Investment Operations- Analyst - Miguel Hidalgo, México - Willis Towers Watson

Willis Towers Watson
Willis Towers Watson
Empresa verificada
Miguel Hidalgo, México

hace 2 semanas

Rodrigo Fernández

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee
Descripción
Investment Operations

  • Analyst
  • Miguel Hidalgo, MX
June 12, 2023


The Role

  • Incorporate key details in the preparation of agreements, and related documentation pertaining to investing the assets of retirement plans with investment managers.
  • Review client documents (including plan documents, trust agreements, investment policies) as it relates to the AML (antimoney laundering)/KYC (know your customer) process.
  • Effectively communicate with fund managers, custodians, and other external parties involved to ensure all agree on a trade timeline.
  • 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

  • One to three years of relevant experience in legal, compliance, or AML/KYC in an investment operations environment
  • Undergraduate degree, preferably in Administration, Business, Business Law, or related
  • Project management skills, attention to detail and the ability to meet deadlines
  • Advanced oral and written communication skills in English is a must
  • Teamplayer with the ability to fit seamlessly into the wider practice
  • Microsoft office advanced (Excel, Word, PowerPoint, mainly)
  • Ability to be a selfstarter and work independently, but also cooperatively in a team environment
  • Ability to liaise with thirdparty organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice
**Equal Opportunity Employer
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