Trade management - Investment Analyst#

WTW · Ciudad de México, Distrito Federal, Mexico

Location
Ciudad de México
Job Type
Full time
Posted
June 27, 2026

Job Description

The focus of the role is to perform investment operations functions for predominantly pension fund clients while working closely with operations colleagues, custodians, and investment managers to ensure activities are completed accurately and on a timely basis. Success in this role requires strong collaboration across a team-oriented environment, with a focus on sharing knowledge and coordinating across regions to deliver efficient and seamless outcomes.

The Role

  • Execute trades for client portfolios and WTW-managed funds in accordance with investment instructions
  • Monitor portfolio activity, including cash balances, positioning, and movements
  • Prepare and validate trade instructions, agreements, and supporting documentation
  • Coordinate with internal teams, custodians, and investment managers to ensure timely settlement and issue resolution
  • Provide regular updates to stakeholders on trade status and operational progress
  • Support...
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