Pension Investment Performance Analyst

Willis Towers Watson; Ciudad de México; Presencial; MXN 25,000 - 35,000; Jornada completa

Descripción de la vacante

A global consulting firm based in Mexico City is looking for an Investment Performance Analyst to support the Client Service team. The role involves reviewing clients' pension plans, calculating account returns, and maintaining constant communication with the client team. We're seeking candidates with a bachelor's degree in finance or similar, along with 2-4 years of relevant experience, strong communication skills, and a working knowledge of Excel. Join us to enhance your investment knowledge in a collaborative environment.

Formación

• Demonstrate interest in financial markets and institutional investing.
• Show resourcefulness and a desire to expand investment knowledge.
• Ability to combine project management with effective communication.

Responsabilidades

• Collect necessary information from the client.
• Download financial statements from the Custody.
• Review the AUM of clients' pension plans monthly.
• Calculate returns using financial statements.
• Support various business needs.
• Maintain communication with the Client team.

Conocimientos

Interest in financial markets

Project management skills

Organizational skills

Effective communication

Collaboration

Resourcefulness

Critical thinking

Proficient in oral and written English

Educación

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

Herramientas

Excel

Databases

Descripción del empleo

A global consulting firm based in Mexico City is looking for an Investment Performance Analyst to support the Client Service team. The role involves reviewing clients' pension plans, calculating account returns, and maintaining constant communication with the client team. We're seeking candidates with a bachelor's degree in finance or similar, along with 2-4 years of relevant experience, strong communication skills, and a working knowledge of Excel. Join us to enhance your investment knowledge in a collaborative environment.