Business Analyst

MexicoHybridJunior

Challenges that await you:

  • Customize CRM tools and workflows for the investment support team, focusing on product-specific scenarios, key metrics, and business needs

  • Design and implement operational processes for investment support, continuously monitoring their efficiency and business impact

  • Organize cooperation between the investment team and other support units, ensuring smooth collaboration 

  • Communicate with stakeholders to manage priorities, share timelines, and keep everyone informed

  • Collaborate with teams like Engineering, Design, and Compliance to ensure everyone is working toward the same goals

  • Use data to evaluate product performance and identify opportunities to improve the customer experience and conversion rates

  • Facilitating communication between technical teams and business units to ensure alignment on projects

What makes you a great fit:

  • 2+ years of experience in a Business Analyst role

  • Solid understanding of statistics and basic knowledge of A/B testing

  • Practical knowledge of SQL (basic level required)

  • Ability to translate business needs into clear, structured tasks for tech teams and effectively prioritize them

  • Proven experience in gathering and documenting business requirements, ensuring clarity, usability, and well-thought-out system design

  • Strong collaboration skills, with experience working across multiple teams and stakeholders

  • Hands-on experience in creating visual process documentation, such as BPMN (Business Process Model and Notation), UML (Unified Modeling Language), Data Flow Diagrams (DFD), or similar

  • Understanding of investment products or a strong motivation to learn and develop expertise in the investment domain

  • B2 or higher English level for effective communication with an international team

Your bonus skills:

  • Spanish knowledge is a great asset, but not mandatory

Our ways of working:

  • Innovative Spirit: A commitment to creativity and groundbreaking solutions

  • Honest Feedback: valuing open, transparent communication

  • Supportive Team: a strong, collaborative community

  • Celebrating Achievements: recognizing our wins together

  • High-Tech Environment: a team full of smart and revolutionary people who date to challenge the status quo of incumbent finances

Our benefits:

  • Relocation support to Mexico — with assistance for the employee and their family 

  • Flexible work from one of our offices or remote

  • Healthcare Coverage

  • Education Budget: Language lessons, professional training and certifications

  • Wellness Budget: Mental health and fitness activity reimbursements

  • Vacation policy: 20 days of annual leave and paid sick leave

Posted on: 9/3/2025

Plata Card

Plata Card

Plata is a tech platform powered by AI that is redefining the financial experience in Mexico. Plata's mission is to simplify the financial experience.

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