Global investment performance standards (gips) reporting– senior consultant – americas delivery mexico (admx)are you an experienced, passionate pioneer in technology?
a global investment performance standards reporting senior consultant who wants to work in a collaborative environment?
as an experienced global investment performance standards (gips) reporting 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 inqueretaro, mexico.
we provide consulting services to help our clients achieve a higher level ofservice in operational efficiency and business value.
we are a team of professionals passionateabout serving clients with distinction and learning, and we are driven by our purpose: making animpact that matters for our clients, our people, and society.work you'll do/responsibilitiesas a senior consultant, you will work with diverse global clients across a wide range ofindustries.
you will have a variety of client facing responsibilities such as diagnosing issuesusing advanced analytical techniques, interviewing staff, formulating and making recommendations, and helping clients implement proposed solutions.
- manage and execute scheduled activities (daily, weekly, monthly, quarterly, and annual) thatreplate 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 asrouted through the gips shared inbox.
- understand client guidelines and strategy definitions (both new and updates to) for compositealignment
- 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 coordinatingroot cause analysis for iso compliance.
- support and participate in gips annual verification cycles, process documentation required forverification, and technology transformations (statpro to rule engine transition).
- liaise with internal data owners and compliance for composite data validation and ensureoutputs satisfy all regulatory and audit standards.
- document process updates, template adjustments, and training outcomes acrossshifts—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 teamjoin our ai & engineering team in transforming technology platforms, driving innovation, andhelping make a significant impact on our clients' success.
you'll work alongside talentedprofessionals reimagining and re-engineering operations and processes that are critical tobusinesses.
your contributions can help clients improve financial performance, accelerate newdigital ventures, and fuel growth through innovation.ai & engineering leverages cutting-edge engineering capabilities to build, deploy, andoperate integrated/verticalized sector solutions in software, data, ai, network, and hybrid cloudinfrastructure.
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 tomeet each client's unique requirements.qualifications required
- 6-10+ years of consulting and/or industry experience
- completion of coursework (egresado) in any pertinent field or industry
- responsible for supporting and leading project workstreams and/or teams
- identifies key drivers, defines problems and proposes solutions
- advanced english level
- experience in gips reporting, investment performance analytics, or compliance experience inasset management.
- familiarity and understanding of security level details particularly fixed income and equitysecurities.
- 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 tradedfunds, 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 ishelpful.our people and cultureour 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 andperspectives, and bring more creativity and innovation to help solve our client most complexchallenges.
this makes deloitte one of the most rewarding places to work.professional developmentfrom entry-level employees to senior leaders, we believe there's always room to learn.
we offeropportunities to build new skills, take on leadership opportunities and connect and grow throughmentorship.
from on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.accommodationswe are committed to providing equal opportunity and reasonable accommodation for people withdisabilities.
to request a reasonable accommodation, contact our talent relations team atas 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 protectedveteran status, or any other legally protected basis, in accordance with applicable law.