Global Investment Performance Standards - Querétaro - Deloitte

Descripción

Global Investment Performance Standards (GIPS) Reporting – Consultant – Americas Delivery Mexico (ADMX)

Are you an experienced, passionate pioneer in technology? A Global Investment Performance Standards Reporting Consultant who wants to work in a collaborative environment? As an experienced Global Investment Performance Standards (GIPS) Reporting Consultant you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. Americas Delivery Mexico(ADMX) leverages scale and talent to provide high quality, cost-effective service to our clients.

ADMX is a member of the Global Delivery Network which has presence across the world with Delivery centers in the United States, Romania, India, Spain, China, and the Philippines. ADMX is in

Queretaro, Mexico. We provide consulting services to help our clients achieve a higher level of

service in operational efficiency and business value. We are a team of professionals passionate

about serving clients with distinction and learning, and we are driven by our purpose: Making an

impact that matters for our clients, our people, and society.

Work you'll do/Responsibilities

As a Consultant at Deloitte, you will work within an engagement team and be responsible for

supporting the overall project goals and objectives. In this role, you will interact with

stakeholders and cross-functional teams. It is expected that you will be able to perform

independent tasks as well as provide technical guidance to team

members, as needed.

• Manage and execute scheduled activities (daily, weekly, monthly, quarterly, and annual) that

replate to composite reporting for ~800 composites, ensuring adherence to the GIPS standards and client related policies and procedures.

• Fulfill ad hoc requests including new client mandates, due diligence, and RFP responses as

routed through the GIPS shared inbox.

• Understand client guidelines and strategy definitions (both new and updates to) for composite

alignment

• Employ StatPro, Excel automation, and ongoing development of a new Python-based rule engine to increase efficiency and accuracy.

• Conduct reviews and reconciliations of GIPS deliverables, flagging errors and coordinating

root cause analysis for ISO compliance.

• Support and participate in GIPS annual verification cycles, process documentation required for

verification, and technology transformations (StatPro to rule engine transition).

• Liaise with internal data owners and compliance for composite data validation and ensure

outputs satisfy all regulatory and audit standards.

• Document process updates, template adjustments, and training outcomes across

shifts—maintaining up-to-date SOPs/process maps.

• Provide recommendations to policy and procedure updates for alignment with the GIPS standards.

• Recommend process, coverage, or technology enhancements to address risks and resourcing gaps as volume and global coverage demands scale.

The Team

Join our AI & Engineering team in transforming technology platforms, driving innovation, and

helping make a significant impact on our clients' success. You'll work alongside talented

professionals reimagining and re-engineering operations and processes that are critical to

businesses. Your contributions can help clients

improve financial performance, accelerate new digital ventures, and fuel growth through innovation.

AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and

operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud

infrastructure. These solutions are powered by engineering for business advantage, transforming

mission-critical operations. We enable clients to stay ahead with the latest advancements by

transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.

Qualifications Required

• 3-5+ years of consulting and/or industry experience.

• Completion of coursework (Egresado) in any pertinent field or industry.

• Responsible for supporting and independently completing project tasks.

• Advanced English level.

• Experience in GIPS reporting, investment performance analytics, or compliance experience in

asset management.

• Familiarity and understanding of security level details particularly fixed income and equity

securities.

• Familiarity with StatPro or similar performance software required.

• Excellent communication skills and ability to support global operations

• Deep understanding of investment management products types (e.g., mutual funds, exchange traded funds, interval funds, closed end funds).

Preferred:

• CFA, CIPM, or progress toward a GIPS-relevant credential is strongly preferred.

• Advanced Excel, with skills in VBA/macros/automation; Python experience a plus.

• Strong process documentation skills and detail orientation; exposure to ISO processes is

helpful.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer

opportunities to build new skills, take on leadership opportunities and connect and grow through

mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Accommodations

We are committed to providing equal opportunity and reasonable accommodation for people with

disabilities. To request a reasonable accommodation, contact our Talent Relations team at

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP.

Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color,

religion, sex, sexual orientation, gender identity, national origin, age, disability or protected

veteran status, or any other legally protected basis, in accordance with applicable law.