Investment Analyst - Miguel Hidalgo, México - WTW

WTW
WTW
Empresa verificada
Miguel Hidalgo, México

hace 1 semana

Rodrigo Fernández

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee
Descripción

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 highquality 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_
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