Investment Analyst

hace 7 días

Miguel Hidalgo, México WTW A tiempo completo

**The Role**
- Collect all the necessary information from the client
- Download or get the financial statements of the clients from the Custody.
- Obtain all the information of the managers in which the client is invested.
- Review the AUM of our clients' pension plan each month.
- Calculate the returns of all the accounts of the plan and the total plan using the financial statements.
- Support different business needs.
- Have constant communication with the Client Team to deliver a high quality work to the client.

**The Requirements**
- Experienced hires are encouraged to apply.
- We would like to see resourcefulness as well as a desire to expand investment knowledge
- We are looking for individuals who can combine project management and organizational skills with effective communication and collaboration
- Your working knowledge of Excel and databases will be applied to our internal processes and systems
- You will be supported to think innovatively to evolve and improve our solutions
- Professional english.
- Equal Opportunity Employer_

  • Investment Operations- Analyst

    hace 2 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    The role of Investments Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients. You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the returns...

  • Investment Operations- Analyst

    hace 2 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    **The Role** - Incorporate key details in the preparation of agreements, and related documentation pertaining to investing the assets of retirement plans with investment managers. - Review client documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process. -...

  • Investment Operations- Analyst

    hace 3 semanas

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    The role of Investments Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients. You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the...

  • Investment operations- analyst

    hace 2 semanas

    Miguel Hidalgo y Costilla, México WTW A tiempo completo

    The role ofInvestments Analystwill support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients.You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the returns of...

  • Investment Analyst

    hace 3 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    **The Role**- Collect all the necessary information from the client- Download or get the financial statements of the clients from the Custody.- Obtain all the information of the managers in which the client is invested.- Review the AUM of our clients' pension plan each month.- Calculate the returns of all the accounts of the plan and the total plan using the...

  • Investments analyst/analista de inversiones

    hace 2 semanas

    Miguel Hidalgo y Costilla, México WTW A tiempo completo

    The role of Investments Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients.

  • Finance Analyst

    hace 2 semanas

    Miguel Hidalgo, México PepsiCo A tiempo completo

    Overview: **We Are PepsiCo** Join PepsiCo and Dare for Better! We are the perfect place for curious people, thinkers and change agents. From leadership to front lines, we're excited about the future and working together to make the world a better place. Being part of PepsiCo means being part of one of the largest food and beverage companies in the world,...

  • Investments Analyst/Analista de Inversiones

    hace 3 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    The role of Investments Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients. You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the returns...

  • Investments Analyst/Analista de Inversiones

    hace 3 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    The role of Investments Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients. You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the returns...

  • Investments Analyst/Analista de Inversiones

    hace 3 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    The role of Investments Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients.You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate the returns...