Project Manager - Client Onboarding #

Project Manager - Client Onboarding #

• 202604016

• Mexico City, Mexico

• Full time

Description

The Role

• Successfully manage multiple activities in investment operations for a variety of clients. 
• Respond to requests from internal or external clients for additional information as assigned
• Clearly and efficiently communicate with custodial banks, investment and fund managers, record-keepers and other external parties involved, as well as client servicing and operational teams, to ensure all activities are aligned
• Adhere to our Professional Excellence principles to ensure that work is completed accurately and to a high standard
• Demonstrate risk-management excellence and adhere to documented procedures
• Provide specialist advice to the various teams in the business
• Support the Operations (Onboarding, Trade Management, Middle Office, Investment Performance and Processing, and Third-Party Oversight) team, developing good working relationships and openly communicating on work matters.
• Consistently interact with other team members and client teams to keep them informed on progress and ensure they also carry out any required actions

• Build strong relationships internally and collaborate effectively on cross-functional teams

• Other duties as assigned including project work that may include documenting processes, creating templates, or maintaining data.
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Communicate issues to the team lead and client team in a timely manner with proactive follow-up as necessary
• Manage work according to deadlines

Qualifications

The Requirements

• Advanced oral and written proficiency in English is a must
• 3 to 5 years of relevant experience in a consulting, asset management or investment operations environment 
• Undergraduate degree, preferably in Business or related, or equivalent work experience

• Project management skills, attention to detail and the ability to meet deadlines

• Team-player with the ability to fit seamlessly into the wider practice 
• Keen attention to detail
• Strong service orientation and sense of urgency regarding client needs
• Microsoft office advanced (Outlook, Excel, Word, and PowerPoint)

• Ability to be a self-starter and work independently, but also cooperatively in a team environment 

• Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice 

Equal Opportunity Employer