Portfolio Strategist

hace 2 meses

Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo

About the Role

In this opportunity as a Portfolio Strategist, you will:

  • Conduct ongoing analysis of financial products in the portfolio
  • Understand key characteristics of customers and their financial needs
  • Proactively monitor internal sources of data to assess and inform financial proposition health
  • Work closely with cross-functional teams to gather and analyze financial data
  • Support customer research by documenting data and insights
  • Monitor competitive intelligence and trends within the financial product portfolio
  • Support small, ad hoc projects as needed

About You

You're a fit for the role if your background includes:

  • Bachelor's Degree in Finance, Business Administration, or a related field
  • Fluency in reading, writing, and speaking English
  • Strong analytical skills to evaluate financial performance, identify trends, and make data-driven recommendations for improvements
  • Ability to understand customer financial 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

What's in it For You?

You will join our inclusive culture of world-class talent, where we are committed to your personal and professional growth through:

  • Flexible Work Environment: We've adopted a flexible work environment that allows for a balance between work and personal life
  • Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance: flexible vacation, mental health days off; work from another location for up to a total of 8 weeks in a year, 4 of those weeks can be out of the country and the remaining in the country
  • Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more
  • Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; networking opportunities
  • Social Impact: Employee-driven Business Resource Groups; paid volunteer days annually; Environmental, Social, and Governance (ESG) initiatives for local and global impact
  • Purpose-Driven Work: We help our customers pursue justice, truth, and transparency, and we're committed to upholding the rule of law, turning the wheels of commerce, and providing trusted, unbiased information to people all over the world

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, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

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