Investment Solutions Analyst

hace 15 horas

Miguel Hidalgo, México WTW A tiempo completo

As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development and product development efforts.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

- Using your expanding knowledge of the retirement plan landscape to assist the Growth Team to support the US Investments business.
- Support the creation of customized client solutions to meet their unique needs.
- Perform analysis and create sales materials for proposals.
- Manage multiple assignments in a collaborative manner.
- Commitment to customize and deliver a “best in class” service to internal stakeholders in a timely and effective manner.
- Support team members in the construction and delivery of presentations.
- Ensure all work is delivered in accordance with professional excellence requirements.
- Build strong relationships internally and externally and collaborate effectively.

The Requirements

- 2-5 years of experience in financial services environment.
- Understanding financial markets and institutional investing.
- High attention to detail with a track record of delivering accurate, high-quality work.
- BS or BA from accredited university, progress toward CFA or MBA a plus.
- Strong proficiency in English communication, both written and verbal, is essential to effectively collaborate with the Growth team and global stakeholders.
- Advanced Excel.
- Prior experience in investment industry, actuarial background or pension plans is a plus.

Equal Opportunity Employer

  • Investment solutions analyst

    hace 1 día

    Miguel Hidalgo y Costilla, México WTW A tiempo completo

    As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...

  • Investment Solutions Analyst

    hace 5 días

    Miguel Hidalgo, México WTW A tiempo completo

    As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...

  • Investment Solutions Analyst

    hace 24 horas

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...

  • Investment Solutions Analyst#

    hace 23 horas

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    DescriptionAs an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business...

  • Investment Analyst#

    hace 23 horas

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    DescriptionAs an Investment Analyst, you will work with consultants to provide advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring,...

  • Junior Analyst

    hace 2 semanas

    Miguel Hidalgo, México AFORE COOPEL, S.A. A tiempo completo

    About Afore CoppelAfore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...

  • Junior Analyst

    hace 2 semanas

    Miguel Hidalgo, México AFORE COOPEL, S.A. A tiempo completo

    About Afore Coppel Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...

  • Junior Analyst

    hace 2 semanas

    Miguel Hidalgo, México AFORE COOPEL, S.A. A tiempo completo

    About Afore Coppel Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...

  • Investment Analyst

    hace 2 días

    Miguel Hidalgo, México WTW A tiempo completo

    **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...

  • Junior analyst

    hace 1 semana

    Miguel Hidalgo y Costilla, México AFORE COOPEL, S.A. A tiempo completo

    About Afore CoppelAfore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...