Ana Sofia Castillejos linkedin.com/in/anasofiacastillejos
■ Career history: Index Client Service Associate, MSCI, Mexico Account Manager, MG Capital, Mexico Middle Office Data Analyst, MG Capital, Mexico ■ Education highlights: MBA, Warwick Business School, UK BA, Accounting and Finance, University of Monterrey, Mexico CFA Level 1 Pass, CFA Institute, USA CFA Certificate, ESG Investing, CFA Institute, USA ■ Nationality: Mexican ■ Languages:
Spanish (native) English (fluent) ■ Career achievements:
Streamlined case management and coordinated with global teams after facing frequent client delays in resolving complex index enquiries. This proactive approach enabled faster, tailored responses. As a result, reduced resolution time to two days, surpassing team benchmarks and strengthening client satisfaction. Managed cash, trading, reporting, and compliance requirements for a Nature Conservation portfolio worth more than US$200 million. Streamlined communication between clients, advisors, and custodians, achieving a 96% inquiry resolution rate. This reduced operational bottlenecks, strengthened client retention, and reinforced the firm’s reputation in sustainable finance. With women underrepresented in finance leadership, contributed to MSCI’s Women’s Leadership Forum. Spearheaded initiatives promoting visibility and equity across the organisation. This effort empowered more than 500 colleagues and fostered meaningful cultural change.
Made with FlippingBook Learn more on our blog