Financial Operations Specialist

hace 1 semana

Xico, México Wtw A tiempo completo

About Wtw

We are a global investment consulting firm with a presence in multiple locations around the world. Our team is dedicated to providing top-notch services to our clients, and we are currently seeking a skilled Financial Operations Specialist to join our Post-Trade Compliance Team in Mexico City.

Job Overview

This is an exciting opportunity for an experienced professional to make a significant impact in our organization. As a Financial Operations Specialist, you will play a critical role in supporting the Post-Trade Compliance process within our Operations Internal Control Team.

Key Responsibilities

  • Ensure that all clients' PTC rules and warnings are functional, and 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 it needs 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 which 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.

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.

Salary and Benefits

The estimated salary for this position is $70,000-$100,000 per year, depending on experience. 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. We also offer competitive benefits, including health insurance, retirement plans, and paid time off.

Application Process

The application process consists of several stages, including virtual interviews, live video interviews, an in-person exam/assessment, and an offer and onboarding stage. We encourage applicants to submit their applications as soon as possible, as we review applications on a rolling basis.

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