Investment Portfolio Manager

hace 1 semana


Xico, México Wtw A tiempo completo

**Job Summary**

We are seeking a highly skilled and detail-oriented professional to join our team at Wtw as an Investment Analyst. As an Investment Analyst, you will play a critical role in supporting our business needs by collecting and analyzing financial data, identifying trends, and providing insights to inform investment decisions.

**Key Responsibilities**

  • Collect and analyze financial statements from clients and custody providers
  • Obtain and review information on client investments, including manager details and asset under management (AUM)
  • Calculate returns on client accounts and the overall plan
  • Support business needs through data analysis and insights
  • Maintain effective communication with the Client Team to deliver high-quality work

**Requirements**

  • Experience in a related field, with a strong understanding of financial data and analysis
  • Resourcefulness and a desire to expand investment knowledge
  • Ability to combine project management and organizational skills with effective communication and collaboration
  • Proficiency in Excel and databases, with experience in applying these skills to internal processes and systems
  • Professional English language skills

**What We Offer**

At Wtw, we value innovation, teamwork, and professional growth. As an Investment Analyst, you will have the opportunity to work with a talented team, develop your skills, and contribute to the success of our business.


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