Global investment performance standards (gips) reporting – consultant – americas delivery mexico (admx)
are you an experienced, passionate pioneer in technology? A global investment performance standards reporting consultant who wants to work in a collaborative environment? As an experienced global investment performance standards (gips) reporting 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 consultant at deloitte, you will work within an engagement team and be responsible for
supporting the overall project goals and objectives. In this role, you will interact with
stakeholders and cross-functional teams. It is expected that you will be able to perform
independent tasks as well as provide technical guidance to team
members, as needed.
• manage and execute scheduled activities (daily, weekly, monthly, quarterly, and annual) that
replate to composite reporting for ~800 composites, ensuring adherence to the gips standards and client related policies and procedures.
• fulfill ad hoc requests including new client mandates, due diligence, and rfp responses as
routed through the gips shared inbox.
• understand client guidelines and strategy definitions (both new and updates to) for composite
alignment
• employ statpro, excel automation, and ongoing development of a new python-based rule engine to increase efficiency and accuracy.
• conduct reviews and reconciliations of gips deliverables, flagging errors and coordinating
root cause analysis for iso compliance.
• support and participate in gips annual verification cycles, process documentation required for
verification, and technology transformations (statpro to rule engine transition).
• liaise with internal data owners and compliance for composite data validation and ensure
outputs satisfy all regulatory and audit standards.
• document process updates, template adjustments, and training outcomes across
shifts—maintaining up-to-date sops/process maps.
• provide recommendations to policy and procedure updates for alignment with the gips standards.
• recommend process, coverage, or technology enhancements to address risks and resourcing gaps as volume and global coverage demands scale.
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 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
• 3-5+ years of consulting and/or industry experience.
• completion of coursework (egresado) in any pertinent field or industry.
• responsible for supporting and independently completing project tasks.
• advanced english level.
• experience in gips reporting, investment performance analytics, or compliance experience in
asset management.
• familiarity and understanding of security level details particularly fixed income and equity
securities.
• familiarity with statpro or similar performance software required.
• excellent communication skills and ability to support global operations
• deep understanding of investment management products types (e.g., mutual funds, exchange traded funds, interval funds, closed end funds).
preferred:
• cfa, cipm, or progress toward a gips-relevant credential is strongly preferred.
• advanced excel, with skills in vba/macros/automation; python experience a plus.
• strong process documentation skills and detail orientation; exposure to iso processes is
helpful.
our people and culture
our inclusive culture empowers our people to be who they are, contribute 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 client 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
ustalentcicinbox@deloitte.com
as used in this posting, "deloitte" means deloitte consulting llp, a subsidiary of deloitte llp.
please see www.deloitte.com/us/about 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.