Investment Operations Associate

hace 4 días

Ciudad de México CDMX WTW A tiempo completo

**Description**:
This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate 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 American and EMEA and is part of a wider Global Investment Operations group of around 220 colleagues.

**The Role**

The role specializes in the onboarding of new investment managers (New Manager Onboarding), in the investment into new and existing investment manager, by our institutional clients, and responding to various manager queries. The role works closely with Trade Management and Client Onboarding in all aspects of the below.

**Qualifications**:
**The Requirements**
- A minimum of 1-3 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.
- Knowledge/experience of investment manager agreements and fund subscription documents.
- Expectation of being able to act proactively and independently.
- Strong oral and written communication skills. English is required. French is an asset.
- Ability to build strong networks internally and to collaborate effectively on cross-functional teams.
- Natural ease and effectiveness when dealing with clients/colleagues at all levels.
- Demonstrated understanding of the Canadian financial regulatory environment is an asset.
- Undergraduate degree with a quantitative emphasis such as majors in Business, Math, Finance, Science, Engineering, or equivalent experience with professional certifications
- A proven interest in finance and investments, demonstrating a curiosity to continue to learn and grow as the industry changes. An understanding of institutional clients is an asset.
- You align with WTW values of Client Focus, Teamwork, Integrity and Excellence. We value inclusivity, respect, and diversity.

Role is located in Mexico City. 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.

**Equal Opportunity Employer

  • Investment Operations Associate

    hace 6 días

    Ciudad de México WTW A tiempo completo

    **Description**:This position will be responsible for coordinating the review and execution of investment documentation for the implementation of investment managers for our institutional pension client portfolios in the US and Canada. Hiring investment managers involves the responsibility of reviewing and executing several formal agreements. The Investment...

  • Investment Operations Associate

    hace 4 días

    Ciudad de México WTW A tiempo completo

    **Description**:This is a great opportunity for an enthusiastic and experienced individual to make an impact in this new role. We are currently looking for an experienced Associate 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...

  • Investment Banking Associate

    hace 7 días

    Ciudad de México, CDMX Citi A tiempo completo

    The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior...

  • Investment Risk Associate

    hace 4 semanas

    Ciudad de México Conant Capital A tiempo completo

    Company Overview: Nova Labs (subsidiary of Conant Capital Holdings) is a private holding company founded to systematically identify high-potential industry themes, uncover market gaps, and launch 1–3 differentiated companies through a structured Entrepreneurship Through Acquisition (ETA) model. Each launched company will be capitalized with dedicated...

  • Investment Associate

    hace 4 semanas

    Ciudad de México Conant Capital A tiempo completo

    Company Overview: Nova Labs (subsidiary of Conant Capital Holdings) is a private holding company founded to systematically identify high-potential industry themes, uncover market gaps, and launch 1–3 differentiated companies through a structured Entrepreneurship Through Acquisition (ETA) model. Each launched company will be capitalized with dedicated pools...

  • Investment Banking Associate

    hace 2 semanas

    Ciudad de México Citi A tiempo completo

    The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves...

  • Investment Banking Associate

    hace 2 semanas

    Ciudad de México Citi A tiempo completo

    The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves...

  • Global Investment Operations Analyst

    hace 2 semanas

    Ciudad de México WTW A tiempo completo

    We are currently looking for an Investment Operations Analyst for our Delegated Investment Solutions Operations team in the Mexico City Office. The team is part of the wider Global Investment Operations group, of 160 colleagues, whose core focus is on supporting and servicing the needs of our Investments business and clients. Working with a large,...

  • Global Investment Operations Analyst

    hace 2 semanas

    Ciudad de México WTW A tiempo completo

    We are currently looking for an Investment Operations Analyst for our Delegated Investment Solutions Operations team in the Mexico City Office.The team is part of the wider Global Investment Operations group, of 160 colleagues, whose core focus is on supporting and servicing the needs of our Investments business and clients. Working with a large, experienced...

  • Investment Associate

    hace 1 semana

    Ciudad de México, Ciudad de México Conant Capital A tiempo completo

    Company Overview:Nova Labs (subsidiary of Conant Capital Holdings) is a private holding company founded to systematically identify high-potential industry themes, uncover market gaps, and launch 1–3 differentiated companies through a structured Entrepreneurship Through Acquisition (ETA) model. Each launched company will be capitalized with dedicated pools...