Investment Analyst
hace 3 semanas
**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.
**The Requirements**
- Experienced hires are encouraged to apply.
- 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
- Professional english.
- Equal Opportunity Employer_
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