Senior Investment Analyst, Family Office, Public Markets, Houston, USA | Mexico City, MX

PER, Private Equity Recruitment; Ciudad de México; Presencial; MXN 2,441,000 - 2,818,000; Jornada completa

Descripción de la vacante

A leading recruitment firm in private equity is seeking a Senior Investment Analyst to enhance portfolio performance by analyzing US small and mid-cap companies. The role involves generating investment insights and requires strong analytical and communication skills. Candidates must have expertise in financial modeling and be bilingual in English and Spanish. This position is based in Houston.

Formación

• Experience in investments, equity valuation, risk assessment, and portfolio management.
• Strong skills in financial modeling and valuation techniques.
• Excellent analytical, communication, and team skills.

Responsabilidades

• Providing in-depth analysis of US mid-cap equities' fundamentals.
• Creating financial models to estimate earnings and evaluate valuation indicators.
• Collaborating with portfolio managers to review strategies and market trends.
• Preparing comprehensive reports on market trends and financial health.

Conocimientos

Investment analysis

Equity valuation

Risk assessment

Financial modeling

Bilingual in English and Spanish

Educación

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

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

Descripción del empleo

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

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 with expertise in analyzing US small and mid-cap companies. The role involves enhancing portfolio performance and providing actionable insights to portfolio managers and clients. The position is based in Houston.

What the job involves

• Providing in-depth analysis of US mid-cap equities' fundamentals
• Creating financial models to estimate earnings and evaluate valuation indicators, influencing investment decisions
• Collaborating with portfolio managers to review strategies and market trends
• Working with company leadership and industry experts to improve research quality
• Preparing comprehensive reports on market trends, competitive positioning, and financial health
• Reviewing quarterly earnings and industry trends to generate investment insights
• Developing detailed reports and presentations for stakeholders

Who we are looking for

• Experience in investments, equity valuation, risk assessment, and portfolio management
• Bachelor's degree in finance, economics, or related field
• Master's Degree, CFA, or CAIA (preferred)
• Strong skills in financial modeling and valuation techniques
• Excellent analytical, communication, and team skills
• Bilingual fluency in English and Spanish is required
• For Houston applicants, must have US citizenship, residency, or a valid work visa prior to starting

Compensation: US$130k - US$150k annually

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

We are the leading retained search and recruitment specialists for private markets professionals, covering various investment strategies.

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