Banamex Investor Relations Svp
hace 2 semanas
The Investor Relations Group Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short
- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.
**Responsibilities**:
- Assume key role for some of the largest & most significant relationships
- Provide direction and focus on large clients with a custody, cash and funds wallet.
- Assume primary responsibility for retention of name with support as appropriate.
- Proactively manage and negotiate the Service Level Agreement and alert Operations, Product and Senior management on trends/issues
- Manage the service review process and ensure service improvement plans are in place to address any shortfalls in service.
- Protect revenue by ensuring we meet clients' service requirements and communicate as the voice of the client internally to Operations, Technology, Product Management and Client Delivery.
- Deliver a high-quality, tailored, service experience across the client org to enhance satisfaction
- Be consistent, cohesive, and seamless across multiple Citi products/regions
- Be a central point of contact - track, manage, and coordinate all key issues for the client and Citi seniors
- Conduct regular service reviews and proactively utilize client management tools to resolve client issues, identify trends and develop action plans that confirm commitment and optimize service levels.
- Contribute information to monthly financial reviews and other such management processes
- Understand product functionality, and acquire expertise on the delivery platform
- Proactively recommend process enhancements, and follow through on product, technological and operational improvement opportunities. Drive innovation to build environment of continuous improvement that benefits long-term business direction.
- Drive client events, roundtables and other client-visible communication initiatives
- Build a network of Citi contacts in the local markets and regional service centres and understand product functionality so to provide expertise on the delivery platform.
- Integrate with the other functional partners to deliver the product to clients within standards
- Advise/lead/assist on various projects & initiatives within the Client Executive team
- Provide input into target market account plans and drive financial results accordingly
- Manage client relationships on a day-to-day basis against defined performance standards internally and against clients where appropriate
- Act as escalation point for operational or service issues and track, manage, and coordinate all key issues for the client and Citi seniors
- Provide input as required into all internal communication vehicles.
- Maintain industry knowledge, and inform clients of ongoing market initiatives
**Qualifications**:
- 10+ years of relevant experience
- Comprehensive knowledge of product range.
- Knowledge of internal Citi systems
- Knowledge of Securities and cash operations, product and Risk Management as required.
- Mastery of Securities product knowledge - will vary from product to product
**Education**:
- Bachelors degree, potentially Masters degree
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
**_
Mandatory Requirements:_**
- ** Experience** + 10 years for sr. management analyst roles; Investment banking, Corporate finance, Private equity/venture capital, FP&A (Financial Planning & Analysis), Strategy consulting.
- ** Educational Background**: Bachelor’s degree in **Finance**, **Accounting**, **Economics**, or **Engineering**. **MBA** or **CFA** certification is a plus
- ** Languagues**:Advanced English**:
- ** Financial and Accounting Knowledge**:Strong grasp of financial statements (income statement, balance sheet, cash flow) for banks and financial institutions.**,**Understanding of accounting principles (IFRS & MxGaap for banks). Ability to analyze financial ratios, trends, and performance indicators, for banks and financial instituti
-
Investor Relations
hace 3 semanas
Ciudad de México Mahway A tiempo completo**Schedule & Location**:Must be based in LATAM, remote.Able to work during business hours in the Pacific, Mountain, or Central time zone**Compensation**:$4,000-$5,000 a monthAs the Investor Relations, you will play a pivotal role in investor communications, driving engagement, and ensuring seamless operations across our investor pipeline. You will lead...
-
Investor Relations Director
hace 3 semanas
Ciudad de México MStar A tiempo completoInvestor Relations Manager About the Company We are a fast-growing auto-fintech platform operating in Latin America, working closely with global investors, financial institutions, and strategic partners. The company operates in a highly cross-border environment and requires clear, accurate, and professional communication with internal and external...
-
Investor Relations Manager
hace 3 semanas
Ciudad de México MStar A tiempo completoInvestor Relations Manager About the Company We are a fast-growing auto-fintech platform operating in Latin America, working closely with global investors, financial institutions, and strategic partners. The company operates in a highly cross-border environment and requires clear, accurate, and professional communication with internal and external...
-
Investor Relations Manager
hace 3 semanas
Ciudad de México MStar A tiempo completoInvestor Relations Manager About the Company We are a fast-growing auto-fintech platform operating in Latin America, working closely with global investors, financial institutions, and strategic partners. The company operates in a highly cross-border environment and requires clear, accurate, and professional communication with internal and external...
-
Capital Markets
hace 3 semanas
Ciudad de México O'Donnell Mexico A tiempo completoO’Donnell is a leading real estate investment firm focused on in-fill, last-mile, and logistics industrial properties across Mexico. Support fundraising and investor relationship management. Build investor profiles and prepare briefing notes. Coordinate onboarding, diligence, and servicing requests. Maintain CRM data, track KPIs, and generate...
-
Investor Relations Manager
hace 2 semanas
Ciudad Juárez, México MStar A tiempo completoInvestor Relations Manager About the Company We are a fast-growing auto-fintech platform operating in Latin America, working closely with global investors, financial institutions, and strategic partners. The company operates in a highly cross-border environment and requires clear, accurate, and professional communication with internal and external...
-
Capital Markets
hace 3 semanas
Ciudad de México O'Donnell Mexico A tiempo completoO'Donnell is a leading real estate investment firm focused on in-fill, last-mile, and logistics industrial properties across Mexico. Since 1994, we've developed 1.4 million m2 in 9 regions, investing over $1 billion USD with partners AIG, Prudential, and through our listed fund ODOCK18. Our mission: enhance client competitiveness and create positive...
-
Capital Markets
hace 3 semanas
Ciudad de México O'Donnell Mexico A tiempo completoO’Donnell is a leading real estate investment firm focused on in-fill, last-mile, and logistics industrial properties across Mexico. Since 1994, we’ve developed 1.4 million m² in 9 regions, investing over $1 billion USD with partners AIG, Prudential, and through our listed fund ODOCK18. Our mission: enhance client competitiveness and create positive...
-
Ciudad de México World Business Lenders, LLC A tiempo completoWorld 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 United States that lack access to traditional funding. WBL services its loan portfolio and loan portfolios for third parties, specializing in the management of...
-
Investor Relations Associate | Real Estate Private Equity
hace 3 semanas
Huixquilucan de Degollado, México BiTalent HR Consulting A tiempo completoA financial services firm based in Mexico City is seeking an Investor Relations Associate to manage communications and support investor initiatives. The successful candidate will draft reports, maintain investor records, and coordinate inquiries. A Bachelor's degree in a relevant field and 1–5 years of experience in investor relations or finance are...