Analista de Gestión de Inversiones

Placements24; Mérida; Sur place; EUR 14 000 - 20 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Comprehensive health insurance

Professional development

Collaborative environment

Located in Mérida

Résumé du poste

Placements24 seeks an Investment Analyst to join a Mérida-based investment management team. You will support portfolio managers through research, modeling, and performance analysis, contributing to risk assessment and investment decision-making in a fast-paced environment.

The role emphasizes a strong quantitative background, Excel proficiency, and familiarity with market data systems. On-site in Mérida with opportunities for professional growth and exposure to diverse assets.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, Statistics, or related quantitative field.
• 1–3 years of investment analysis or portfolio management support experience.
• Strong understanding of investment principles and markets.
• Proficiency with Excel; Bloomberg/Refinitiv experience is a plus.

Responsabilités

• Assist portfolio managers in researching and analyzing securities and market trends.
• Develop and maintain financial models for valuation and investment analysis.
• Monitor portfolio performance, risk exposures, and investment guidelines.
• Prepare performance reports, investment commentary, and client/internal presentations.
• Conduct due diligence on potential investments.
• Assist with trade execution under guidance of portfolio managers.
• Reconcile holdings and transactions; stay informed on market developments.

Connaissances

Analytical skills

Quantitative methods

Financial modeling

Portfolio analysis

Formation

Bachelor's degree in Finance, Economics, Mathematics, Statistics, or related quantitative field

Outils

Excel

Bloomberg

Refinitiv

Description du poste

Our client, a respected financial services firm based in **Mérida, Yucatán**, is seeking a detail-oriented and analytical Analista de Gestión de Inversiones to join their dedicated investment management team. This is an important on-site role focused on supporting portfolio managers in the analysis and management of investment portfolios. We are looking for an individual with a strong quantitative background, a keen interest in financial markets, and excellent analytical abilities. The successful candidate will gain valuable experience in portfolio construction, performance measurement, and risk analysis within a dynamic environment. This position requires full-time commitment at our **Mérida** office.

Key Responsibilities

• Assist portfolio managers in conducting research and analysis of securities and market trends.
• Develop and maintain financial models for valuation and investment analysis.
• Monitor portfolio performance, risk exposures, and investment guidelines.
• Prepare performance reports, investment commentary, and presentations for clients and internal stakeholders.
• Conduct due diligence on potential investments.
• Execute trades under the direction of portfolio managers.
• Reconcile portfolio holdings and transactions.
• Stay informed about economic developments, industry trends, and regulatory changes affecting investments.
• Collaborate with trading, compliance, and operations teams.
• Assist with ad-hoc analytical projects as needed.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field.
• 1-3 years of experience in investment analysis, portfolio management support, or a similar role.
• Strong understanding of investment principles, financial markets, and asset classes.
• Proficiency in Microsoft Excel; experience with financial databases (e.g., Bloomberg, Refinitiv) is a significant advantage.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills in Spanish.
• Ability to work independently and manage multiple tasks effectively in a fast-paced environment.
• Eagerness to learn and contribute to a high-performing team.
• Interest in pursuing relevant professional certifications (e.g., CFA).

Benefits

• Competitive salary and potential for annual bonuses.
• Comprehensive health insurance and other employee benefits.
• Opportunities for professional development and career growth within investment management.
• A collaborative and intellectually stimulating work environment.
• Exposure to diverse investment strategies and asset classes.
• Located in the vibrant city of **Mérida**.
• Stable employment with a reputable financial firm.