Strategic Portfolio Analyst

hace 2 semanas


Ciudad de México, Ciudad de México MX013 Mercer Asesores en Inversion Independientes, S.A. de C.V. A tiempo completo

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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