Investment Operations Specialist

hace 10 horas


Ciudad de México, Ciudad de México Willis Towers Watson (WTW) - Insurance Services A tiempo completo

Company Overview


Willis Towers Watson (WTW) - Insurance Services is a leading global advisory, broking and solutions company that enables its clients to build resilience, improve performance and respond successfully to changing markets.



Job Summary


We are seeking an experienced Investment Operations Specialist to join our team in supporting the implementation of defined benefit (pension) and defined contribution (401(k)) retirement plans. The successful candidate will be responsible for managing multiple activities in investment operations, communicating with clients, custodial banks and investment managers, and ensuring all activities are aligned.



The Ideal Candidate


To be considered for this role, you should have at least 3 to 5 years of relevant experience in a consulting, asset management or investment operations environment. You should also possess advanced oral and written proficiency in English, project management skills, attention to detail and the ability to meet deadlines.



Key Responsibilities



  • Successfully manage multiple activities in investment operations for a variety of clients;
  • Respond to requests from internal or external clients for additional information as assigned;
  • Clearly and efficiently communicate with custodial banks, investment and fund managers, record-keepers, and other external parties involved, as well as client servicing and operational teams, to ensure all activities are aligned;
  • Adhere to documented procedures and demonstrate risk-management excellence;
  • Provide specialist advice to the various teams in the business;
  • Support the Operations (Onboarding, Trade Management, Middle Office, Investment Performance and Processing, and Third-Party Oversight) team, developing good working relationships and openly communicating on work matters;
  • Consistently interact with other team members and client teams to keep them informed on progress and ensure they also carry out any required actions;
  • Build strong relationships internally and collaborate effectively on cross-functional teams;
  • Other duties as assigned including project work that may include documenting processes, creating templates, or maintaining data;
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels;
  • Communicate issues to the team lead and client team in a timely manner with proactive follow-up as necessary;
  • Manage work according to deadlines;


Salary


The estimated salary for this role is $80,000 per year, based on industry standards and the level of experience required.



Benefits


We offer a comprehensive benefits package, including medical, dental and vision insurance, a 401(k) plan, and paid time off.



What We Offer


At Willis Towers Watson (WTW) - Insurance Services, we pride ourselves on being a collaborative and supportive work environment. We offer opportunities for professional growth and development, as well as a competitive salary and benefits package.




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