
Junior Financial Planning Analyst
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!
- Conduct financial analysis and produce accurate reports to support decision-making processes.
- Collaborate with senior financial analysts to develop financial plans and forecasts.
- Analyze financial data and identify trends, patterns, and opportunities for improvement.
- Provide support in the development and implementation of financial strategies.
- Assist in the preparation of presentations and reports for management and clients.
- Conduct research and gather data to support financial planning initiatives.
- Monitor and evaluate financial performance against established goals and objectives.
- Identify and recommend cost-saving measures and process improvements.
- Communicate financial information and analysis to stakeholders in a clear and concise manner.
- Stay updated on industry trends and best practices in financial planning and analysis.
- Adhere to company policies and procedures and ensure compliance with relevant regulations.
- Collaborate with cross-functional teams to achieve financial goals and objectives.
- Participate in training and development programs to enhance skills and knowledge.
- Contribute to a positive and collaborative team environment.
- Continuously seek opportunities to improve processes and increase efficiency.
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.
Budgeting
Risk Management
Financial Analysis
Financial Reporting
Communication Skills
Data Analysis
Market Research
Forecasting
Financial Modeling
Portfolio Management
Excel proficiency
Investment planning
Communication
Conflict Resolution
Leadership
Time management
creativity
Teamwork
Adaptability
Problem-Solving
Empathy
Decision-making
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.
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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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