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Investment Analyst#

WTW

Ciudad de México, PHonsitePosted Aug 21, 2026
Posting intelligenceActively listed

Skills

excel

About the role

Description

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.

Qualifications

1-3 years of relevant experience in investment operations, trade support, or a similar role.

We expect candidates to demonstrate their interest in financial markets, institutional investing, and investment management.

We would like to see resourcefulness as well as a desire to 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.

We are looking for candidates that thrive in an inclusive team based working environment.

Proficient in oral and written English.

Inclusive job opportunity

Questions about this role

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Compensation for Finance roles in Philippines varies widely by seniority, employer size, and remote vs onsite arrangement. Check the salary range on this listing when published, or browse our Finance hub for Philippines medians across recent openings.

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