Senior Investment Analyst, Family Office, Public Markets, Houston, USA

CFA Institute; Ciudad de México; Presencial; MXN 2,381,000 - 2,748,000; Jornada completa

Descripción de la vacante

A financial services firm is seeking a Senior Investment Analyst based in Houston to analyze US small and mid-cap companies. The ideal candidate will have experience in investment analysis, equity valuation, and portfolio management, with proficiency in financial modelling. Bilingual fluency in English and Spanish is required. The compensation ranges from $130k to $150k annually.

Formación

• Experience in investments, equity valuation, risk assessment, and portfolio management.
• Bilingual fluency in English and Spanish is a MUST.

Responsabilidades

• Provide in-depth analysis of fundamental aspects of US mid-cap equities.
• Create financial models to estimate earnings and evaluate valuations indicators.
• Collaborate with portfolio managers to review investment strategies.
• Create comprehensive reports emphasizing market trends and financial well-being.

Conocimientos

Investment analysis

Equity valuation

Risk assessment

Portfolio management

Financial modelling

Analytical capabilities

Communication skills

Bilingual fluency (English and Spanish)

Educación

Bachelor's degree in finance, economy, or related field

Master's Degree, CFA, or CAIA (preferred)

Descripción del empleo

When you click apply, you will be redirected to the company's website. Please ensure you have completed the company's application process on their platform to fully apply.

About our client

Our client is an international multifamily office seeking a Senior Investment Analyst who can specialize in the analysis of US small and mid‑cap companies. You will play a crucial role in enhancing the portfolio performance and providing actionable insights to portfolio managers and clients. This position is based in Houston.

What the job involves

• Provide an in-depth analysis of fundamental aspects of US mid‑cap equities
• Create financial models to estimate earnings and evaluate valuations indicators, directly influencing investment decisions
• Work together with portfolio managers to review investment strategies and share updates on market trends
• Collaborate with company leadership and industry specialists to obtain knowledge and improve research quality
• Create comprehensive reports that emphasize market trends, competitive standing, and financial well‑being
• Review quarterly earnings reports and industry trends, producing insights that guide investment possibilities
• Create detailed reports and presentations for both internal and external stakeholders

Who we are looking for

• Experience in investments, equity valuation, risk assessment, and portfolio management
• Bachelor's degree in finance, economy, or related field
• Master's Degree, CFA, or CAIA (preferred)
• Superior skills in financial modelling and valuation techniques
• Solid analytical capabilities, communications kills and team proactive
• Bilingual fluency in English and Spanish is a MUST
• For Houston applicants, you must have American citizenship / residency or working visa prior to starting the recruitment process
• Compensation: US$130k - US$150k annually

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You will be redirected to the company's website - you must complete the application on their platform to apply.