Investment Operations- Analyst
hace 6 días
**The Role**
- Incorporate key details in the preparation of agreements, and related documentation pertaining to investing the assets of retirement plans with investment managers.
- Review client documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process.
- Effectively communicate with fund managers, custodians, and other external parties involved to ensure all agree on a trade timeline.
- 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.
- Effectively interact with internal teams to keep them informed on progress and ensure they carry out any required actions.
**The Requirements**
- One to three years of relevant experience in legal, compliance, or AML/KYC in an investment operations environment
- Undergraduate degree, preferably in Administration, Business, Business Law, or related
- Project management skills, attention to detail and the ability to meet deadlines
- Advanced oral and written communication skills in English is a must
- Team-player with the ability to fit seamlessly into the wider practice
- Microsoft office advanced (Excel, Word, PowerPoint, mainly)
- Ability to be a self-starter and work independently, but also cooperatively in a team environment
- Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice
**Equal Opportunity Employer
-
Junior Analyst
hace 1 semana
Miguel Hidalgo, México AFORE COOPEL, S.A. A tiempo completoAbout Afore CoppelAfore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...
-
Investment Solutions Analyst
hace 2 días
Miguel Hidalgo, México WTW A tiempo completoAs an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...
-
Investment Solutions Analyst
hace 1 día
Miguel Hidalgo, México WTW A tiempo completoAs an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...
-
Junior Analyst
hace 1 semana
Miguel Hidalgo, México AFORE COOPEL, S.A. A tiempo completoAbout Afore Coppel Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...
-
Junior Analyst
hace 1 semana
Miguel Hidalgo, México AFORE COOPEL, S.A. A tiempo completoAbout Afore Coppel Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...
-
Investment Solutions Analyst
hace 20 horas
Miguel Hidalgo, México WTW A tiempo completoAs an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...
-
Investment Solutions Analyst
hace 22 horas
Miguel Hidalgo, Ciudad de México WTW A tiempo completoAs an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...
-
Investment Solutions Analyst#
hace 22 horas
Miguel Hidalgo, Ciudad de México WTW A tiempo completoDescriptionAs an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business...
-
Junior analyst
hace 6 días
Miguel Hidalgo y Costilla, México AFORE COOPEL, S.A. A tiempo completoAbout Afore CoppelAfore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the...
-
Investment solutions analyst
hace 1 día
Miguel Hidalgo y Costilla, México WTW A tiempo completoAs an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development...
