As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development and product development efforts.
The Role
Using your expanding knowledge of the retirement plan landscape to assist the Growth Team to support the US Investments business
Support the creation of customized client solutions to meet their unique needs
Perform analysis and create sales materials for proposals
Manage multiple assignments in a collaborative manner
Commitment to customize and deliver a “best in class” service to internal stakeholders in a timely and effective manner
Support team members in the construction and delivery of presentations
Ensure all work is delivered in accordance with professional excellence requirements
Build strong relationships internally and externally and collaborate effectively.
The Requirements
2-5 years of experience in financial services environment
Understanding financial markets and institutional investing
High attention to detail with a track record of delivering accurate, high quality work
BS or BA from accredited university, progress toward CFA or MBA a plus
Equal Opportunity Employer
Investment Solutions Analyst, Mexico City
Free
Investment Solutions Analyst, Mexico City
Mexico, Mexico City, Mexico City,
Modificado May 9, 2025
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