Financial Operations Analyst / Analista de Operaciones Financieras

WTW; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A global financial services company in Mexico City is seeking an experienced Financial Operations Analyst. The successful candidate will manage complex datasets and ensure data integrity while collaborating with cross-functional teams. A degree in Finance, Economics, or related fields and proficiency in Excel are required. This role involves leading data quality checks and responding to stakeholder requests efficiently.

Formación

• 2–5 years of experience in data operations or investment operations in financial services.
• Proven ability to manage complex datasets and resolve data quality issues.
• Familiarity with IBOR platforms is a plus.

Responsabilidades

• Manage and maintain datasets across multiple platforms according to governance standards.
• Lead exception reporting and resolution tracking.
• Collaborate with teams to ensure data integrity and operational efficiency.

Conocimientos

Advanced Excel

Analytical skills

Problem-solving skills

Attention to detail

Communication skills

Stakeholder engagement

Educación

Undergraduate in Actuarial, Finances, Economics, Administration or related

Herramientas

Simcorp Dimension

Aladdin

Bloomberg AIM

Descripción del empleo

We are seeking an experienced and detail-oriented Financial Operations Analyst to join our Investments Operations team. This role is ideal for a data-driven professional with a strong background in financial services who is ready to take ownership of critical data processes and contribute to strategic initiatives.

The Role

• Manage and maintain complex datasets across multiple platforms, including client onboarding, financial instruments, valuations, bank accounts, and portfolio structures, in line with governance standards.
• Lead exception reporting and resolution tracking, ensuring timely closure of critical issues in accordance with service level agreements (SLAs).
• Enhance and document data management processes to ensure accuracy, consistency, and alignment with business needs.
• Collaborate with cross-functional teams to support data integrity, operational efficiency, and project delivery.
• Respond to data extraction and reporting requests from internal stakeholders, ensuring high-quality and timely outputs.
• Perform regular data quality checks and liaise with relevant SMEs to resolve discrepancies.
• Build expertise in internal systems and tools, becoming a trusted resource for data-related matters.

The Requirements

• 2–5 years of experience in data operations, investment operations, or a related role within financial services.
• Advanced Excel.
• Strong analytical and problem-solving skills with a high attention to detail.
• Proven ability to resolve exceptions, complex datasets and resolve data quality issues.
• Excellent communication and stakeholder engagement skills.
• Proven technical understanding of asset classes, security types, pricing, bank account, corporate action events, dividend processing etc is mandatory.
• Familiar with IBOR platforms such as Simcorp Dimension, Aladdin or Bloomberg AIM etc. is a plus.
• Undergraduate in Actuarial, Finances, Economics, Administrative or related.

Equal Opportunity Employer