-Job description
Purpose of the position:
Contribute to the design, execution, implementation and monitoring of the investment strategy of multi-asset portfolios, as well as institutional mandates and other mandates, agreed upon by the Investment Committee through a fundamental analysis that allows selecting the investment assets with the best prospects and that maximize the performance of portfolios and mandates while maintaining compliance with investment restrictions, as well as regulatory and regulatory guidelines, at all times.
Develop tools for decision making in line with the multi-asset strategy.
Main responsibilities:
- Develop fundamental and market analysis for eligible financial instruments with the objective of selecting attractive assets for different mandates and investment funds.
- Contribute to ensuring that the multi-asset investment strategy meets the investment objectives of each client.
- Help guarantee the necessary liquidity to cover the cash requirements requested by clients and owners of the mandates.
- Contribute to the planning of the strategy to be implemented in each portfolio, in such a way as to maximize the performance of the assets, following at all times the regulations established in the prospectus and in the mandates.
- Support in ensuring compliance with regulations, internal parameters and investment restrictions.
- Prepare local committees on investment strategy issues for multi-asset portfolios in which the results related to the performance of the portfolios will be delivered.
- Contribute to positioning the multi-asset team as best in class inside and outside the institution, and thus maintain high performance in investment portfolios.
- Contribute to the operational efficiency of the multi-asset team, maintaining regulatory certifications and aligning the way of working with all related areas to optimize the quality of the final product.
Requirements
Knowledge and experience:
- Bachelor's degree in Economics / Administration / Actuary / Engineering or similar.
- Knowledge of mathematics, financial markets, statistics and economics.
- Knowledge of the various financial markets (capital, debt, forex and derivatives) both local and foreign
- CFA desirable.
- AMIB certification figure 3.
- Advanced command of financial English.
- Ability to communicate investment ideas, both in writing and to the committee and investment teams outside of Mexico
- Knowledge of the Mexican market, as well as the internal and external factors/events that impact it (political, economic, social, etc.)
- Desirable work experience of more than 5 years