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Financial Operations Analyst#

hace 2 semanas

Ciudad de México, Ciudad de México WTW A tiempo completo

Description
We are seeking an experienced and detail-oriented Financial Operations Analyst to join our Investments Operations team. This role is ideal for a data-driven professional with a strong background in financial services who is ready to take ownership of critical data processes and contribute to strategic initiatives.

Key Responsibilities

  • Manage and maintain complex datasets across multiple platforms, including client onboarding, financial instruments, valuations, bank accounts, and portfolio structures, in line with governance standards.
  • Lead exception reporting and resolution tracking, ensuring timely closure of critical issues in accordance with service level agreements (SLAs).
  • Enhance and document data management processes to ensure accuracy, consistency, and alignment with business needs.
  • Collaborate with cross-functional teams to support data integrity, operational efficiency, and project delivery.
  • Respond to data extraction and reporting requests from internal stakeholders, ensuring high-quality and timely outputs.
  • Perform regular data quality checks and liaise with relevant SMEs to resolve discrepancies.
  • Build expertise in internal systems and tools, becoming a trusted resource for data-related matters.

Qualifications

  • 2–5 years of experience in data operations, investment operations, or a related role within financial services.
  • Advanced Excel.
  • Strong analytical and problem-solving skills with a high attention to detail.
  • Proven ability to resolve exceptions, complex datasets and resolve data quality issues.
  • Excellent communication and stakeholder engagement skills is mandatory.
  • Proven technical understanding of asset classes, security types, pricing, bank account, corporate action events, dividend processing etc is mandatory.
  • Familiar with IBOR platforms such as Simcorp Dimension, Aladdin or Bloomberg AIM etc. is a plus.
  • Undergraduate in Actuarial, Finances, Economics, Administrative or related.