Financial Operations Analyst

hace 3 semanas


Xico, México Wtw A tiempo completo

OverviewWe are seeking an experienced and detail-oriented Financial Operations Analyst to join our Investments Operations team.This role is ideal for a data-driven professional with a strong background in financial services who is ready to take ownership of critical data processes and contribute to strategic initiatives.ResponsibilitiesManage and maintain complex datasets across multiple platforms, including client onboarding, financial instruments, valuations, bank accounts, and portfolio structures, in line with governance standards.Enhance and document data management processes to ensure accuracy, consistency, and alignment with business needs.Collaborate with cross-functional teams to support data integrity, operational efficiency, and project delivery.Respond to data extraction and reporting requests from internal stakeholders, ensuring high-quality and timely outputs.Perform regular data quality checks and liaise with relevant SMEs to resolve discrepancies.Build expertise in internal systems and tools, becoming a trusted resource for data-related matters.Qualifications2–5 years of experience in data operations, investment operations, or a related role within financial services.Advanced ExcelProven ability to resolve exceptions and complex datasets, and resolve data quality issues.Proven technical understanding of asset classes, security types, pricing, bank account, corporate action events, dividend processing etc. is mandatory.Undergraduate in Actuarial, Finance, Economics, Administration, or related.#J-*****-Ljbffr



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