Investment Operations Analyst

hace 4 semanas

Miguel Hidalgo, México WTW A tiempo completo

The main role of the Analyst is to support the Post Trade Compliance process within the Operations Internal Control Team, based in the UK and Mexico, by carrying out day-to-day activities undertaken by the team and ensuring all duties are carried out effectively.

The role can be varied and includes coordinating and responding to PTC instructions on behalf of our global clients, maintaining related internal systems functions and records, liaising with third parties and internal teams to ensure that the team has the information it needs to complete reporting requirements and other activities.

The Role

  • Ensure that all clients’ PTC rules and warnings are functional, recorded, and a status update is accurately maintained.

  • Ensure that changes in PTC rules and warnings are responded to in a timely manner and responses are accurately maintained on internal systems.

  • Liaise with third parties and internal teams to ensure the team has the necessary information it needs to complete its PTC tasks, reporting requirements and other activities undertaken by the team.

  • Assist with the preparation of training material, error reporting and management information reporting as required.

  • Support the promotion of a work culture which encourages operational excellence, risk management and control.

  • Ad-hoc activities as required to support the Operations Internal Control Team.

  • Learn about the wider investment consulting business by gaining exposure to numerous facets of the industry and have opportunities to work with multiple different teams within the organization.

  • Develop collaborative relationships and openly communicate on work matters with internal teams.

  • Effectively interact with internal teams to keep them informed on progress and ensure they carry out any required actions.

The Requirements

  • Some experience in a financial operations environment.

  • Undergraduate (Bachelor’s) degree, preferably on Actuarial science, Business, Administration, Economics, Finance, or equivalent.

  • Project management skills, attention to detail and the ability to meet strict deadlines.

  • Advanced oral and written communication skills in business English is a MUST.

  • Sound knowledge of Microsoft Office (Excel, Word, PowerPoint, mainly).

  • Effective digital document organizational skills.

  • Understanding of financial and investment terminology

  • Team-player with the ability to fit seamlessly into the wider practice.

  • Ability to be a self-starter and work independently, but also cooperatively in a team environment with good organizational, planning and interpersonal skills.

  • Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice with the ability to build rapport with others and develop relationships.

  • Good financial math and calculation skills.

  • Demonstrated problem solving skills.

Equal Opportunity Employer

  • Investment Operations Analyst

    hace 4 días

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    The CompanyThe areaWe are currently looking for an Investment Operations Analyst for our Delegated Investment Solutions Operations team in the Mexico City Office. This role will report to the Head of the Trade Management as part of WTW Delegated Investment Solution (DIS) business.The team is part of the wider Global Investment Operations group, of 160...

  • Investment Operations Analyst

    hace 3 días

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    The CompanyThe areaWe are currently looking for an Investment Operations Analyst in the Delegated Investment Solutions Operations team in the Mexico City office. This role will report to Manager of the Middle Office in Canada, as part of WTW Delegated Investment Solution (DIS) business.The focus of the role is to perform middle office operations functions...

  • Investment Operations Analyst

    hace 2 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    **The Company** **The area** We are currently looking for an Investment Operations Analyst for our Delegated Investment Solutions Operations team in the Mexico City Office. This role will report to the Head of the Trade Management as part of WTW Delegated Investment Solution (DIS) business. The team is part of the wider Global Investment Operations group,...

  • Investment Operations Analyst

    hace 2 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    **The Company** **The area** We are currently looking for an Investment Operations Analyst in the Delegated Investment Solutions Operations team in the Mexico City office. This role will report to Manager of the Middle Office in Canada, as part of WTW Delegated Investment Solution (DIS) business. The focus of the role is to perform middle office...

  • Investment Operations Analyst

    hace 5 días

    Miguel Hidalgo, México WTW A tiempo completo

    Investment Operations Analyst (Post-Trade Compliance) - Miguel Hidalgo, MX February 27, 2024 The main role of the Analyst is to support the Post Trade Compliance process within the Operations Internal Control Team, based in the UK and Mexico, by carrying out day-to-day activities undertaken by the team and ensuring all duties are carried out...

  • Investment Operations- Analyst

    hace 2 meses

    Miguel Hidalgo, México WTW A tiempo completo

    **The Role** - Incorporate key details in the preparation of agreements, and related documentation pertaining to investing the assets of retirement plans with investment managers. - Review client documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process. -...

  • Investment Analyst

    hace 2 meses

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    Job DescriptionThe role of Investment Analyst will support the Client Service team and the other teams in the Investment line of bussines related to the performance of the pension plans of the clients.You will be an integral member of the Investment & Performance team, in which you will be the one to review the AUM of our client's pension plans and calculate...

  • Investment Analyst

    hace 3 días

    Miguel Hidalgo, Ciudad de México Willis Towers Watson A tiempo completo

    Investment Analyst / Performance Analyst Miguel Hidalgo, MXAugust 01, 2023The 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...

  • Client Consultant Investment Analyst

    hace 2 semanas

    Miguel Hidalgo, México Willis Towers Watson A tiempo completo

    Client Consultant Investment Analyst - Miguel Hidalgo, MX August 04, 2023 To be completed by Recruitment To be completed by Recruitment

  • Investment Analyst

    hace 3 semanas

    Miguel Hidalgo, México Willis Towers Watson A tiempo completo

    Investment Analyst / Performance Analyst - Miguel Hidalgo, MX August 01, 2023 **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...

  • Client Consultant Investment Analyst

    hace 4 días

    Miguel Hidalgo, Ciudad de México Willis Towers Watson A tiempo completo

    Client Consultant Investment Analyst- Miguel Hidalgo, MXAugust 04, 2023To be completed by RecruitmentTo be completed by Recruitment

  • Investment Operations Associate

    hace 3 semanas

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate to join the Onboarding Team in Mexico City, as a member of the Manager Onboarding sub-function. This team supports the Global WTW Delegated Investment Solutions (DIS) business (also referred to...

  • Investment Operations Associate

    hace 4 días

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate to join the Onboarding Team in Mexico City, as a member of the Manager Onboarding sub-function. This team supports the Global WTW Delegated Investment Solutions (DIS) business (also referred to...

  • Investment Operations Associate

    hace 3 semanas

    Miguel Hidalgo, Ciudad de México WTW A tiempo completo

    This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate to join the Onboarding Team in Mexico City, as a member of the Manager Onboarding sub-function. This team supports the Global WTW Delegated Investment Solutions (DIS) business (also referred to...

  • Investments Operations Analyst

    hace 2 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    Investments Operations Analyst (Third Party Oversight) - Miguel Hidalgo, MX February 20, 2024 The team is part of the wider Global Investment Operations group, whose core focus is on supporting and servicing the needs of our Investments business and clients. The focus of the role is to perform functions for predominantly pension fund clients while working...

  • Investments Operations Analyst

    hace 3 días

    Miguel Hidalgo, México WTW A tiempo completo

    Investments Operations Analyst (Third Party Oversight) - Miguel Hidalgo, MX January 31, 2024 The team is part of the wider Global Investment Operations group, whose core focus is on supporting and servicing the needs of our Investments business and clients. The focus of the role is to perform functions for predominantly pension fund clients while working...

  • Investment Operations Analyst

    hace 2 meses

    Hidalgo, México WTW A tiempo completo

    The main role of the Analyst is to support the Post Trade Compliance process within the Operations Internal Control Team, based in the UK and Mexico, by carrying out day-to-day activities undertaken by the team and ensuring all duties are carried out effectively. The role can be varied and includes coordinating and responding to PTC instructions on behalf...

  • Investment Operations Associate

    hace 3 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate to join the Onboarding Team in Mexico City, as a member of the Manager Onboarding sub-function. This team supports the Global WTW Delegated Investment Solutions (DIS) business (also referred to...

  • Investment Operations Associate

    hace 4 semanas

    Miguel Hidalgo, México WTW A tiempo completo

    This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate to join the Onboarding Team in Mexico City, as a member of the Manager Onboarding sub-function. This team supports the Global WTW Delegated Investment Solutions (DIS) business (also referred to...

  • Sales Operations Analyst

    hace 1 semana

    Miguel Hidalgo, México Trust People A tiempo completo

    Description Award-winning and cloud-based customer service software Global Company trusted by +200k companies is looking for: **Sales Operations Analyst** Operations team is looking for a driven Sales Operations Analyst to help manage and operationalize the sales compensation strategy and headcount & productivity reporting for our Sales...