Investment Performance and Reporting Analyst#
hace 2 semanas
- Mexico City, Mexico- Bevorzugt**Description**:The role of Investment Performance 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 of all the plan accounts and also the return of the plan.You will have the opportunity to provide a positive experience and drive outcomes for our discretionary clients by building knowledge of our processes and leveraging a deep bench of internal teams (Portfolio Managers, Client Leads, Operations, and Manager and Asset Research teams) and resources. You will be supported in the role to develop your performance calculation knowledge and enhance a broad range of communication and leadership skills. You will have exposure to the whole Investment process.**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**Qualifications**:**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.**Office based in Mexico City, in a hybrid model**Equal Opportunity Employer
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Investment Performance and Reporting Analyst#
hace 2 semanas
Ciudad de México WTW A tiempo completo202506076 - Mexico City, Mexico - Bevorzugt **Description**: The role of Investment Performance 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...
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Investment Performance and Reporting Analyst#
hace 2 semanas
Ciudad de México WTW A tiempo completo**Description**:The role of Investment Performance 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...
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Investment Performance and Reporting Analyst#
hace 2 semanas
Ciudad de México WTW A tiempo completo**Description**: The role of Investment Performance 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...
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Investment Reporting Analyst#
hace 2 semanas
Ciudad de México WTW A tiempo completo**Description**:As an investment reporting analyst, you will work with our Canadian Investment practice to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities. Support will be required on a range of investment-related matters, including: performance measurement and evaluation,...
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Wfo Reporting Analyst
hace 4 semanas
Ciudad de México MaryRuth's A tiempo completoThe WFO Reporting Analyst ensures that business leaders have clear, accurate, and actionable reporting. This role combines data pipeline development, automation, and analysis to deliver insights that drive operational and workforce decisions. The analyst will be part of the Workforce Optimization (WFO) team within our Customer Experience department and will...
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Planning Forecasting and Reporting Analyst
hace 16 horas
Ciudad Juarez, México Cummins A tiempo completo**IRC1065078 Planning Forecasting and Reporting Analyst** Our culture believes in _POWERING YOUR POTENTIAL_. We provide global opportunities to develop your career, make your community a better place and work with today’s most innovative thinkers to solve the world’s toughest problems. We believe in flexibility for you to explore your passions while...
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Investment Analyst
hace 1 semana
Cuajimalpa de Morelo, Brazil, México Tpe Rh S.A De C.V A tiempo completoTop Personnel Group is working with a Mexican company, dedicated to offering tailor-made financial solutions through operational leasing and sale & lease back of machinery, equipment, and other assets that companies require to improve their productivity. About the Role: As an Investment Analyst you will play a key role in supporting the company's growth and...
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Investment Analyst
hace 1 semana
Delegación Cuajimalpa de Morelos, Ciudad de México TPE RH S.A DE C.V A tiempo completoTop Personnel Group is working with a Mexican company, dedicated to offering tailor-made financial solutions through operational leasing and sale & lease back of machinery, equipment, and other assets that companies require to improve their productivity.About the Role: As an Investment Analyst you will play a key role in supporting the company's growth and...
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Senior Investment Analyst
hace 2 días
Ciudad de México, Álvaro Obregón, , Mexico Renewable Resources Group A tiempo completoRRG is seeking a Senior Investment Analyst to join its investment and operations teams in the Mexico office, focusing on agricultural investments and management. The investment team plays a key role in deal acquisition, development, and management, collaborating to conduct financial, operational, and strategic analyses across a diverse impact investment...
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Investment Operations- Analyst
hace 2 semanas
Miguel Hidalgo, Ciudad de México WTW A tiempo completoThe 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...
