Senior Investment Portfolio Specialist

hace 4 días


Ciudad de México, Ciudad de México WTW A tiempo completo

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



  • Ciudad de México, Ciudad de México F1605 Franklin Templeton Investment Services (Mexico), S de RL A tiempo completo

    About Franklin TempletonF1605 Franklin Templeton Investment Services (Mexico), S de RL is a leading provider of investment management services, serving high net-worth investors with tailored solutions.


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

    About the RoleWe are partnering with a seasoned private equity real estate firm in Mexico, seeking a Senior Portfolio Manager to oversee fund and debt raising, corporate finance, M&A, and capital markets, as well as investment portfolio management.Key ResponsibilitiesParticipate in capital raising, deal sourcing, and the investment process until...


  • Ciudad de México, Ciudad de México F1605 Franklin Templeton Investment Services (Mexico), S de RL A tiempo completo

    {"Job Description\\We are seeking a highly skilled Portfolio Analyst to join our team at F1605 Franklin Templeton Investment Services (Mexico), S de RL.\\In this role, you will be responsible for assisting with the implementation and management of investment strategies.\\Main Responsibilities\\\\\tEnsure investment management and trading decisions are...


  • Ciudad de México, Ciudad de México MUFG Mexico A tiempo completo

    Empower Your Career with MUFG MexicoMitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups, is seeking a skilled Portfolio Management Senior Specialist to join our team. As a key player in our organization, you will play a vital role in helping us achieve our vision to be the world's most trusted financial group.With a strong...

  • Portfolio Expert

    hace 3 semanas


    Ciudad de México, Ciudad de México F1605 Franklin Templeton Investment Services (Mexico), S de RL A tiempo completo

    At Franklin Templeton Investment Services (Mexico), S de RL, we are committed to delivering better client outcomes by partnering closely with our clients and identifying strategic solutions to meet their needs.Our team of 9,500 employees in 30 countries around the world provide investment solutions for clients in over 155 countries.The Portfolio Analyst will...


  • Ciudad de México, Ciudad de México Pavago A tiempo completo

    About the RolePavago is seeking an experienced Investment Banking Associate with 2-3 years of experience in the real estate investment sector to join our team as an Investment Banking Specialist. The ideal candidate will bring strong analytical skills, a proactive approach to project management, and an entrepreneurial mindset.


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

    About our client We 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 looking for a Senior Associate, who can play an active role in all aspects of the investment transactions, from origination through to execution and asset...


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

    About our clientOur client, a leading energy and infrastructure fund, is seeking a senior investment associate to join its team in Mexico City. This is a unique opportunity to work alongside senior management in sourcing and analyzing investment opportunities in the energy and infrastructure sector in Mexico. The successful candidate will play a key role in...

  • Portfolio Manager

    hace 4 semanas


    Ciudad de México, Ciudad de México F1605 Franklin Templeton Investment Services (Mexico), S de RL A tiempo completo

    At Franklin Templeton, we are dedicated to delivering exceptional client outcomes by partnering closely with our clients to understand their strategic needs and identifying tailored solutions to meet their challenges.Portfolio Analyst – Mexico CityHybrid Schedule3 positions availableOur Separate Account Management (SAM) team provides high net-worth...


  • Ciudad de México, Ciudad de México Bosch A tiempo completo

    Job OverviewAt Bosch, we are seeking an experienced Senior Product Data Specialist to join our team. This role will be responsible for managing and optimizing product data to address portfolio gaps and opportunities in the automotive industry.


  • Ciudad de México, Ciudad de México IFC - International Finance Corporation A tiempo completo

    About the Role:As a Senior Investment Specialist in the Financial Institution Group, you will play a critical role in driving business development and portfolio management across the Latin America and the Caribbean region.Key Responsibilities:Contribute to the development of strategies for business growth and portfolio management, working closely with the...


  • Ciudad de México, Ciudad de México WTW A tiempo completo

    This role specializes in onboarding new investment managers, investing into new and existing managers by our institutional clients, and responding to manager queries. The role works closely with Trade Management and Client Onboarding.About the RoleThe successful candidate will be responsible for managing the onboarding process of new investment managers,...


  • Ciudad de México, Ciudad de México World Business Lenders, LLC A tiempo completo

    About World Business Lenders, LLC.We offer a competitive compensation package with an estimated salary of $80,000 - $120,000 per year, depending on experience.World Business Lenders (WBL) provides general-purpose short-term real estate collateralized commercial loans to a broad customer base comprised of small and medium-sized businesses throughout the...


  • Ciudad de México, Ciudad de México WTW A tiempo completo

    This is an excellent opportunity for an enthusiastic and experienced professional to make a meaningful impact in this new position.As a member of the Onboarding Team in Mexico City, this role supports the Global WTW Delegated Investment Solutions (DIS) business, focusing on institutional clients in North America and EMEA within the Global Investment...

  • Investment Officer

    hace 4 semanas


    Ciudad de México, Ciudad de México IFC Systems Corporation A tiempo completo

    Job Title: Investment Officer - Financial Sector SpecialistJob Summary:IFC Systems Corporation is seeking an experienced Investment Officer to join its Financial Institution Group. The successful candidate will be responsible for contributing to the development of strategies for business growth and overseeing portfolio management in the Latin America and...


  • Ciudad de México, Ciudad de México https:www.energyjobline.comsitemap A tiempo completo

    Renewable Energy Investment AssociateWe are seeking a highly skilled Renewable Energy Investment Associate to join our team at a premier service provider of an exclusive fund management company. The successful candidate will play an active role in all aspects of investment transactions, from origination through to execution and asset management.About the...


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

    About our client We are currently working with a seasoned private equity real estate firm in Mexico with a solid presence in the real estate sector. Our client is seeking a strategic portfolio manager to oversee fund and debt raising, corporate finance, M&A, and capital markets, as well as the investment portfolio management. This position is based in...


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

    About our client We are partnering with a leading energy and infrastructure fund to find a senior investment associate to join its team in Mexico City. You will have the opportunity to work alongside senior management in sourcing and analysing investment opportunities in the energy and infrastructure sector in Mexico. As well, you will play a key role in...


  • Ciudad de México, Ciudad de México WTW A tiempo completo

    This is a fantastic opportunity for an experienced and enthusiastic individual to make a significant impact in this new role. 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, with...


  • Ciudad de México, Ciudad de México Pavago A tiempo completo

    About PavagoPavago is a boutique investment banking firm seeking an experienced Investment Banking Associate with 2-3 years of experience in the real estate investment sector.Key Responsibilities:Financial Modeling: Develop, manage, and refine complex financial models in Excel, focusing on real estate investment fund performance, valuations, and forecasted...