Investment Performance Analyst
hace 4 semanas
**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.Equal Opportunity Employer
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Investment Banking Analyst
hace 3 semanas
Ciudad de México Citi A tiempo completoThe Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Analyst also serves as...
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Investment Analyst
hace 7 días
Ciudad de México, CDMX WTW A tiempo completo**Description**: The role of Investment 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...
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Investment Analyst, US Investments
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Ciudad de México HASTA Capital A tiempo completoHASTA Capital is a private equity real estate manager focused on the investment and development of residential multifamily rental properties in the United States and Latin America. With over $2 Billion AUM and offices in the US, Mexico and Colombia, HASTA creates sustainable world class buildings and living environments that improve their cities and generate...
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Investment Analyst
hace 4 semanas
Ciudad de México Quinio A tiempo completoQuinio is a technology company that acquires and builds brands that sell through e-commerce channels such as Marketplaces (i.e. Amazon, MercadoLibre) or D2C channels (i.e. Shopify). We are passionate about good products and bringing the best to Latin American homes. We seek to become the largest seller of consumer products in the e-commerce ecosystem in...
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Investment Banking Summer Analyst
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Junior Analyst
hace 3 semanas
Miguel Hidalgo, Ciudad de México AFORE COOPEL, S.A. A tiempo completoAbout Afore Coppel Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...
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Investment Banking Analyst
hace 4 semanas
Ciudad de México Citi A tiempo completoThe Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Analyst also serves as...
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Investment Banking Analyst
hace 3 semanas
Ciudad de México Citi A tiempo completoThe Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Analyst also serves as...
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Junior Analyst
hace 3 semanas
Miguel Hidalgo, Ciudad de México AFORE COOPEL, S.A. A tiempo completoAbout 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...
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Junior Analyst
hace 3 semanas
Miguel Hidalgo, Ciudad de México AFORE COOPEL, S.A. A tiempo completoAbout 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...
