Investment Strategist

The Vanguard Group; Ciudad de México; Híbrido; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A financial services firm in Mexico City is looking for a professional to research client needs and provide investment analyses and recommendations. The ideal candidate has a background in Financial Services, along with an undergraduate degree. This role offers a hybrid working model and opportunities for internal collaboration. Candidates with progress towards CFA or CFP are preferred.

Formación

• Three years experience in the Financial Services industry or client services preferred.
• Progress towards CFA or CFP preferred.

Responsabilidades

• Researches client needs and provides investment analyses and recommendations.
• Oversees the intake process for investment-related questions or requests.
• Collaborates with internal partners to respond to investment-related questions.

Conocimientos

Active Directory Administration

Financial Services

Educación

Undergraduate degree or equivalent

Descripción del empleo

Researches client needs and supports the response to client requests by providing investment analyses and recommendations. May communicate solutions and provide investment expertise to clients.

Core Responsibilities

• Researches client needs and provides internal partners and clients with asset allocation portfolio construction and investment analyses. Develops supporting documentation used to communicate findings and recommendations.
• Oversees the intake process for investment-related questions or requests. Conducts client needs assessments and recommends the allocation of internal resources to address client needs.
• Collaborates with internal investment finance and sales partners to respond to investment-related questions or requests from clients and prospects. May travel with internal partners to provide investment expertise and represent Vanguard at client meetings.
• Maintains and produces quarterly client summaries dashboards and other reports. Ensures reporting accuracy by researching and resolving discrepancies.
• Serves as a department expert on and vendor relationship manager for data systems and analytical tools.
• Maintains an in-depth understanding of capital markets asset management and the Financial Services industry as well as a deep awareness of competitors and the performance of Vanguard and non-Vanguard funds. Contributes subject matter expertise to Vanguards external publications.
• Supports the training and development of more junior crew to improve their investment acumen.
• Participates in special projects and performs other duties as assigned.

Qualifications

Three years experience in the Financial Services industry or client services preferred.

Undergraduate degree or equivalent combination of training and experience.

Progress towards CFA or CFP preferred.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Key Skills

Active Directory Administration,Financial Services,Benefits & Compensation,Cosmetology,Architecture

Employment Type : Full-Time

Experience : years

Vacancy : 1