Principal México

Analista Safekeeping (Backoffice Inversiones) / Principal Fondos

Principal México

Core Responsibilities

Responsible for the custody of securities for investment portfolios, including confirming and settling operations via Indeval and managing cash flows. The role also involves monitoring derivatives margins, managing corporate events, and ensuring compliance for internal and external audits.

Requirements

Requires a professional degree in Accounting, Economics, Finance, or a related field with at least three years of experience in Treasury or Safekeeping. Proficiency in financial products, Indeval, intermediate-advanced Excel, and conversational English is required, with AMIB Figure 3 certification being desirable.

Additional Information

Experience Level

2-5

Job Language

Spanish

Work Mode

Hybrid