• Assist Growth Team by applying retirement plan knowledge to support US Investments business.
• Create client customized solutions to meet unique needs.
• Perform analysis and create sales materials for proposals.
• Manage multiple assignments in a collaborative manner.
• Deliver a best-in-class service to internal stakeholders in a timely and effective manner.
• Support team members in constructing and delivering presentations.
• Ensure all work meets professional excellence requirements.
• Build strong relationships internally and externally and collaborate effectively.

Skills

Financial analysis

Attention to detail

English communication

Client collaboration

Education

Bachelor's degree

CFA/MBA in progress

Job description

WTW in Mexico City seeks an Investment Solutions Analyst to work with the US Growth Team, developing custom client solutions and providing investment analysis to support new business development and product efforts.

You will create proposals and materials, manage multiple assignments, and collaborate to deliver best‑in‑class service to internal stakeholders and external clients in a fast‑paced financial services environment.