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Investment Analyst#

Company

WTW

Location

Ciudad de México, Distrito Federal

Posted

July 09, 2026

Position Overview

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.

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