Investment Legal Reviewer

Join Our Dynamic Team and Elevate Your Career! This position will be responsible to perform legal reviews and manages the signatures (executions) of the necessary documentation for the implementation or on-boarding of Investment Managers (these are investment management companies [funds and other assets authorized to be used for pensions under ERISA]) that will be part of our investment portfolios in one way or another for our clients in the USA and CAN. The Role Incorporate key details in the preparation of agreements, and related documentation pertaining to investing the assets of retirement plans with investment managers. Review client documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process. Effectively communicate with fund managers, custodians, and other external parties involved to ensure all agree on a trade timeline. Learn about the wider investment consulting business by gaining exposure to numerous facets of the industry and have opportunities to work with multiple different teams within the organization. Develop collaborative relationships and openly communicate on work matters with internal teams. Effectively interact with internal teams to keep them informed on progress and ensure they carry out any required actions. The Requirements At least five years in an investment operations environment Undergraduate degree Project management skills, attention to detail and the ability to meet deadlines are critical Ability to be a self-starter and work independently, but also cooperatively in a team environment Advanced oral and written communication skills in English is a must Understanding of financial contracts and legal terminology Understanding of investment fund structure Team-player with the ability to fit seamlessly into the wider practice Microsoft office advanced (Excel, Word, PowerPoint, mainly) Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice Experience in making agreements, reviewing and/or legal documentary in Fiduciary or Trust Fund environment with Pension Fund. Equal Opportunity Employer

Location: Mexico City Metropolitan Area, MX

Posted Date: 7/8/2025