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Trade Management - Investment Specialist#

Company

WTW

Location

Ciudad de México, Distrito Federal

Type

Full time

The focus of the role is to perform investment operations functions for predominantly pension fund clients while working closely with operations colleagues, custodians, and investment managers to ensure activities are completed accurately and on a timely basis. Success in this role requires strong collaboration across a team-oriented environment, with a focus on sharing knowledge and coordinating across regions to deliver efficient and seamless outcomes.

The Role

  • Execute trades for client portfolios and WTW-managed funds in accordance with investment instructions
  • Monitor portfolio activity, including cash balances, positioning, and movements
  • Prepare and validate trade instructions, agreements, and supporting documentation
  • Coordinate with internal teams, custodians, and investment managers to ensure timely settlement and issue resolution
  • Provide regular updates to stakeholders on trade status and operational progress
  • Support...
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