Financial Analyst

Hire With Near; A distancia; MXN 805,000 - 1,164,000; Jornada completa

Descripción de la vacante

A growing real estate investment firm is seeking an Investment Banking Analyst to join their team in Mexico. This role involves managing the investment pipeline, underwriting opportunities, and preparing investment materials. Ideal candidates should have a Bachelor's degree in finance or related fields and 1–3 years of experience in investment banking or commercial real estate. Fluency in English and Spanish is essential, along with strong financial modeling skills. This is a full-time remote position offering significant growth potential.

Formación

• 1–3 years of experience in investment banking, commercial real estate, underwriting, or related investment roles.
• Experience with sourcing support, deal tracking, and data organization.
• Familiarity with market analysis across asset classes.

Responsabilidades

• Maintain and actively manage the company's investment pipeline.
• Underwrite opportunities using dynamic financial models.
• Assist in preparing internal and external investment materials.
• Execute transactions supporting due diligence and document preparation.
• Conduct detailed credit and financial analysis on various assets.
• Work closely with development and finance teams.

Conocimientos

Strong financial modeling and valuation skills

Excellent written and verbal communication skills in English and Spanish

Detail-oriented with a high degree of accuracy

Ability to work independently and collaboratively

Educación

Bachelor's degree in finance, Real Estate, Economics, or a related discipline

Herramientas

Excel

PowerPoint

Outlook

Word

AI

Descripción del empleo

At Near, we help top talent in Latin America find remote roles with US companies.

Our mission is to create better lives by fostering a remote work culture that transcends borders. Our Client is a growing real estate investment and advisory firm that works closely with family offices and high‑net‑worth investors in the U.S. This is a unique opportunity to join a dynamic and entrepreneurial real estate investment and development company operating at the intersection of capital advisory and commercial real estate development.

As an Investment Banking Analyst, you will be an integral member of our investment team, actively involved in all phases of the acquisition, development, and capital raising processes.

We are seeking a highly analytical, proactive, and committed professional who is ready to add value from day one and grow alongside a high‑performance team of real estate and finance experts.

Job Requirements

• Maintain and actively manage the company's investment pipeline, including sourcing support, deal tracking, and data organization
• Underwrite a wide range of opportunities including income‑producing, value‑add, and ground‑up development projects using dynamic financial models
• Assist in preparing internal and external investment materials, including memoranda for equity and debt partners
• Execute transactions by supporting due diligence, document preparation, and coordination with legal and accounting
• Draft presentation materials for capital markets transactions and strategic partner communications
• Perform detailed credit and financial analysis on multifamily, commercial, and mixed‑use assets
• Conduct submarket research and macro‑level market analysis across asset classes to support underwriting and investment decisions
• Analyze borrower financials, appraisals, rent rolls, and third‑party reports to assess risk and viability
• Collaborate on structuring and evaluating debt and equity capital stacks aligned with investor / lender expectations
• Help manage pre‑development workflows including entitlements, budgeting, scheduling, and coordination with vendors and consultants
• Work closely with development and finance teams to ensure alignment of project goals, risks, and timelines
• Contribute to the continuous improvement of processes, templates, and data tracking tools

Experience Requirements

• Bachelor's degree in finance, Real Estate, Economics, or a related discipline
• 1–3 years of experience in investment banking, commercial real estate, underwriting, or related investment roles
• Strong financial modeling and valuation skills (Excel required)
• Strong desktop computer skills (Outlook, PowerPoint, AI, and Word)
• Excellent written and verbal communication skills in English and Spanish
• Detail‑oriented with a high degree of accuracy and a strong sense of accountability
• Ability to work independently and collaboratively in a fast‑paced, entrepreneurial environment

Seniority levelEntry levelEmployment typeFull‑timeJob functionConsulting and ManagementIndustriesReal Estate and Financial Services