Fund statistics –consultant – americas delivery mexico (admx) are you an experienced, passionate pioneer in technology?
a fund statistics consultant who wants to work in a collaborative environment?
as an experienced fund statistics 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 fund statistics 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.
generate and deliver approximately 35 recurring and various ad hoc fund statistics reports per associate, covering performance, holdings, risk, and compliance and 500 custom monthly inquiries.
use inquiry manager workflow tool and excel automation/macros for report intake, generation, and exception handling.
address custom report requests from multiple stakeholders (account managers, rfp teams, performance teams).
conduct and document internal peer and manager quality reviews, ensuring all outputs meet formal slas.
perform root cause analysis and support iso-mandated error logging for significant discrepancies.
maintain, update, and document reporting processes and templates, incorporating feedback and process enhancements.
identify opportunities and implement excel automation and new tools to reduce manual workload.
support transition planning, shadow cycles, and upskilling efforts as global coverage expands, especially in emea.
the team join our ai