Senior Investment Portfolio Specialist
hace 1 mes
We are currently seeking an experienced Analyst 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 as OCIO or Outsourced Chief Investment Officer services, with a focus on institutional clients in North America and EMEA and is part of a wider Global Investment Operations group.
This role's key responsibilities include completing necessary tasks to onboard new managers and underlying funds to our trading platform while supporting the account opening process for these funds to be included in our target portfolios for existing clients.
**Company Overview:** We are a global insurance and reinsurance broker offering consulting expertise in actuarial data analytics and investment operations. Our clients come from diverse sectors including asset management, private wealth and corporate markets.
**Salary:** $80,000 - $110,000 per annum, depending on experience and qualifications.
**Job Description:
- Onboard new managers and underlying funds to our trading platform
- Support the account opening process for these funds
**Required Skills and Qualifications:
- Bachelor's degree in finance, accounting, business administration or a related field
- 3+ years of experience in investment operations or a related field
**Benefits:** Comprehensive benefits package including health insurance, retirement plan and paid time off
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