Miguel Hidalgo, Distrito Federal, MX
5 days ago
Investment Operations Analyst (Internal Control)

The main role of the Analyst is to support the Internal Control Team, based in the UK, US and Mexico, by carrying out day-to-day activities undertaken by the team and ensuring administrative duties are carried out effectively.

The role is located in Mexico City. We currently adhere to a “Hybrid” work schedule where our colleagues are required to work in office 3 days per week. The vast majority of our colleagues work in this hybrid style, with a mix of remote and in-office interactions dependent on the needs of the team and role. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

 

The Role

 

 

Ensure that all client audit requests are recorded, and a status update is accurately maintained. Ensure that all client audit requests 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 client audits, 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 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.

The Requirements

 

Undergraduate (Bachelor’s) degree, preferably on Actuarial science, Business, Administration, Economics, Finance, or equivalent.Project management skills and the ability to meet strict deadlinesSomeone who excels on Attention to DetailAdvanced oral and written communication skills in business English is a MUSTAbility to be a self-starter and work independently, but also cooperatively in a team environment with good organizational, planning and interpersonal skillsTeam-player with the ability to fit seamlessly into the wider practice 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 relationshipsSome verifiable experience in a financial operations environment Understanding of financial and investment terminologyDemonstrated problem solving skillsGood financial math and calculation skillsSound knowledge of Microsoft Office (Excel, Word, PowerPoint, mainly)Effective digital document organizational skills

 

Equal Opportunity Employer

 

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