Investment Analyst

hace 4 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 Analyst#

    hace 3 minutos

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    DescriptionAs an Investment Analyst, you will work with consultants to provide advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring,...

  • Investment solutions analyst

    hace 4 horas

    Miguel Hidalgo y Costilla, México WTW A tiempo completo

    As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...

  • Junior Analyst

    hace 2 semanas

    Miguel Hidalgo, México AFORE COOPEL, S.A. A tiempo completo

    About Afore CoppelAfore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...

  • Investment Solutions Analyst

    hace 17 horas

    Miguel Hidalgo, México WTW A tiempo completo

    As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...

  • Junior Analyst

    hace 2 semanas

    Miguel Hidalgo, México AFORE COOPEL, S.A. A tiempo completo

    About Afore Coppel Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...

  • Junior Analyst

    hace 2 semanas

    Miguel Hidalgo, México AFORE COOPEL, S.A. A tiempo completo

    About Afore Coppel Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...

  • Investment Solutions Analyst

    hace 1 día

    Miguel Hidalgo, México WTW A tiempo completo

    As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...

  • Investment Solutions Analyst

    hace 2 horas

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...

  • Investment Solutions Analyst#

    hace 57 minutos

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    DescriptionAs an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business...

  • Junior analyst

    hace 2 semanas

    Miguel Hidalgo y Costilla, México AFORE COOPEL, S.A. A tiempo completo

    About Afore CoppelAfore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...