Senior Analyst Alternative Investment Research

Hace 3 días

Ciudad de México, Ciudad de México Afore Coppel Jornada completa

We are looking for a talented individual to join our team as Senior Analyst, Alternative Investment Research. The successful candidate will support the Associate/Associate Director 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 play a relevant role into the investment decision making process, 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;
  • Evaluate all aspects of the transactions with the GP(s) to ensure the investment thesis is sound;
  • Model multiple scenarios to assess potential impacts of negative/positive outcomes;
  • 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 portfolios companies and report any deviations from the underwriting;
  • Visit companies and/or properties, if warranted;
  • Respond to inquiries from Alternative Investment PM, and participate in Investment Subcommittee;
  • Provide mentoring to Junior Analyst as and when required;

Key requirements

  • Advanced academic degrees and professional designations (CFA, CAIA) preferred;
  • 2-4 years of related experience;
  • Excellent verbal and written communication skills;
  • Strong financial modeling, analytical and organization skills;
  • Strict personal integrity and work ethic, and ability to complete tasks in a timely fashion without direct supervision;