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Senior Investment Analyst, Family Office, Public Markets, Houston, USA, or Mexico City, Mexico
This is your chance to start a new year with a new opportunity. Become a Senior Investment Analyst for a mid-market fund and take the next step in your career. This is the chance to join an exceptional and thriving team. This position can be based in Mexico City or Houston.
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Senior Investment Analyst, Family Office, Public Markets, Houston, USA, or Mexico City, Mexico

Public Markets
Mexico
5 - 10 years
About our client

Our client is an international multifamily office seeking a Senior Investment Analyst who can specialize in the analysis of US small and mid-cap companies. You will play a crucial role in enhancing the portfolio performance and providing actionable insights to portfolio managers and clients. This position can be based in Mexico City or Houston.
What the job involves

  • Provide an in-depth analysis of fundamental aspects of US mid-cap equities
  • Create financial models to estimate earnings and evaluate valuations indicators, directly influencing investment decisions 
  • Work together with portfolio managers to review investment strategies and share updates on market trends
  • Collaborate with company leadership and industry specialists to obtain knowledge and improve research quality 
  • Create comprehensive reports that emphasize market trends, competitive standing, and financial well-being
  • Review quarterly earnings reports and industry trends, producing insights that guide investment possibilities
  • Create detailed reports and presentations for both internal and external stakeholders 
Who we are looking for

  • Experience in investments, equity valuation, risk assessment, and portfolio management
  • Bachelor’s degree in finance, economy, or related field
  • Master’s Degree, CFA, or CAIA (preferred)
  • Superior skills in financial modelling and valuation techniques
  • Solid analytical capabilities, communications kills and team proactive
  • Bilingual fluency in English and Spanish is a MUST
  • For Houston applicants, you must have American citizenship / residency or working visa prior to starting the recruitment process
  • Compensation: US$130k - US$150k annually 
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