Title : Associate Principal – BFS Data Analysis & Wealth Management (Overseas Contractor)
Location : Mexico (Remote)
Duration : Long Term
Roles & Responsibilities
- Lead end-to-end business and data analysis in the Wealth Management domain.
- Design and implement data analysis strategies to strengthen portfolio performance.
- Partner with product, technology, and business teams to optimize processes.
- Translate complex financial data into clear insights and recommendations for leadership.
- Ensure the accuracy, security, and compliance of all financial data.
- Mentor and guide junior analysts, fostering a culture of continuous improvement.
- Conduct workshops and presentations to communicate findings to diverse audiences.
Requirements
Proven experience in Banking & Financial Services (BFS) and Wealth Management.Strong knowledge of portfolio management, data modeling, and financial analysis.Proficiency with analytical tools, databases, and visualization platforms.Excellent communication skills in English (Portuguese or Spanish is a plus).Ability to work with remote, multicultural teams.