Mexico City, Mexico
11 hours ago
Investment Analyst

We are seeking a talented individual to join our team at Marsh. This role will be based in Mexico City and is a hybrid position, requiring at least three days a week in the Torre Mayor office.

Investment Analyst

We will count on you to:

Assists the consulting team with administrative tasks, including processing expense reports, managing monthly client invoicing, code population and client marketing information, managing travel arrangements, and managing client subject files and plan documents.

Coordinates the production of documents using available resources.Provides peer review of documents before final production / distribution to ensure quality control of final product.

Produces accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.

Collects data needed for quarterly performance reports and analyzes client portfolio performance, including performance of each of the funds within the client's investment options.

Responds to routine queries from clients, investment managers, and other third parties.

Communicates with investment and money managers and custodians to gather and/or clarify client-specific data for reporting.

Contributes to accurate client/project budget management through accurate and prompt time entry.

What you need to have:

Preferably with a degree in economics and financeHave 2 to 3 years of experience in the financial sector (invesments)Knowledge in investment portfolios, investment funds, financial markets.Excel AdvancedB2 - C1 level of English

What makes you stand out:

Client-focused
Analytical
Proactive
Organized

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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