Your Team Responsibilities
This is an execution-focused operations role embedded in a client-facing managed services environment. You will own the end-to-end processing, validation, and delivery of investment data for a portfolio of institutional clients, working closely with internal technology, analytics, and client coverage teams. The role is structured with a clear path to team leadership — as the function scales, high performers will take on direct management responsibility, mentor junior analysts, and shape how the team operates.

The role suits someone who combines deep investment operations knowledge with strong technical capability, a systematic approach to problem-solving, and the ambition to grow into a people and operations manager.

Your Key Responsibilities
- Own client data operations end-to-end: Receive, review, and standardize raw investment data across multiple formats; identify and resolve data quality issues before they impact downstream processing or client deliverables.
- Execute investment performance workflows:



Process and validate performance calculations against client-specific methodologies, ensuring accuracy and timeliness of deliverables in line with agreed SLAs.
- Build and document scalable data processes: Design structured, repeatable workflows for data management and entry that can be adopted across the team — with clear logic, exception-handling, and step-by-step documentation.
- Architect AI-enabled operational solutions: Go beyond using AI tools — identify where intelligent automation can eliminate manual work, reduce error rates, or improve throughput; design and implement those solutions in collaboration with the technology team.
- Drive process improvement with evidence: Diagnose root causes of recurring issues, propose changes with defined success criteria, and track outcomes.
- Participate in client-facing activities: Contribute to client calls and status reviews with well-prepared, accurate operational updates; translate cli

📌 TPM Managed Services (Monterrey)
🏢 MSCI
📍 Monterrey