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.
- Effectively communicate with fund managers, custodians, and other external parties involved to ensure all agree on a trade timeline.
- 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**
- One to three years of relevant experience in legal, compliance, or AML/KYC in an investment operations environment
- Undergraduate degree, preferably in Administration, Business, Business Law, or related
- Project management skills, attention to detail and the ability to meet deadlines
- Advanced oral and written communication skills in English is a must
- Team-player with the ability to fit seamlessly into the wider practice
- Microsoft office advanced (Excel, Word, PowerPoint, mainly)
- Ability to be a self-starter and work independently, but also cooperatively in a team environment
- Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice

**Equal Opportunity Employer

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