Analyst, Funds Oversight - Mexico City Metropolitan Area

Job summary

We are hiring multiple Analysts to join our Latin America Business Operations team in Mexico City. These roles will support two complementary teams—Client Services and Local Product Services. This hybrid posting reflects a unified search process for candidates interested in either function, both of which are critical to delivering operational excellence, product oversight, and client satisfaction across the region.

Responsibilities

• The role serves as the primary client contact for managing the daily operational lifecycle of portfolios, ensuring timely responses to inquiries, resolving incidents related to payments, dealings, and other transactions, and maintaining strong client relationships through proactive engagement.
• Responsibilities include coordinating contractual negotiations, overseeing external service providers, facilitating compliance processes such as KYC and AML, and monitoring performance through KPIs.
• Expectations over time will include opportunities to drive scale creation through process improvement, aligning regional practices with global standards, and collaborating with internal and external partners to deliver a best-in-class client experience.

Qualifications

• A bachelor's degree in finance, economics, accounting, business administration, computer science, or a related field is required, along with at least one year of experience in financial services, preferably in asset management, trade operations, or client service.
• Candidates should have a solid understanding of capital markets, local regulatory frameworks, as well as proficiency in English and Spanish.
• Technical skills in Microsoft Office and data visualization tools are essential, while familiarity with Python, VBA, and Aladdin is an advantage.
• The ideal candidate demonstrates strong communication and interpersonal skills, attention to detail, and the ability to perform effectively under pressure in a fast-paced environment.

Descripción del trabajo