Senior Investor Servicing

Investor Servicing – Senior Consultant - Americas Delivery Mexico (ADMX)

Are you an experienced, passionate pioneer in technology? An Investor Servicing Senior Consultant who wants to work in a collaborative environment? As an experienced Investor Servicing Senior Consultant, 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 Global 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 a Senior Consultant, you will work with diverse global clients across a wide range of industries. You will have a variety of client facing responsibilities such as diagnosing issues using advanced analytical techniques, interviewing staff, formulating and making recommendations, and helping clients implement proposed solutions.

• Supports end-to-end investor service across private equity, hedge funds, real estate, and special situations strategies. Responsibilities include client onboarding, broker-dealer support, intaking and responding to ongoing investor information requests, escalation management, and fund document oversight. The ideal candidate brings alternatives fund administration experience, strong knowledge of private fund mechanics and lifecycle functions, and a proven ability to drive process improvements, manage internal and external relationships, and deliver exceptional client service. Here are the specific responsibilities for this role:
• Support daily investor and internal inquiry escalations, ensuring timely and accurate resolution
• Support cross-functionally with sales, tax, legal, accounting, and fund administration teams globally to manage client onboarding, side letter negotiations, fund launches, and co-invest activities
• Support the annual budgeting cycles and run rate revenue analysis to ensure funds’ financial viability.
• Assist with U.S. broker-dealers, responding to inquiries from home offices and financial advisors while providing ad hoc and quarterly reporting
• Support technology transformation and automation initiatives to improve operational efficiency and enhance investor experience
• Support outgoing investor correspondence and oversee cash flow reporting to support portfolio management teams
• Support fund document repositories, including PPMs, LPAs, and subscription agreements
• Build and maintain strong relationships with internal and external stakeholders
• Deliver high-quality work products while identifying opportunities for ongoing process improvement

The Team

Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You’ll work alongside talented professionals in reimagining and re-engineering operations and processes that are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.

AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.

Qualifications

Required

• 6-10+ years of consulting and/or industry experience.
• Completion of course of study/Egresado in Computer Science/IT/Computer Engineering, or any pertinent field or industry, or equivalent years of experience.
• Responsible for supporting and leading project workstreams and/or teams.
• Identifies key drivers, defines problems, and proposes solutions.
• Advanced English level.
• Experience in private equity or hedge fund administration at a reputable fund administrator or asset manager
• Deep understanding of private equity or hedge fund mechanics, including end-to-end fund lifecycle functions
• Demonstrated ability to manage high-volume investment operations inquiries, resolve investor issues, and oversee investor onboarding processes
• Direct experience with private funds focused on real estate and special situations; exposure to global macro strategies strongly preferred
• Proven experience managing and leading a managed service provider, including defining and monitoring SLAs and related governance responsibilities
• Team leadership experience in global operational models; documentation and process improvement skills critical.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute to their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect, and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Accommodations

We are committed to providing equal opportunity and reasonable accommodation for people with disabilities. To request a reasonable accommodation, contact our Talent Relations team at Ver el correo electrónico en click.appcast.io

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.