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 deadlines
• Someone who excels on Attention to Detail
• Advanced oral and written communication skills in business English is a MUST
• Ability to be a self-starter and work independently, but also cooperatively in a team environment with good organizational, planning and interpersonal skills
• Team-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 relationships
• Some verifiable experience in a financial operations environment 
• Understanding of financial and investment terminology
• Demonstrated problem solving skills
• Good financial math and calculation skills
• Sound knowledge of Microsoft Office (Excel, Word, PowerPoint, mainly)
• Effective digital document organizational skills

Equal Opportunity Employer