E T Consultant Investment Analyst, Financial Institutions, Mexico

IFC; Ciudad de México; Presencial; MXN 735,000 - 1,287,000; Jornada completa

Descripción de la vacante

A leading financial institution in Mexico City is looking for an ET Consultant Investment Analyst to support investment portfolios by analyzing financial data and monitoring client performance. The ideal candidate should have a Bachelor’s degree and 1-2 years of relevant experience, with strong financial analysis skills and fluency in English. This position is integral to enhancing client relationships and promoting investment opportunities.

Formación

• 1-2 years of experience in finance, banking, or consulting.
• Good knowledge of financial markets, especially in Latin America.
• Strong ability to conduct financial analyses and prepare reports.

Responsabilidades

• Create financial analysis models and support investment structuring.
• Analyze financial statements and conduct market research.
• Monitor performance of client companies and manage client relationships.

Conocimientos

Financial analysis

Microsoft Excel

Analytical skills

Client service orientation

Educación

Bachelor’s degree in business, finance, accounting, economics

Descripción del empleo

Overview

E T Consultant Investment Analyst, Financial Institutions, Mexico

Job #: req34384 | Organization: IFC | Sector: Investment | Grade: EC1 | Term Duration: 1 year 0 months | Recruitment Type: Local Recruitment | Location: Mexico City, Mexico

Required Language(s): English, Spanish | Preferred Language(s):

Closing Date: 10/1/2025 (MM/DD/YYYY) at 11:59pm UTC

Note: This description is provided for informational purposes and outlines the responsibilities, qualifications, and conditions of employment as described by the employer.

Duties and Accountabilities

The ET Consultant will be integrated into the team that develops new business, completes transactions, and supervises a portfolio of loans, quasi-equity and equity investments in FIG’s LAC region.

The candidate is required to know and effectively use fundamental business concepts and practices and to provide analytical, research and other professional support to professional level Investment Officers. The work program is varied and may be somewhat complex requiring evaluation, original thinking, and various written outputs.

• Create financial analysis models.
• Support structuring of new investments.
• Analyze historical and projected financial statements and prepare periodic portfolio reports.
• Conduct industry and market research and assist in IFC’s business development efforts.
• Monitor operational and financial performance of client companies to evaluate risk and recommend active portfolio management actions.
• Prepare documentation for IFC internal processes and monitor compliance with IFC financial, environmental and legal requirements.
• Establish and maintain quality client relationships to ensure responsive client service and to enhance new business opportunities.
• Participate in investments negotiations.
• Liaise with colleagues across departments and the region and at the head office in Washington DC.
• Participate in the monitoring of investments in portfolio companies.

Selection Criteria

• Bachelor’s or equivalent degree with specialization in business, finance, accounting, economics, etc.
• Preferably with at least 1-2 years of experience in finance, banking, portfolio management or consulting (ideally with a major financial institution, rating agency, consulting firm, etc.)
• Good knowledge of financial markets and one or more Latin American financial markets a plus.
• Strong financial analysis and modelling skills using Microsoft Excel and ability to identify key issues.
• Sound numerical, analytical and conceptual skills encompassing finance and the associated areas of investment, portfolio management and corporate finance and economics.
• Commitment to economic development and keen interest in development finance in emerging markets.
• Ability to work successfully in multicultural teams and across boundaries.
• Demonstrated teamwork skills.
• Strong client service orientation with an openness to feedback and new ideas.
• Excellent presentation skills and ability to present ideas clearly and confidently.
• Fluency in English (oral and written).

WBG Culture Attributes

1. Sense of urgency: Anticipate and quickly respond to the needs of internal and external stakeholders.
2. Thoughtful risk-taking: Challenge the status quo and push boundaries to achieve greater impact.
3. Empowerment and accountability: Empower yourself and others to act and hold each other accountable for results.

World Bank Group Core Competencies

We are proud to be an equal opportunity and inclusive employer with a dedicated and committed workforce, and do not discriminate based on gender, gender identity, religion, race, ethnicity, sexual orientation, or disability.

Learn more about working at the World Bank and IFC, including our values and inspiring stories.

Notes

Note: The selected candidate will be offered a one-year appointment, renewable at the discretion of the World Bank Group, and subject to a lifetime maximum ET appointment of three years. If an ET appointment ends before a full year, it is considered as a full year toward the lifetime maximum. Former and current ET staff who have completed all or any portion of their third-year ET appointment are not eligible for future ET appointments.