Investment Analyst#

Investment Analyst#

• 202604353

• Mexico City, Mexico

• Full time

Description

The Role

• Collect all the necessary information from the client.
• Download or get the financial statements of the clients from the Custody.
• Obtain all the information of the managers in which the client is invested.
• Review the AUM of our clients' pension plan each month.
• Calculate the returns of all the accounts of the plan and the total plan using the financial statements.
• Support different business needs.
• Have constant communication with the Client team to deliver a high quality work to the client.

Qualifications

• 1-3 years of relevant experience in investment operations, trade support, or a similar role.
• We expect candidates to demonstrate their interest in financial markets, institutional investing, and investment management.
• We would like to see resourcefulness as well as a desire to expand investment knowledge.
• We are looking for individuals who can combine project management and organizational skills with effective communication and collaboration.
• Your working knowledge of Excel and databases will be applied to our internal processes and systems.
• You will be supported to think innovatively to evolve and improve our solutions. 
• We are looking for candidates that thrive in an inclusive team based working environment.
• Proficient in oral and written English.