Especialista en Análisis de Inversiones

Placements24; Culiacán; Hybrid; MXN 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive salary package

Performance bonuses

Remote work across Mexico

Professional development

Collaborative team

Job summary

Placements24 is seeking an Especialista en Análisis de Inversiones for a fully remote role based in Mexico. You will conduct fundamental and quantitative analysis of equities, fixed income, and other securities, and prepare research for portfolio managers and committees.

The ideal candidate has a Finance/Econ background, 4+ years in investment analysis, strong modeling skills, and proficiency with Bloomberg or Refinitiv.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics or related quantitative field.
• Master's degree or CFA/CAIA preferred.
• Minimum of 4 years of experience in investment analysis, research, or portfolio management.
• Strong analytical, quantitative, and financial modeling skills.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and data analysis tools.
• Fluent in Spanish and English; excellent written and verbal communication.
• Ability to work remotely with strong self-management and deadlines.

Responsibilities

• Conduct fundamental and quantitative analysis of equities, fixed income, and other securities.
• Research economic trends, industry developments, and geopolitical events impacting investment markets.
• Develop financial models to value securities and forecast company performance.
• Prepare investment research reports and presentations for portfolio managers and investment committees.
• Monitor existing portfolio holdings and provide timely updates on performance and relevant news.
• Identify and assess potential investment risks and opportunities.
• Collaborate with internal teams to gather data and insights for analysis.
• Stay current with investment best practices, market developments, and regulatory changes.
• Assist in the due diligence process for potential new investments.

Skills

Analytical skills

Quantitative analysis

Financial modeling

Communication skills

Remote work capability

Education

Bachelor's degree in Finance/ Economics/ Mathematics

Master's degree or CFA/CAIA preferred

Tools

Bloomberg

Refinitiv

Data analysis tools

Job description

About the Role

Our client, a prestigious investment management firm, is actively recruiting a skilled Especialista en Análisis de Inversiones for a fully remote position. This role is integral to supporting investment decisions by conducting in-depth research and analysis of financial markets, securities, and economic trends. The successful candidate will work closely with portfolio managers to identify investment opportunities, assess risks, and develop recommendations that align with the firm's investment strategies. This is an excellent opportunity for a dedicated analyst to contribute to a high-performing team in a flexible, remote work environment, based conceptually in Culiacán, Sinaloa, MX , but open to remote talent across Mexico.

Key Responsibilities

• Conduct fundamental and quantitative analysis of equities, fixed income, and other securities.
• Research economic trends, industry developments, and geopolitical events impacting investment markets.
• Develop financial models to value securities and forecast company performance.
• Prepare investment research reports and presentations for portfolio managers and investment committees.
• Monitor existing portfolio holdings and provide timely updates on performance and relevant news.
• Identify and assess potential investment risks and opportunities.
• Collaborate with internal teams to gather data and insights for analysis.
• Stay current with investment best practices, market developments, and regulatory changes.
• Assist in the due diligence process for potential new investments.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• An advanced degree (Master's) or professional designation (CFA, CAIA) is highly preferred.
• Minimum of 4 years of experience in investment analysis, research, or portfolio management.
• Strong analytical, quantitative, and financial modeling skills.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and data analysis tools.
• Excellent understanding of financial markets, investment strategies, and valuation techniques.
• Superior written and verbal communication skills, with the ability to articulate complex analysis clearly.
• Ability to work independently, manage multiple projects, and meet deadlines in a remote setting.
• High level of attention to detail and accuracy.
• Strong work ethic and a passion for financial markets.
• Fluency in Spanish and English.

Benefits

• This role offers a competitive salary, performance-based bonuses, and a comprehensive benefits package.
• As a fully remote position, it provides exceptional flexibility and work-life balance, allowing you to work from anywhere in Mexico.
• Our client is committed to professional development, offering continuous learning opportunities and support for professional certifications.
• You will be part of an innovative and collaborative team, utilizing advanced analytical tools and contributing to significant investment outcomes.
• Join a leading firm and shape the future of investment management.