Jefe De Administración Y Finanzas

Zd-Apoya-Sa-De-Cv; Xico; Remote; MXN 1,600,000 - 2,165,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement savings plan

Generous paid time off

Job summary

Zd-Apoya-Sa-De-Cv is seeking an experienced Especialista en Gestión de Activos Financieros to lead investment strategy development and portfolio management in a fully remote role based in Mexico. The candidate should have deep knowledge of markets, asset allocation, and risk management, with a proven track record in delivering performance aligned with client objectives.

The role emphasizes global market awareness, independent work in a remote setting, and collaboration with financial advisors

Qualifications

• Master's degree in Finance, Economics, or related quantitative discipline. CFA is highly preferred.
• Minimum 6 years in investment management, portfolio management, or asset allocation.
• Proven ability to analyze markets, securities, and economic trends.
• Experience in developing and executing investment strategies.
• Strong quantitative, analytical, and problem-solving skills.
• Excellent communication, presentation, and interpersonal skills.

Responsibilities

• Develop and implement investment strategies across asset classes.
• Conduct market research to identify opportunities.
• Manage portfolios aligning with client risk tolerance and goals.
• Perform due diligence and recommend portfolio adjustments.
• Analyze performance, risk metrics, and market trends.
• Collaborate with advisors and clients on investment needs.
• Ensure compliance with regulations and internal policies.
• Stay informed on global economic developments and markets.
• Build relationships with fund managers and partners.
• Prepare reports on portfolio performance and outlook.

Skills

Quantitative analytics

Communication skills

Remote work capability

MS Office proficiency

Financial modeling

Education

Master's in Finance/Economics

CFA preferred

Tools

Financial modeling software

Portfolio management systems

MS Office Suite

Job description

Ayer

About the Role

Our client, a premier investment management firm, is seeking a highly experienced Especialista en Gestión de Activos Financieros to join their esteemed team. This is a fully remote position, enabling you to contribute your expertise from anywhere, ideally complementing operations based near Tlalnepantla, State of Mexico, MX . You will be instrumental in developing and executing investment strategies, managing diverse portfolios, and ensuring optimal performance aligned with client objectives and market conditions. The ideal candidate possesses a deep understanding of financial markets, asset allocation, and risk management. This role offers a significant opportunity to shape investment outcomes and contribute to the firm's success in a dynamic and remote-first environment. We are looking for a forward-thinking professional with a proven track record.

Key Responsibilities

• Develop and implement sophisticated investment strategies across various asset classes.
• Conduct in-depth market research and analysis to identify investment opportunities.
• Manage and monitor investment portfolios, ensuring alignment with client risk tolerance and financial goals.
• Perform due diligence on potential investments and recommend portfolio adjustments.
• Analyze portfolio performance, risk metrics, and market trends.
• Collaborate with financial advisors and clients to understand their investment needs.
• Ensure compliance with all relevant regulations and internal policies.
• Stay abreast of global economic developments and their impact on financial markets.
• Develop relationships with external fund managers and investment partners.
• Prepare detailed reports on portfolio performance and investment outlook for stakeholders.

Requirements

• Master's degree in Finance, Economics, or a related quantitative discipline. Relevant professional certifications (e.g., CFA) are highly preferred.
• Minimum of 6 years of experience in investment management, portfolio management, or asset allocation.
• Proven expertise in analyzing financial markets, securities, and economic trends.
• Demonstrated experience in developing and executing successful investment strategies.
• Strong quantitative, analytical, and problem-solving skills.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency with financial modeling software, portfolio management systems, and MS Office Suite.
• Ability to work independently and thrive in a remote, collaborative setting.
• Deep understanding of risk management principles in investment contexts.
• Fluency in Spanish and English is essential.

Benefits

Our client offers an exceptional compensation package, including a competitive base salary, performance-based bonuses, and comprehensive benefits such as health, dental, and vision insurance, as well as a retirement savings plan. Enjoy the flexibility and autonomy of a fully remote role while being part of a globally recognized firm. Opportunities for continuous learning, professional development, and career progression are abundant. We provide the necessary technology and support for remote employees to excel. Generous paid time off and a commitment to work-life balance are integral to our culture. Be part of a team that values innovation and client success.