Financial Portfolio Strategist

hace 1 mes


Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo
About the Role

We are seeking a highly skilled Financial Portfolio Strategist to join our team.

Job Summary

The successful candidate will be responsible for conducting ongoing analysis of products in portfolio, understanding key characteristics of customers, and monitoring internal sources of data to assess and inform proposition health.

Key Responsibilities
  • Conducting market research and competitive intelligence to identify trends and opportunities
  • Developing and implementing data-driven strategies to improve customer satisfaction and product adoption
  • Working closely with cross-functional teams to gather and analyze data
  • Supporting customer research by documenting data and insights
  • Monitoring competitive intelligence and trends within product portfolio
Requirements
  • Bachelor's Degree (Finance, Marketing, Business Administration, etc)
  • Fluency in reading, writing, and speaking English
  • Strong analytical skills to evaluate product performance, identify trends, and make data-driven recommendations for improvements
  • Ability to understand customer needs and behaviors, translating insights into actionable strategies
  • Excellent communication and collaboration skills to effectively gather and analyze data from various departments
  • Strong ability to research and analyze competitors' activities, market conditions, and emerging trends
  • Strong organizational and time management skills, with the ability to handle multiple projects simultaneously
Benefits

We offer a comprehensive benefits package, including:

  • A salary range of $80,000 - $110,000 per year, based on experience
  • Hybrid work model, with flexible remote work options
  • Comprehensive benefit plans, including medical, dental, and vision insurance
  • Flexible vacation policy, with two company-wide Mental Health Days Off
  • Headspace app subscription, retirement plan, and employee incentive programs
About Us

We are a global business that relies on diversity of culture and thought to deliver on our goals. We seek talented, qualified employees in all our operations around the world, regardless of race, color, sex/gender, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law.



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