Investment Analyst

Newstorycapital; Xico; Híbrido; MXN 360,000; Jornada completa

Descripción de la vacante

A leading investment firm seeks an Investment Analyst to support mission-aligned investments in affordable housing. Located in Mexico City, the role involves financial modeling, market analysis, and collaboration with team leads in Mexico and the U.S. The ideal candidate has 1–3 years of relevant experience, exceptional financial modeling skills, and is bilingual in English and Spanish. Competitive compensation and benefits are provided, including unlimited vacation after the first year and health insurance coverage.

Servicios

Health insurance coverage

Unlimited vacation after the first year

Paid parental leave

Funding for learning and development

Formación

• 1–3 years of experience in real estate, venture capital, investment banking, or similar fields.
• Exceptional financial modeling and underwriting experience.
• Ability to create executive-ready presentations.

Responsabilidades

• Build financial models for housing projects.
• Assist in underwriting and due diligence.
• Track financial KPIs and prepare dashboards.

Conocimientos

Real estate financial modeling

Financial analysis

Bilingual English–Spanish

Educación

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

Herramientas

Excel

Google Sheets

Descripción del empleo

ABOUT THE ROLE

New Story creates market-based solutions to make land and home ownership possible for underserved families in Latin America.

Through an innovative land-first approach, we transform unutilized land into thriving communities, reducing development timelines from 10+ years to 2 years.

As an Investment Analyst, you will join a fast-moving, high-performing team to support origination, evaluation, and monitoring of mission-aligned investments, reporting to the Investment Associate and collaborating with the Director of Investments.

You will be responsible for financial modeling, market analysis, due diligence, and portfolio monitoring, and for supporting materials for investment committees and investors.

You will work closely with team leads in Mexico City and the U.S.

WHAT YOU'LL DO

Financial modeling

Build and maintain models (P&L, Cash Flow, Balance Sheet, valuation, scenarios, hedging) for affordable housing / land development projects.

Underwriting & due diligence support

Assist senior team members with underwriting new fund investments and executing financial / commercial / technical diligence; synthesize findings into a strong investment case.

Portfolio monitoring

Track operating and financial KPIs; prepare dashboards, variance analyses vs. plan, and value-creation proposals.

Investment materials

Draft investment memoranda, executive presentations, and quarterly / annual investor updates.

Market research

Analyze supply–demand, pricing, absorption, local regulations, costs, and LATAM trends; develop sector theses and comps.

Process & data discipline

Improve templates, workflows, and controls (assumption versioning, data lineage, DD checklists, data rooms).

Industry knowledge & network

Deepen sector knowledge and relationships to inform strategy and enhance diligence.

WHO YOU ARE

• 1–3 years of relevant experience in real estate, venture capital / private equity, investment banking, corporate / project finance, credit or impact investing.
• Exceptional real estate financial modeling and/or real‑estate investment experience, including underwriting, land / project feasibility, pro‑forma analysis, and sensitivities.
• Experience in affordable housing or land development in Mexico is a strong plus.
• Strong financial modeling capabilities in Excel / Google Sheets (pivot tables, audit trails, scenarios, and sensitivity analysis). Solid understanding of financial statements, accounting, valuation methodologies, and capital structuring.
• Ability to translate complex financial and operational insights into executive‑ready presentations and memos.
• Bilingual English–Spanish (written and spoken), able to work effectively with international investors and local partners.
• Bachelor's degree in Finance, Economics, Engineering, Business / Accounting, International Development, or related field; or equivalent experience with proven results.

REPORTING STRUCTURE

This role reports to our Investment Associate and collaborates closely with the Managing Director of Investments.

LOCATION, COMPENSATION, & TRAVEL

This is a hybrid role based in Mexico City, Mexico.

Our annual salary for this role is $360,000 MXN (net salary).

Travel to project locations may be required (about 20% of the time) depending on phase and team needs.

Flexibility and willingness to engage on-site with local teams and communities is important.

BENEFITS

• Health & Wellness: 100% of Employee‑Only premium costs for Major Medical Health Insurance through AXA and Life Insurance through MAPFRE; 60% premium coverage for dependents; Flex Benefit Card with a monthly allowance of $1,000 MXN for supermarket, food, and wellness expenses.
• Aguinaldo: Federal mandated holiday bonus equivalent to 15 days of pay on or before December 20, pro‑rated for team members within their first year.
• Vacation Premium: On the first (and subsequent) work anniversary, annual vacation premium bonus equivalent to the number of vacation days allotted for the year at 25%.
• Unlimited Vacation after the 1st Year: 12 days of PTO, 14 paid holidays, and birthday off for the first 12 months; thereafter unlimited paid vacation.
• Summer and Winter Breaks: Company‑wide pause the first week of July and the week between December 24 and January 1.
• 5‑Week Sabbatical after 5th Year: Fully paid 5 weeks off at the 5‑year mark.
• Paid Parental Leave: Primary caregivers 12 weeks, secondary caregivers 6 weeks.
• Adoption Reimbursement: Up to $180,000 MXN for adoption related expenses.
• Intentional Gatherings: Budget for company summits, fun camps, spontaneous department gatherings, in‑person yearly retreats.
• Improve Thru Learning: Funding for conferences, courses, books, internal hackathons, tea(m) talks, lunch‑and‑learn sessions.
• Trips to the Field: Opportunities to visit work first‑hand in Mexico or El Salvador.

ABOUT NEW STORY

New Story unleashes market forces to confront the global housing crisis.

While traditional philanthropy and government subsidies cover only 20% of housing needs, New Story leverages private capital markets to create sustainable paths to land and home ownership for underserved families in Latin America.

Our land‑first approach transforms unutilized land into thriving communities while helping families build generational wealth.

We acquire and develop land, build families' creditworthiness, and unlock home financing opportunities—reducing typical development timelines from 10+ years to 2 years.

A Y Combinator graduate and four‑time Fast Company "World's Most Innovative Company," New Story has created housing solutions across Mexico, El Salvador, Bolivia, and Haiti since 2015.

Our team is based across the US and in Mexico City.

ABOUT OUR CULTURE

Courage to Pioneer

Through learning, innovation, and iteration, we create transformative solutions and unlock new opportunities for underserved families.

Humble Pursuit Of Excellence

We focus on the quality of our inputs, building strong personal habits and systems, and bringing our best every day.

Extreme Ownership

We take full responsibility for our commitments, tackle challenges proactively, and own outcomes with resilience.

Detailed Customer Obsession

We relentlessly seek to understand customer needs and desires, listening with curiosity and learning from feedback to improve.

Building Together / Construimos Juntos

We are committed to each other's success and well‑being, knowing that when one succeeds, the entire team wins.

A WELCOMING PLACE FOR ALL

New Story strives to nurture a welcoming culture of shared values and radical candor for everyone.

We welcome all applicants, regardless of background, to submit an application.

Black, Indigenous, and people of color are especially encouraged to apply!

We know we will only succeed if we have a team who brings a wide variety of perspectives and backgrounds.

As an equal opportunity employer, our hiring decisions are based solely on qualifications, merit, and business needs at the time of hire.

We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization.

Join us.

We look forward to hearing from you.