Strategic Portfolio Analyst
hace 2 semanas
About Our Company
MX013 Mercer Asesores en Inversion Independientes, S.A. de C.V. is a leading provider of investment advisory services in Mexico City.
Salary: $150,000 - $180,000 per year
Job Description:
We are seeking an experienced Investment Analyst to join our team in Mexico City. The ideal candidate will have a strong background in finance and be able to analyze complex data sets to inform investment decisions.
Responsibilities:
- Assist the consulting team with administrative tasks, including expense report processing, client invoicing, and document management;
- Coordinate the production of documents using available resources and provide peer review for quality control;
- Produce accurate and detailed client reports through analysis of client-specific investment data;
- Collect data needed for quarterly performance reports and analyze client portfolio performance;
- Respond to routine queries from clients, investment managers, and other third parties;
- Communicate with investment and money managers to gather client-specific data for reporting;
- Contribute to accurate client/project budget management through prompt time entry;
Requirements:
- Bachelor's degree in economics or finance;
- AMIB Figure 3 certification (Investment Strategies Advisor) preferred;
- 2-3 years of experience in the financial sector;
- Knowledge of investment portfolios, investment funds, and financial markets;
- Advanced knowledge of office software, specifically Excel;
- Intermediate-advanced level of English;
What We Offer:
- A competitive salary range of $150,000 - $180,000 per year;
- A dynamic and supportive work environment;
- Ongoing training and professional development opportunities;
- A comprehensive benefits package, including health insurance and retirement plan contributions;
Key Skills:
- Client-focused approach;
- Analytical skills;
- Proactive attitude;
- Organizational skills;
About You:
- You have a degree in economics or finance;
- You have experience in the financial sector;
- You have knowledge of investment portfolios and financial markets;
- You have advanced knowledge of Excel and other office software;
- You have excellent communication skills and can work effectively with clients and colleagues;
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