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Portfolio Management Specialist

hace 2 meses


Xico, México Wtw A tiempo completo
About the Role

The Portfolio Management Analyst will play a crucial part in supporting portfolio management and related client service activities for discretionary investment accounts. As an integral member of the team, you will contribute to the management of funds and the construction of multi-asset portfolios for our clients. You will have the opportunity to develop your portfolio management and asset class knowledge, as well as enhance your communication and leadership skills. You will work closely with internal teams, including Portfolio Managers, Client Leads, Operations, and Manager and Asset Research teams, to drive outcomes for our discretionary clients. Our team is committed to providing a positive experience for our clients, and we welcome the opportunity to discuss your working preferences as we offer flexibility in the role.

Key Responsibilities
  • Support portfolio management and related client service activities
  • Contribute to the management of funds and the construction of multi-asset portfolios
  • Develop portfolio management and asset class knowledge
  • Enhance communication and leadership skills
  • Work closely with internal teams to drive outcomes for clients

We are committed to providing a positive experience for our clients and welcome the opportunity to discuss your working preferences as we offer flexibility in the role. Note: Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We are an equal opportunities employer and welcome applications from diverse candidates.