Lead Associate Investment

Encontrado en: beBee S MX - hace 4 semanas


Miguel Hidalgo, México Willis Towers Watson A tiempo completo

The role of Investment Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients.

You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client’s pension plans and calculate the returns of all the plan accounts and also the return of the plan.

You will have the opportunity to provide a positive experience and drive outcomes for our discretionary clients by building knowledge of our processes and leveraging a deep bench of internal teams (Portfolio Managers, Client Leads, Operations, and Manager and Asset Research teams) and resources. You will be supported in the role to develop your performance calculation knowledge and enhance a broad range of communication and leadership skills. You will have exposure to the whole Investment process.

The Rol

  • 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.

The Requirements

  • Experienced hires are encouraged to apply
  • 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.
  • Professional english.

Equal Opportunity Employer


  • Lead Associate Investment

    Encontrado en: beBee S MX - hace 4 semanas


    Miguel Hidalgo, México WTW A tiempo completo

    The role of Investment Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients. You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the...

  • Lead Associate Investment

    Encontrado en: beBee S MX - hace 3 semanas


    Miguel Hidalgo, México WTW A tiempo completo

    The role of Investment Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients. You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the...


  • Miguel Hidalgo, México WTW A tiempo completo

    Onboarding and Client Service Associate - Miguel Hidalgo, MX March 05, 2024 We are currently looking for an Associate to join the Onboarding and Client Servicing team. This team supports the WTW Delegated Investment Solutions (DIS) business (also referred to as OCIO or Outsourced Chief Investment Officer services) and is part of a wider Global Investment...

  • Spend and Capex Lead

    hace 4 días


    Miguel Hidalgo, México PPG Industries A tiempo completo

    As a **Spend and Capex Lead **you will be responsible for leading financial planning, analysis, business variances and expense and capex reporting, as well as driving financial performance on investments and expenses ensuring return on investment, efficiency and restructuring. This position reports to Finance Director Latam. **Key Responsibilities** - Lead...


  • Miguel Hidalgo, México WTW A tiempo completo

    The Role The Business Reporting Team is a central team within WTW Investments which is responsible for working with a wide range of data sets ex: product, client, valuations, portfolios etc to create bespoke reporting and analysis to support business requirements such as regulatory, business insights etc - Work with stakeholders across the business ex:...


  • Hidalgo, México Colgate-Palmolive A tiempo completo

    No Relocation Assistance Offered 153344 - Del.Miguel Hidalgo, Mexico City, Mexico Do you want to come to work with a smile and leave with one as well? In between those smiles, your day consists of working in a global organization, continually learning and collaborating, having stimulating discussions, and making impactful contributions! If this is how you...

  • Associate Brand Manager Hill's Mexico

    Encontrado en: beBee S MX - hace 4 semanas


    Miguel Hidalgo, México Hill's Pet Nutrition A tiempo completo

    No Relocation Assistance Offered # 159458 - Del.Miguel Hidalgo, Mexico City, Mexico Who We Are Colgate-Palmolive Company is a caring, innovative growth company that is reimagining a healthier future for all people, their pets and our planet. Focused on Oral Care, Personal Care, Home Care and Pet Nutrition, we sell our products in more than 200 countries and...

  • Associate Brand Manager Hill's Mexico

    Encontrado en: beBee S MX - hace 3 semanas


    Miguel Hidalgo, México Hill's Pet Nutrition A tiempo completo

    No Relocation Assistance Offered # 159458 - Del.Miguel Hidalgo, Mexico City, Mexico Who We Are Colgate-Palmolive Company is a caring, innovative growth company that is reimagining a healthier future for all people, their pets and our planet. Focused on Oral Care, Personal Care, Home Care and Pet Nutrition, we sell our products in more than 200 countries and...


  • Miguel Hidalgo, México PepsiCo A tiempo completo

    **Responsibilities**: Accountabilities: The NA lead reports to the IAM Sr. Manager who has overall responsibility for access to platforms globally. The scope of project involvement and the expectation of highly developed leadership skills of the associate in this position will be required to drive common global objectives and ensure critical Sox controls are...

  • Financial Strategist

    Encontrado en: Talent MX C2 - hace 3 semanas


    Miguel Hidalgo, México Humaniq Headhunters A tiempo completo

    Financial StrategistEvery day, we do exciting work that makes a difference to startup founders and business owners. Our team works with clients from different industries and stages as their trusted advisor and hands-on financial intelligence expert; helping clients solve critical financial and business strategy challenges.In this position you will:? Lead...

  • Associate Manager Git

    hace 15 horas


    Hidalgo, México Colgate-Palmolive A tiempo completo

    No Relocation Assistance Offered 152906 - Del.Miguel Hidalgo, Mexico City, Mexico Do you want to be part of a team that is building a future to smile about? What about having the opportunity to connect with others across the world, full of stimulating discussions, and making impactful contributions? If this is how you see your career, Colgate is the place...

  • Impact Brand Experience Specialist

    Encontrado en: beBee jobs MX - hace 2 semanas


    Miguel Hidalgo, Nayarit, México Colgate-Palmolive Company A tiempo completo

    No Relocation Assistance Offered# Del.Miguel Hidalgo, Mexico City, MexicoWho We AreColgate-Palmolive Company is a caring, innovative growth company that is reimagining a healthier future for all people, their pets and our planet. Focused on Oral Care, Personal Care, Home Care and Pet Nutrition, we sell our products in more than 200 countries and territories...

  • Project Manager Engineering

    Encontrado en: Talent MX C2 - hace 3 semanas


    Salinas de Hidalgo, México Mondelēz International A tiempo completo

    Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. To support growth, world-class manufacturing and productivity, you manage the detailed planning, development and execution of capital projects, leading technical development, feasibility perspectives on...

  • Project Manager

    Encontrado en: Jooble MX O C2 - hace 3 semanas


    Salinas de Hidalgo, S.L.P., México Tiger Text A tiempo completo

    Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. To support growth, world-class manufacturing and productivity, you manage the detailed planning, development and execution of capital projects, leading technical development, feasibility perspectives on...

  • Pest Control Coordinator

    Encontrado en: Talent MX C2 - hace 3 semanas


    Salinas de Hidalgo, México Mondelēz International A tiempo completo

    Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. You lead the plan-do-check-act (PDCA) process of the site quality management system and report results to the quality section manager. How you will contribute You will support elements of the site’s...

  • Pest Control Coordinator

    Encontrado en: Jooble MX O C2 - hace 2 semanas


    Salinas de Hidalgo, S.L.P., México Tiger Text A tiempo completo

    Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. You lead the plan-do-check-act (PDCA) process of the site quality management system and report results to the quality section manager. How you will contribute You will support elements of the site’s quality...

  • Director, Supply Chain Finance, HUB MTY

    Encontrado en: Talent MX C2 - hace 3 semanas


    Salinas de Hidalgo, México Mondelēz International A tiempo completo

    Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. You will be the finance partner to plant management and manage the overall financial integrity and performance of a manufacturing site. You will support the Plant Leadership team in preparing and...

  • Director, Supply Chain Finance, HUB MTY

    Encontrado en: Talent MX C2 - hace 3 semanas


    Salinas de Hidalgo, México Mondelēz International A tiempo completo

    Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. You will be the finance partner to plant management and manage the overall financial integrity and performance of a manufacturing site. You will support the Plant Leadership team in preparing and...

  • Project Engineer

    Encontrado en: Talent MX C2 - hace 3 semanas


    Salinas de Hidalgo, México Mondelēz International A tiempo completo

    Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. You plan, develop and execute capital projects by supporting technical developments, feasibility perspectives of engineering-related activities in supply chain and capital expense project execution to...

  • Project Manager

    Encontrado en: Talent MX C2 - hace 3 semanas


    Salinas de Hidalgo, México Mondelēz International A tiempo completo

    Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. To support growth, world-class manufacturing and productivity, you manage the detailed planning, development and execution of capital projects, leading technical development, feasibility perspectives on...