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

The Requirements
- Advanced oral and written proficiency in English is a must
- 3 to 5 years of relevant experience in a consulting, asset management or investment operations environment
- Undergraduate degree, preferably in Business or related, or equivalent work experience
- Project management skills, attention to detail and the ability to meet deadlines
- Team-player with the ability to fit seamlessly into the wider practice
- Keen attention to detail
- Strong s

📌 Investment Operations Analyst – Client Onboarding/Analista de Operaciones de Inversión – Onboarding de Clientes (Ciudad de México)
🏢 WTW
📍 Ciudad de México