Senior Financial Data Manager

Bebeedata; Xico; Presencial; MXN 400,000 - 600,000; Jornada completa

Descripción de la vacante

A financial services company in Veracruz, Mexico is looking for a Financial Operations Specialist to manage complex datasets across various platforms. The candidate should possess 2–5 years of experience in data or investment operations and excel in analytic and problem-solving skills. Responsibilities include maintaining data governance, leading reporting, and ensuring data quality. Familiarity with IBOR platforms is a plus. This is an excellent opportunity for professionals seeking to advance their careers in financial data operations.

Formación

• 2–5 years of experience in data operations, investment operations, or related role within financial services.
• Proven ability to resolve exceptions and data quality issues.

Responsabilidades

• Manage and maintain datasets in line with governance standards.
• Lead exception reporting and resolution tracking.
• Enhance and document data management processes.
• Collaborate with cross-functional teams for data integrity.
• Respond to data extraction and reporting requests.
• Perform regular data quality checks and resolve discrepancies.
• Build expertise in internal systems and tools.

Conocimientos

Advanced Excel skills

Analytical skills

Problem-solving skills

Strong attention to detail

Communication skills

Stakeholder engagement

Educación

Undergraduate degree in Actuarial, Finances, Economics, Administrative, or related field

Herramientas

IBOR platforms like Simcorp Dimension, Aladdin, Bloomberg AIM

Descripción del empleo

Financial Operations Specialist

We are seeking an experienced and detail-oriented professional to manage complex datasets across multiple platforms, including client onboarding, financial instruments, valuations, bank accounts, and portfolio structures.

Key Responsibilities

• Manage and maintain datasets 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.

Key Requirements

• 2–5 years of experience in data operations, investment operations, or a related role within financial services.
• Advanced Excel skills.
• 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 are mandatory.
• Technical understanding of asset classes, security types, pricing, bank account, corporate action events, dividend processing, etc., is mandatory.
• Familiarity with IBOR platforms such as Simcorp Dimension, Aladdin, or Bloomberg AIM is a plus.
• Undergraduate degree in Actuarial, Finances, Economics, Administrative, or related field.

Equal Opportunity Employer