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Index Planning and Projects - Monterrey, NLE

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Position Overview:

Index Planning and Projects


Scope of Responsibility /Expectation:

The Americas Index Planning and Projects Sr. Associate will be an important contributor to the Index Products team in the Americas region through the management of two key business processes:

  • Americas Index project pipeline and prioritization process
  • Manage the full portfolio of index projects in the region, ensuring that they are adequately presented, resourced, prioritized and meeting timelines.
  • Work closely with colleagues within product and other functional teams (coverage, research, technology, project management, etc) to ensure timely progression of projects through appropriate channels as well as timely communication of updates and/or escalation.
  • Represent the Americas Index Products team in the various forums associated with the discussion, approval and prioritization of index projects. 
  • Americas Index tactical planning process
  • Manage the portfolio of America’s tactical plans through a systematic process that allows for the effective planning and tracking of the teams tactical initiatives.
  • Ensure that the team follows the established process to discuss, finalize and communicate tactical plans in a timely fashion (e.g., Q2 plans should be discussed, agreed upon, and communicated to Coverage well ahead the start of Q2).
Specific Knowledge and skills:
  • Collaborative and team oriented with the ability to establish and maintain clear lines of transparent communication with colleagues at various functions, levels and locations across the firm.
  • Take-charge, positive attitude with strong leadership and exceptional communication skills.
  • Excellent time management and organizational skills.
  • Experience in consulting, project management, or strategy within the financial services industry is a strong plus.
  • Strong understanding of the global markets, investment strategy and the various uses of indexes in the investment process is a strong plus.
  • Exceptional English language skills.

Desired Experience:

  • At least 7 years of work experience.

Desired Qualifications:

  • Strong Bachelor degree in Engineering, Mathematics, Physics, Economics or similar subject.
  • Master’s Degree a plus.
*Please be so kind to attach your resume in Word or PDF. Thank you !
Job Number:
Job type:
Monterrey, Mexico
Full Time
Client Service Staff
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