Transfer Agent Oversight – Analyst – Americas Delivery Mexico (ADMX)

Are you an experienced, passionate pioneer in technology? A Transfer Agent Oversight Analyst who wants to work in a collaborative environment? As an experienced Transfer Agent Oversight Analyst you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. Americas Delivery Mexico (ADMX) leverages scale and talent to provide high quality, cost-effective service to our clients.

ADMX is a member of the Integral Delivery Network which has presence across the world with Delivery centers in the United States, Romania, India, Spain, China, and the Philippines. ADMX is in Queretaro, Mexico. We provide consulting services to help our clients achieve a higher level of service in operational efficiency and business value. We are a team of professionals passionate about serving clients with distinction and learning, and we are driven by our purpose: Making an impact that matters for our clients, our people, and society.

Work you’ll do/Responsibilities





As an Analyst you will function as an integrator between business needs and technology solutions, helping to create solutions to meet clients’ business needs. Analysts gain exposure to multiple industries while demonstrating an awareness of the full breadth of services offered by Deloitte Consulting LLP.

• Oversight of multiple third-party transfer agents, enforcing process standards, SLAs, and best practices.
• Oversee inquiry response related to shareholder onboarding and transactions
• Manage resolution of trade inquiries with third-party intermediaries
• Provide timely and accurate reporting of U.S. trade activity and pre-trade notifications to front office teams
• Perform timely review and reconciliation of trade orders between transfer agents and internal accounting records, and cash settlement issues
• Coordinate cross-functional engagement related to fund trading with various internal

📌 Transfer Agent Oversight Analyst (México)
🏢 Deloitte
📍 México