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Investment Specialist

Investment Specialist

IFG - International Financial GroupMexico, Mexico
Hace 10 horas
Descripción del trabajo

Job Title : Business and Investment Program Specialist

Contract

Location : 100% Remote : From Mexico and Chile

Duration : ASAP to June 30th, 2026, with strong potential for extension.

PR : $20-26 / hr

About the job

  • Are you driven to lead business programs that shape the course of any business?
  • Are you excited by learning from top leaders in the business?
  • DO you obsess about the driving process with excellence?
  • Do you excel at driving project leadership and ensuring strategic execution?
  • Do you thrive in orchestrating and streamlining administrative tasks to support senior management?
  • Are you motivated to gain experience and collaborate with top leaders in your early career?

👆Do such questions intrigue you?

Summary of the opportunity

  • Client Overview : A leading figure in the Technology industry is seeking a passionate individual to join as a Business and Investment Program Specialist.
  • Role Summary : This role is instrumental in managing and executing investment programs, facilitating cross-regional consistency, engaging with partners and stakeholders, and maintaining rigorous business management practices.
  • What are the key responsibilities?

    1. INVESTMENT PROGRAM MANAGEMENT AND EXECUTION (50%)

  • Investment Program Execution
  • o Lead investment programs, ensuring adherence to top-tier standards, encompassing scope determination, execution planning, and stakeholder collaboration on a global scale.

    o Oversee and approve Tier 1 Customer Success Partner (CSP) authorization, ensuring a robust vetting process.

    o Refine the CSP authorization process to align with global expectations and standards.

    o Harmonize the channel and partner organizational structures and processes between North America and Latin America.

    o Maintain engagement continuity and manage direct and indirect CSP engagements, including communication strategies, decision-making criteria, and partner vetting.

    o Amplify partner messaging on professional platforms such as LinkedIn, and through events, articulating the benefits to all partner verticals.

    o Sync partner communications with overarching corporate messaging directives.

  • Investment Program Management
  • o Support execution and follow-through on ‘Help Needed’ and any other change management actions derived from ROB, account planning, and / or regional reviews. Ensure landing and execution of reviews of prioritized business commitments are accomplished.

    o Support the continuous improvement of governance practices, including the adjustment of MS pricing and data reporting structures.

    o Facilitate a high bar of execution around compliance, readiness, and training.

    2. BUSINESS MANAGEMENT (40%)

  • Manage Business Rhythms and Special Projects
  • o Oversee the team’s Rhythm of Business (ROB), ensuring optimal team performance and business outcomes.

    o Assisting with special projects and initiatives. Tracking progress and ensuring deadlines are met.

  • Exceptional Communication and Collaboration
  • o Communicate effectively with stakeholders, upholding accountability and transparency regarding program status, risks, and mitigation plans.

    o Collaborate with leadership to develop business planning processes, ensuring they align with corporate objectives and integration within the broader business landscape.

    3. PROJECT COORDINATION AND ADMINISTRATION (10%)

  • Expense and Travel Management
  • o Manage and process expense reports, oversee budgets, and maintain compliance.

    o Coordinate intricate travel arrangements through platforms such as Concur.

  • Calendar and Communication Oversight
  • o Manage executive calendars, coordinate meetings, and minimize scheduling conflicts.

    o Handle broadcast emails, draft and proofread official communications, and assist with special projects, ensuring project milestones are met.

    MUST-Have Skills and Qualifications :

    o 0-2 years of experience in business management or administration.

    o Bachelor’s degree in a relevant technical or business field, or equivalent experience.

    o Strong written and verbal communication skills.

    o Excellent organizational and interpersonal abilities.

    o Ability to learn and adapt quickly in a fast-paced environment.

    Preferred Skills and Qualifications :

    o Proficient in MS Office Suite and other internal tools (including, Employee Central, MSExpense2, MyOrder, and Cytric Travel).

    o Technical industry experience.

    Please let me know if this is something you would love to do and help me with your updated resume. Feel free to reach out at Harshiv@ifgpr.com if you have any questions.

    Thanks

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    Specialist • Mexico, Mexico

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