The Role

* Successfully manage multiple activities in investment operations for a
variety of clients.
* Respond to requests from internal or external clients for additional
information as assigned
* Clearly and efficiently communicate with custodial banks, investment and fund
managers, record-keepers and other external parties involved, as well as
client servicing and operational teams, to ensure all activities are aligned
* Adhere to our Professional Excellence principles to ensure that work is
completed accurately and to a high standard
* Demonstrate risk-management excellence and adhere to documented procedures
* Provide specialist advice to the various teams in the business
* Support the Operations (Onboarding, Trade Management, Middle Office,
Investment Performance and Processing, and Third-Party Oversight) team,




developing good working relationships and openly communicating on work
matters.
* Consistently interact with other team members and client teams to keep them
informed on progress and ensure they also carry out any required actions

* Build strong relationships internally and collaborate effectively on
cross-functional teams

* Other duties as assigned including project work that may include documenting
processes, creating templates, or maintaining data.
* Demonstrate natural ease and effectiveness when dealing with
clients/colleagues at all levels
* Communicate issues to the team lead and client team in a timely manner with
proactive follow-up as necessary
* Manage work according to deadlines

📌 Investment Onboarding Analyst# (Ciudad de México)
🏢 WTW
📍 Ciudad de México