hirly

Platacard

Liquidation and Custody Backoffice Manager (Casa de Bolsa)

Mexico

Apply through hirly

hirly scores this role against your resume, shows its reasoning, then writes a resume and cover letter for it and fills the application with you. Free to start — no card required.

hirly's read of this role

Seniority
Lead / management
Country
MX
Work mode
On-site / unstated
First seen by hirly
1 Sept 2026

Derived automatically from the posting. Sign up to see how the role scores against your own resume.

the posting

We are looking for a technically sharp Liquidation and Custody Back-Office Manager to own the post-trade settlement and securities custody operations of Casa de Bolsa Plata , a new brokerage firm currently in its pre-operational phase, targeting CNBV licensing in the upcoming months and commencement of operations in December 2026.

This is a foundational role: you will define the settlement workflow, establish INDEVAL connectivity, and build the back-office procedures before a single client trade is executed. From Day 1 of operations, you will be responsible for ensuring every trade settles correctly, on time, every time.

If you are a back-office professional who knows DALÍ , CCV , and SPEI/SIAC inside and out, and you want to build something from the ground up, this role is for you.

Challenges that await you:

Define the settlement workflow and back-office procedures manual

Establish INDEVAL participant connectivity and test accounts ( DALÍ system)

Configure CCV membership protocols and margin calculation procedures

Design the client account segregation model per CUCB Art. 80

Coordinate SPEI/SIAC cash settlement procedures with the firm's banking counterpart

Participate in the CNBV commencement-of-operations inspection — operations and custody section

Conduct simulated settlement cycles using internal test trades

Once live: daily settlement of equity, fixed income, and money market trades via INDEVAL DALÍ ; manage failed trades, buy-ins, and settlement exceptions; process corporate actions; submit custody and settlement regulatory reports (CNBV Reports R04, R05)

What makes you a great fit:

Bachelor's degree in Finance, Economics, Business Administration, or a related field

Minimum 5 years in back-office or custody operations at a casa de bolsa or custodian bank

Direct, hands-on experience with INDEVAL's DALÍ system — this is non-negotiable

Working knowledge of CCV (Contraparte Central de Valores) settlement cycles

Familiarity with SPEI/SIAC for the cash leg of securities transactions

Comfortable operating under strict T+1/T+2 settlement deadlines

Advanced english and spanish

Nice to Have:

Experience setting up INDEVAL connectivity for a new participant

Familiarity with FIX protocol or OMNet connectivity

Exposure to CNBV regulatory reporting related to custody (R04, R05)

Experience joining an institution during its pre-operational or start-up phase

If you want to build a back-office from scratch and become operationally critical to a new player in the Mexican capital markets, we'd love to hear from you.

Is this role actually a fit for you?

hirly answers with a score and its reasoning, then writes the resume and cover letter if you decide to go for it.

Score it against my resume
Liquidation and Custody Backoffice Manager (Casa de Bolsa) at Platacard — hirly