As a Deal Services Associate in Mexico, you will join a dynamic, collaborative team where you’ll build strong relationships and play a key role in supporting client transactions across debt, equity, and mergers and acquisitions.

Job Responsibilities

• Serve as a trusted partner to deal teams, supporting the origination and execution of client transactions end-to-end.
• Take ownership of client activities and transaction milestones, ensuring timely and accurate completion of all steps in the deal lifecycle.
• Join due diligence calls, coordinate follow-up actions, and help manage the deal pipeline.
• Collaborate with compliance, legal, credit, research, finance, and business management teams to ensure smooth execution and strong controls.
• Oversee the approval process for transactions, ensuring all requirements are met.
• Partner with KYC and operations teams to facilitate onboarding and ongoing client needs.
• Identify and implement ways to streamline processes, reduce administrative work, and improve efficiency for the team.
• Monitor deal controls, address issues proactively, and ensure all milestones are achieved on time.
• Communicate clearly and professionally in both English and Spanish.
  

Required Qualifications, Capabilities and Skills

• Experience with investment banking products such as mergers and acquisitions, equity or debt capital markets, or loans.
• Strong relationship-building skills and comfort interacting with clients and senior executives.
• Self-motivation, ownership, and the ability to work independently and as part of a team.
• Flexibility to manage multiple priorities and adapt to change.
• Strong decision-making and problem-solving skills.
• Proactive, dependable, and detail-oriented approach to work.
• Excellent written and verbal communication skills in English and Spanish.
• Experience in relationship management, sales, or deal execution is a plus.