**Description**:WTW is hiring an Analyst to join the Canadian Trade Management team, supporting our Delegated Investment Solutions (OCIO) business.Based in the Mexico City office, you'll bring strong attention to detail, a proactive approach to problem-solving, and a solid understanding of the importance of investment operations to help ensure accurate and timely trade execution.In return, you'll gain exposure to a integral investment operations environment, collaborate with experienced professionals, and build a strong foundation for long-term career growth in finance.
**Please note**: As this role supports our Canadian team and involves frequent communication with colleagues and stakeholders across North America, a high level of proficiency in spoken and written English is required.This is a hybrid position with two in-office days, following Eastern Standard Time.
**The Role**- Execute a variety of investment operations tasks with a high degree of accuracy and attention to detail.
- Support trade lifecycle processes including accurately creating orders for Pooled funds, manager confirmation, and trade management organization trade capture- Monitor and resolve trade discrepancies and breaks in a timely manner, escalating issues and problem solving as needed.
- Support daily Cash Management oversight- Support Senior team members with Portfolio transitions; manage project tasks and dates, chase status updates to ensure timely trade planning and execution.Complete account opening documents and manage resulting manager communications.




- Collaborate with internal teams such as Portfolio Management and Onboarding- Contribute to the development and implementation of process improvements and automation initiatives.
- Participate in testing and validation of system enhancements or new tools.
- Maintain and update procedural documentation to reflect current processes.
- Build and maintain strong working relationships across the Global Operations group and other internal stakeholders.
- Adapt to new challenges and evolving business needs, seeking clarification from management when necessary.
**Qualifications**:- 1-2 years of relevant experience in investment operations, trade support, or a similar role.
- Strong understanding and interest in financial instruments- Familiarity with trade lifecycle, have a calm but proactive approach to urgent situations- A proven keen attention to detail is essential- Strong organizational skills and ability to manage multiple priorities, confidence to communicate challenges- Strong proficiency with Microsoft products.Excel proficiency is essential.
- Strong proficiency in English communication, both written and verbal, is essential to effectively collaborate with the Canadian team and global stakeholders.
- Experience with investment systems (e.g., SimCorp or similar OMS) is an asset.
- Demonstrated ability to work collaboratively within a team and across departments.
- Proactive mindset with a willingness to learn the foundational tasks before taking on increasing responsibilities.
- Bachelor's degree or equivalentEqual Opportunity Employer

📌 Trade Management Analyst# (Xico)
🏢 WTW
📍 Xico