Investment Operations Associate

hace 2 semanas

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 **Post-Trade Compliance** Team in Mexico City, as part of the wider Global Investment Operations.The main role of the Analyst is to support the Post Trade Compliance process within the Operations Internal Control Team, based in the UK and Mexico, by carrying out day-to-day activities undertaken by the team and ensuring all duties are carried out effectively.**The Role**- 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.- Effectively interact with internal teams to keep them informed on progress and ensure they carry out any required actions.**Qualifications**:**The 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.The role is 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****The Application Process**- Stage 2: Virtual Interview- Stage 3: Live video interview with dotted line/functional manager abroad (could extend to additional interviews)- Stage 4: In person exam/assessment- Stage 5: Offer and onboarding.

  • Investment Operations Associate

    hace 1 semana

    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 1 semana

    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 Operations Associate

    hace 1 semana

    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)...

  • Investment Associate

    hace 2 semanas

    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...

  • Investment Banking Associate

    hace 3 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 3 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 Banking Associate

    hace 2 semanas

    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 Associate Latam

    hace 4 semanas

    Ciudad de México Symbiotics Group A tiempo completo

    Job LocationAbout usSymbiotics is the leading market access platform for impact investing, dedicated to private markets in emerging and frontier economies. The group offers investments, asset management and capacity building services.Symbiotics Investments focuses on loan origination and bond issuance. It currently employs 100 people and is headquartered in...

  • Operations and Investment Associate

    hace 3 semanas

    Ciudad de México Nextshore A tiempo completo

    Location: Remote Salary: 1250-1350 USD per month Overview: Our client is a private investment firm. Most of our investments are in the public entities space. Our mission is to help small cap companies grow and reach their full potential. We are looking for candidates with finance background. REMOTE WORK! The ideal candidate will exhibit high standards,...

  • Investment Associate

    hace 4 semanas

    Ciudad Juárez, 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...