17 feb
WTW
Xico
**The Company**
**The area**
We are currently looking for an Investment Operations Analyst for our Delegated Investment Solutions Operations team in the Mexico City Office.
This role will report to the Head of the Trade Management as part of WTW Delegated Investment Solution (DIS) business.
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 team will allow you to learn about many aspects of the Investment industry whilst building your knowledge of the third-party service providers that we work with.
**The Role**
The focus of the role is to perform investment operations functions for predominantly pension fund clients while working closely with operations colleagues, custodians, and investment managers to ensure the investment operation functions are completed accurately and on a timely basis.
This role requires a team-player who is numbers and detail oriented with good knowledge of investment management or custodian back-office operations.
The Investment Operations world is wide ranging and includes some exciting challenges.
**Responsibilities**:
- Daily update and cash flow forecasting.
- Maintaining appropriate cash levels for payments.
- Dealing with custodians/investment managers/administrators.
- Invoice reconciliation & payment instruction.
- Monitoring and compliance support.
- Procedures and controls (risk management).
- Ability to operate efficiently and accurately with tight timelines.
- Produce monthly and quarterly performance reports for delivery to clients for the investment clients.
- Evaluate and analyse investment performance and portfolio characteristics for the ICL proprietary family of funds.
**The Requirements**
- Minimum two years' professional experience, ideally gained in a client-service oriented environment (investment management/custodian back-office operations).
- Undergraduate degree or diploma in Business, financial or investment related fields
- Interest in financial investing and the investment field.
- Ability to multi-task and prioritize workflow is key.
- Proficient in using Microsoft Excel and Power Point to create and produce dynamics reports and spreadsheets with accuracy and clarity.
- Enjoy working with numbers and compiling data, using your mathematical and analytical skills to maximize your efforts and thorough work ethic.
- Ability to meet deadlines, manage workload effectively, and demonstrate effective time management skills and ability to self-motivate.
- Bilingual English required, French is considered an asset.
**The Requirements**
- Minimum two years' professional experience, ideally gained in a client-service oriented environment (investment management/custodian back-office operations).
- Undergraduate degree or diploma in Business, financial or investment related fields
- Interest in financial investing and the investment field.
- Ability to multi-task and prioritize workflow is key.
- Proficient in using Microsoft Excel and Power Point to create and produce dynamics reports and spreadsheets with accuracy and clarity.
- Enjoy working with numbers and compiling data, using your mathematical and analytical skills to maximize your efforts and thorough work ethic.
- Ability to meet deadlines, manage workload effectively, and demonstrate effective time management skills and ability to self-motivate.
- Bilingual English required, French is considered an asset.
Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.