Marsh & McLennan Companies

Junior Financial Planning Analyst

Marsh & McLennan Companies

Mexico City, CDMX, Mexico
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you passionate about numbers and driven to help people achieve their financial goals? Do you have a strong analytical mindset and a knack for problem-solving? Marsh & McLennan Companies is seeking a Junior Financial Planning Analyst to join our dynamic team. As a leading global professional services firm, we are committed to providing our clients with innovative solutions and exceptional service. In this role, you will have the opportunity to work alongside experienced professionals and gain valuable experience in financial planning and analysis. If you have a keen eye for detail and a desire to make a positive impact, we want to hear from you!

  1. Conduct financial analysis and produce accurate reports to support decision-making processes.
  2. Collaborate with senior financial analysts to develop financial plans and forecasts.
  3. Analyze financial data and identify trends, patterns, and opportunities for improvement.
  4. Provide support in the development and implementation of financial strategies.
  5. Assist in the preparation of presentations and reports for management and clients.
  6. Conduct research and gather data to support financial planning initiatives.
  7. Monitor and evaluate financial performance against established goals and objectives.
  8. Identify and recommend cost-saving measures and process improvements.
  9. Communicate financial information and analysis to stakeholders in a clear and concise manner.
  10. Stay updated on industry trends and best practices in financial planning and analysis.
  11. Adhere to company policies and procedures and ensure compliance with relevant regulations.
  12. Collaborate with cross-functional teams to achieve financial goals and objectives.
  13. Participate in training and development programs to enhance skills and knowledge.
  14. Contribute to a positive and collaborative team environment.
  15. Continuously seek opportunities to improve processes and increase efficiency.
Where is this job?
This job is located at Mexico City, CDMX, Mexico
Job Qualifications
  • Excellent Communication And Interpersonal Skills.

  • Bachelor's Degree In Finance, Accounting, Or Related Field.

  • Proficiency In Financial Modeling And Data Analysis Tools.

  • Strong Analytical Skills And Attention To Detail.

  • Knowledge Of Investment Strategies And Financial Planning Methods.

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Financial Reporting

  • Communication Skills

  • Data Analysis

  • Market Research

  • Forecasting

  • Financial Modeling

  • Portfolio Management

  • Excel proficiency

  • Investment planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Junior Financial Planning Analyst in Mexico City, CDMX, Mexico is between MXN 15,000 to MXN 25,000 per month. This may vary depending on the specific company, industry, and level of experience of the individual. Additionally, bonuses and benefits may also be included in the overall compensation package.

Additional Information
Marsh & McLennan Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesSpanish
Job PostedMarch 24th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About Marsh & McLennan Companies

Marsh & McLennan Companies, Inc. is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting.

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