Investment Operations Associate

hace 4 días

Ciudad de México, Ciudad de México Willis Towers Watson 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 Post-Trade Compliance Team in Mexico City, as part of the wider Global Investment Operations.

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

  • 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 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 that 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.
Qualifications

The Requirements

  • A minimum of 3 years of successful investment industry experience.
  • Exceptional organizational skills with the ability to monitor and manage multiple tasks often within short timeframes. Project management experience is an asset.
  • A keen eye and attention to detail.
  • Some experience in a financial operations environment.
  • Undergraduate (Bachelor's) degree, preferably in 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.

The role is in Mexico City. We offer a flexible work environment and currently have at least two anchor days per week where the team is expected to work from the office.

Equal Opportunity Employer

The Application Process

  • Stage 1: Online application and recruiter review.
  • Stage 2: Virtual Interview.
  • Stage 3: Live video interview with dotted line/functional manager abroad (could extend to additional interviews).
  • Stage 4: In-person exam/assessment.
  • Stage 5: Offer and onboarding.

#J-18808-Ljbffr

  • Investment Operations Associate

    hace 1 semana

    Ciudad de México, Ciudad de México WTW A tiempo completo

    This position will be responsible for coordinating the review and execution of investment documentation for the implementation of investment managers for our institutional pension client portfolios in the US and Canada. Hiring investment managers involves the responsibility of reviewing and executing several formal agreements. The Investment Operations...

  • Investment Operations Associate

    hace 7 días

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

    This position will be responsible for coordinating the review and execution of investment documentation for the implementation of investment managers for our institutional pension client portfolios in the US and Canada. Hiring investment managers involves the responsibility of reviewing and executing several formal agreements. The Investment Operations...

  • Investment Research Associate

    hace 3 días

    Ciudad de México, Ciudad de México Tbwa ChiatDay Inc A tiempo completo

    About the RoleAs an Investment Research Associate at General Atlantic, you will play a critical role in supporting the investment process, including identifying potential investment opportunities, conducting research and analysis, and developing recommendations for the investment team. You will also have the opportunity to work closely with senior investment...

  • Investment Governance Associate

    hace 23 horas

    Ciudad de México, Ciudad de México ENGINEERINGUK A tiempo completo

    Job DescriptionWe are seeking a highly organized and detail-oriented professional to join our team as an Investment Governance Associate. The successful candidate will be responsible for supporting global platform reporting, administration of risk reviews, and investment oversight committees through collaborating with internal stakeholders to schedule...

  • Investment Associate

    hace 4 días

    Ciudad de México, Ciudad de México PER, Private Equity Recruitment A tiempo completo

    About our ClientWe are working with a premier service provider of an exclusive fund management company focused on energy infrastructure assets throughout North America, Europe, and Asia. Our client is seeking a Senior Associate, who can play an active role in all aspects of the investment transactions, from origination through to execution and asset...

  • Investment Manager Onboarding Coordinator

    hace 7 días

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

    **Job Summary:**We are seeking a highly skilled Investment Operations Associate to join our team at Willis Towers Watson. As a key member of the Manager Onboarding Team, you will be responsible for coordinating the review and execution of investment documentation for the implementation of investment managers for our institutional pension client portfolios in...

  • Investment Banking Analyst/Associate

    hace 4 días

    Ciudad de México, Ciudad de México PER, Private Equity Recruitment A tiempo completo

    Investment Banking Job OpportunityWe are currently working with a premier investment banking group in Mexico City. This position involves performing various tasks including financial analysis, deal origination, and risk assessment.ResponsibilitiesIdentify new business opportunities and potential clients through in-depth financial and industry analysisWork...

  • Investment Banking Analyst/Associate

    hace 3 días

    Ciudad de México, Ciudad de México PER, Private Equity Recruitment A tiempo completo

    About Our ClientWe are currently working with a leading investment banking group in Mexico. This prestigious organization focuses primarily on M&A transactions and restructurings, offering an exciting opportunity to join a seasoned team of professionals as an Analyst or Associate.**Job Responsibilities**The position involves performing in-depth financial,...

  • Portfolio Implementation Associate

    hace 7 días

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

    **Role Overview:**This Investment Operations Associate role plays a vital part in the implementation of investment managers for our institutional pension client portfolios in the US and Canada. You will coordinate the review and execution of investment documentation to ensure efficient onboarding processes.**Key Accountabilities:**Coordinate with the...

  • Investment Operations Specialist

    hace 4 días

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

    Company Overview">We are a global consulting leader, guiding our clients toward untold possibilities. Our mission is to shape the world by solving complex problems and making a positive impact on people's lives.">About the Role">This is an exciting opportunity for an experienced professional to join our Post-Trade Compliance Team in Mexico City. As part of...

  • Transaction Operations Professional

    hace 7 días

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

    **About the Role:**We are looking for a skilled Investment Operations Associate to join our team at Willis Towers Watson. As a key member of the Manager Onboarding Team, you will be responsible for coordinating the review and execution of investment documentation for the implementation of investment managers for our institutional pension client portfolios in...

  • Strategic Investment Advisor

    hace 2 días

    Ciudad de México, Ciudad de México Newstoryhomes A tiempo completo

    About the RoleWe are seeking a skilled Investment Associate to join our team at New Story. As an Investment Associate, you will play a key role in evaluating potential investments, supporting deal execution, and monitoring our portfolio.The ideal candidate will have a strong background in investment banking, corporate finance, or a related field, with a...

  • Sales Operations Associate

    hace 1 día

    Ciudad de México, Ciudad de México HeadQuarters A tiempo completo

    Job OverviewWe are seeking a highly skilled Junior Sales Operations Associate to join our team at HeadQuarters. As a sales operations specialist, you will play a crucial role in supporting our sales teams by handling various data-related tasks and ensuring the smooth functioning of sales processes.

  • Senior Investment Associate

    hace 4 días

    Ciudad de México, Ciudad de México New Story A tiempo completo

    Our MissionWe're on a mission to end global homelessness by empowering families to become land and homeowners in thriving communities. Join our team and contribute to a movement that's making a real difference.Job SummaryWe're seeking an experienced Investment Professional to join our team. As a key member of our investment team, you'll be responsible for...

  • Global Investment Operations Expert

    hace 4 días

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

    About the Team">We are a team of experts dedicated to providing exceptional services to our clients. Our mission is to deliver outstanding results through innovative solutions and expert guidance.">Job Description">This is an exciting opportunity for an experienced professional to join our Post-Trade Compliance Team in Mexico City. As part of our Global...

  • Senior Associate-Fund Accounting and Operations Finance

    hace 1 semana

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

    Senior Associate-Fund Accounting and Operations FinanceJob ID: 202501564Full timeClosing on: Mar 6 2026DescriptionThe RoleOur U.S. business has an important specialized role in our Global Investment Operations team with focus on Third Party Oversight functions, collaborating closely with colleagues globally to maintain a consistent approach and ensure...

  • Investment Accounting Professional

    hace 3 días

    Ciudad de México, Ciudad de México Michael Page International México Reclutamiento Especializado S.A. de C.V A tiempo completo

    We are seeking a highly skilled Investment Accounting Professional to join our team in Mexico. As a key member of our private credit team, you will be responsible for managing accounting records, reconciliations, and financial operations.About Our ClientOur client is a leading financial services firm specializing in private credit and investment management....

  • Investment Research Specialist

    hace 18 horas

    Ciudad de México, Ciudad de México InVitro Capital A tiempo completo

    About the RoleThis is an exciting opportunity to work with a cutting-edge AI and B2B technology firm. As an Investment Analyst, you will play a vital role in supporting the company's strategic initiatives and driving growth through data-driven insights.Responsibilities:Building financial models to analyze company performance and investment...

  • Investment Funds Specialist

    hace 5 días

    Ciudad de México, Ciudad de México PSC Industries A tiempo completo

    Investment Funds Specialist Ciudad de México, Ciudad de México Waystone A tiempo completoThis is an exciting opportunity for a motivated and talented Investment Funds Specialist to join our Luxembourg office. As a key member of our team, you will play a pivotal role in providing specialist legal advice and support to our growing business.Key...

  • Financial Operations Specialist

    hace 7 días

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

    **Company Overview:**Willis Towers Watson is a leading global advisory, broking, and solutions company that helps clients around the world turn uncertainty into opportunity.**Job Description:The Investment Operations Associate will play a critical role in the implementation of investment managers for our institutional pension client portfolios in the US and...