Junior Analyst - Alternative Investment Research

AFORE COOPEL, S.A.; Ciudad de México; On-site; MXN 30,000 - 40,000; Full time

Job summary

A pension fund management company in Mexico City seeks a Junior Analyst for Alternative Investment Research. The role involves conducting due diligence, preparing investment analysis, and monitoring portfolio performance. Candidates should have 1-2 years of experience and advanced academic degrees such as CFA or CAIA. Excellent communication skills and a solid understanding of financial markets are essential. This position offers an opportunity to engage deeply in the investment cycle.

Qualifications

• 1-2 years of related experience in investment analysis.
• Excellent communication skills to articulate findings.
• Ability to understand and analyze financial statements.

Responsibilities

• Conduct due diligence and investment analysis on REIT/PE funds.
• Prepare research reports and supporting materials.
• Build and analyze complex financial models.
• Monitor assets throughout the investment cycle.
• Analyze performance of portfolio companies.

Skills

Verbal and written communication skills

Understanding of financial markets

Financial model analysis

Education

Advanced academic degrees (CFA, CAIA preferred)

Job description

Company Overview

Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at July 31, 2025, the company held close to US$ 28 billion in assets under management and more than 15 million customers. It offers one of the widest coverage service in the country, through more than 3,000 services modules, providing professional and comprehensive retirement advisory services. For more information: https://www.aforecoppel.com.

Responsibilities

We are looking for a highly motivated individual to join our team as Junior Analyst, Alternative Investment Research. The successful candidate will support the Senior Analyst/Associate and Portfolio Managers in all aspects of investment and asset management activities with a focus on due diligence and underwriting of investment opportunities as well as the ongoing analysis, monitoring and reporting of real estate/private equity funds. The person will have the opportunity to take on greater responsibility on planning research, and the typical duties include but are not limited to:

• Conduct due diligence and investment analysis on a specific set of REIT/PE funds across multiple industries;
• Prepare written research reports and supporting materials, as required;
• Build, update, and analyze complex financial models;
• Monitor the assets throughout the investment cycle from deal origination to exit, and ensure compliance with the investment agreement;
• Analyze ongoing performance of portfolio companies and report any deviations from the underwriting;

Key requirements

• Advanced academic degrees and professional designations (CFA, CAIA) preferred;
• 1-2 years of related experience;
• Excellent verbal and written communication skills;
• Sound understanding of financial markets and financial statements;