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.
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.
Mentor and develop junior team members: Contribute to team structure and capacity planning: Your skills and experience that will help you excel
5+ years of experience in investment operations, data management, performance analytics, or a related financial services function.
~ Demonstrated ability to work with complex investment data (e.g., multi-asset holdings, private assets, performance attribution) across formats and systems.
~ Progress toward or completion of CFA, CAIA, or CIPM is a strong differentiator.
~ able to identify logic errors in data pipelines and performance calculations independently.
~ Client-service orientation with a track record of meeting tight reporting deadlines across multiple workstreams.
~ Advanced proficiency in Microsoft Excel including complex formulas, dynamic arrays, and data modeling — and at l

📌 TPM Managed Services (Monterrey)
🏢 MSCI
📍 Monterrey