Investment Specialist Analyst (Trade Management)#
Investment Specialist Analyst (Trade Management)#
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Salary Not Disclosed
1 Vacancy
Job Description
WTW is a leading global advisory broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828 WTW has 40000 employees serving more than 140 countries. We design and deliver solutions that manage risk optimize benefits cultivate talent and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent assets and ideas the dynamic formula that drives business performance. Together we unlock potential. Learn more at
The Investment business at WTW has over 1000 colleagues worldwide who provide services and advice to a diverse range of institutional investors including large pension funds insurance companies endowments and foundations. As a trusted partner to over 1200 clients it advises on over $2 trillion of global assets and has discretion over more than $250 billion of assets. It works closely with teams in the Human Capital and Benefits business particularly those providing actuarial and other services to many of the worlds top pension funds.
The Role
The individual in this role will be involved in the end-to-end investment operations lifecycle. The focus of the role is on trade management within our operations team.
The position will have oversight for managing and monitoring investments in client portfolios. As a member of the team you will initiate processes for reviewing and implementing investment instructions and related materials on behalf of our clients. The role requires the candidate to work with multiple internal teams while effectively communicating opinions and ideas.
The selected candidate will be provided on-the-job training in addition to a mentor.
Duties and Responsibilities:
- Implementing trades for client portfolios
- Monitor client portfolio positioning and movements
- Preparation of agreements and investment instructions
- Keeping internal and external stakeholders appraised of progress
- Gaining an understanding of the wider investment business
- Developing relationships with internal and external parties
Qualifications
The Requirements
- Undergraduate Degree
- Effective oral and written communication skills
- Project management skills
- Attention to detail and the ability to meet deadlines
- Willingness to learn and ask questions
- 2 years of experience preferred; recent graduates will be considered.
Equal Opportunity Employer
Office based in Mexico City in a hybrid model
Required Experience:
IC
Employment Type
Full-Time
