Impact ESG Credit & Equities Analyst – LATAM

Patria Investments; Santiago; Presencial; CLP 20.000.000 - 40.000.000; Jornada completa

Descripción de la vacante

Patria Investments, based in Santiago, Chile, is seeking an ESG Research Analyst/Associate to join the IR team for Credit & Equities. The role blends fundamental company analysis with ESG integration, building and interrogating financial and ESG models to inform investment decisions and reporting requirements such as the PRI.

The ideal candidate will analyze company fundamentals, ESG risk factors, and disclosures, map them to leading frameworks, and contribute to portfolio monitoring,

Formación

• Bachelor’s degree in Finance, Economics, Engineering, Business, or related quantitative field.
• 4+ years of experience in credit research, equity research, investment analysis, or a similar fundamental analysis role (asset management, bank, or investment fund preferred).
• Strong financial modeling skills — able to build and stress-test credit and/or equity models independently.
• Working knowledge of ESG frameworks and reporting standards (e.g., PRI, SASB, TCFD/ISSB, GRI) sufficient to map disclosures and identify gaps.
• Advanced Excel; comfort working with large datasets and company disclosures.

Responsabilidades

• Build and maintain financial models (credit and equity) for issuers and portfolio companies, incorporating ESG-adjusted assumptions.
• Analyze company fundamentals — capital structure, covenants, earnings quality, valuation — alongside ESG risk factors that could affect credit or equity outcomes.
• Identify and flag ESG-related risks (regulatory, reputational, environmental, social, governance) with a clear read on financial or investment materiality.
• Support ESG due diligence on new investments: data requests, issue logs, and structured findings linked to risk, mitigation, and investment implications.
• Map company disclosures against relevant ESG frameworks and reporting standards, identifying gaps versus investor and regulatory expectations.
• Track sustainability, climate, and impact metrics (carbon, diversity, governance, health & safety, etc.) across the portfolio, validating data quality and benchmarking trends.
• Maintain and analyze ESG action-plan trackers for portfolio companies; flag delays, unresolved risks, and ownership gaps.
• Support engagement priorities and remediation/value-creation initiatives, connecting ESG actions to investment timelines and accountability.
• Prepare data and draft materials for client meetings, reporting and other ESG disclosure obligations (LPs, regulators, internal governance).
• Build clear ESG updates, case studies, and responses to investor due diligence requests (DDQs) that are accurate and evidence-based, without overstating claims.
• Contribute ESG-integration narrative to investment committee materials and portfolio reviews.

Conocimientos

Financial modeling

MS Excel

ESG knowledge

English proficiency

Spanish fluency

Portuguese a plus

Educación

Bachelor's degree in Finance, Economics, Engineering, Business, or related quantitative field

Descripción del empleo

Patria Investments, based in Santiago, Chile, is seeking an ESG Research Analyst/Associate to join the IR team for Credit & Equities. The role blends fundamental company analysis with ESG integration, building and interrogating financial and ESG models to inform investment decisions and reporting requirements such as the PRI.

The ideal candidate will analyze company fundamentals, ESG risk factors, and disclosures, map them to leading frameworks, and contribute to portfolio monitoring,