Investment Analyst

ABOUT THE ROLE
New Story creates market-based solutions to make land and home ownership possible for underserved families in Latin America. Through an innovative land-first approach, we transform unutilized land into thriving communities, reducing development timelines from 10+ years to 2 years.

As an Investment Analyst, you will join a fast-moving, high-performing team to support origination, evaluation, and monitoring of mission-aligned investments, reporting to the Investment Associate and collaborating with the Director of Investments. You will be responsible for financial modeling, market analysis, due diligence, and portfolio monitoring, and for supporting materials for investment committees and investors. You will work closely with team leads in Mexico City and the U.S.

WHAT YOU'LL DO

• Financial modeling: Build and maintain models (P&L, Cash Flow, Balance Sheet, valuation, scenarios, hedging) for affordable housing/land development projects.

• Underwriting & due diligence support: Assist senior team members with underwriting new fund investments and executing financial/commercial/technical diligence; synthesize findings into a strong investment case.

• Portfolio monitoring: Track operating and financial KPIs; prepare dashboards, variance analyses vs. plan, and value-creation proposals.

• Investment materials: Draft investment memoranda, executive presentations, and quarterly/annual investor updates.

• Market research: Analyze supply–demand, pricing, absorption, local regulations, costs, and LATAM trends; develop sector theses and comps.

• Process & data discipline: Improve templates, workflows, and controls (assumption versioning, data lineage, DD checklists, data rooms).

• Industry knowledge & network: Deepen sector knowledge and relationships to inform strategy and enhance diligence.

WHO YOU ARE

• 1–3 years of relevant experience in real estate, venture capital/private equity, investment banking, corporate/project finance, credit or impact investing.

• Exceptional real estate financial modeling and/or real-estate investment experience, including underwriting, land/project feasibility, pro-forma analysis, and sensitivities — experience in affordable housing or land development in Mexico is a strong plus.

• Strong financial modeling capabilities in Excel/Google Sheets (pivot tables, audit trails, scenarios, and sensitivity analysis).

• Solid understanding of financial statements, accounting, valuation methodologies, and capital structuring.

• Ability to translate complex financial and operational insights into executive-ready presentations and memos.

• Bilingual English–Spanish (written and spoken), able to work effectively with international investors and local partners.

• Bachelor's degree in Finance, Economics, Engineering, Business/Accounting, International Development, or related field; or equivalent experience with proven results.

REPORTING STRUCTURE

This role reports to our Investment Associate and collaborates closely with the Managing Director of Investments.

LOCATION, COMPENSATION, & TRAVEL

This is a hybrid role based in Mexico City, Mexico. Our annual salary for this role is $360,000 MXN (net salary).

Travel to project locations may be required (about 20% of the time) depending on phase and team needs. Flexibility and willingness to engage on-site with local teams and communities is important.

BENEFITS

Health & Wellness. We believe in thriving communities and that starts with our team being happy and healthy. New Story currently covers 100% of Employee-Only premium costs for Major Medical Health Insurance through AXA and Life Insurance through MAPFRE. New Story will also cover 60% of premium costs for a team member's dependents. Additionally, team members are provided a Flex Benefit Card with a monthly allowance of $1,000 MXN for supermarket, food, and wellness expenses.

Aguinaldo. Team members receive a federal mandated holiday bonus equivalent to 15 days of pay on or before December 20. This amount will be pro-rated for team members within their first year at New Story.

Vacation Premium. On the first (and subsequent) work anniversary, team members will be paid their annual vacation premium bonus equivalent to the number of vacation days allotted for the year at a rate of 25%. Team members enjoy a base of 12 vacation days per year.

Unlimited Vacation after the 1st Year. We believe you should have a flexible schedule that makes space for family, wellness, and fun. For the first 12 months, you'll have 12 days of PTO, 14 paid holidays, and YOUR birthday off. After year one, you can enjoy an unlimited vacation policy. This time off is paid at the regular base rate of pay.

Summer and Winter Breaks. We believe rest is critical to getting results. We intentionally pause as a whole company twice per year. Team members enjoy the first week of July and the week between December 24 and January 1.

5-Week Sabbatical after 5th Year. At the 5-year mark, we celebrate your hard work and dedication with a sabbatical. Team members take 5 weeks off fully paid to rest, recharge, and reflect.

Paid Parental Leave. Primary caregivers are given 12 weeks paid time off. Secondary caregivers are given 6 weeks paid time off.

Adoption Reimbursement. For families who are willing to adopt, thank you New Story will reimburse eligible team members up to $180,000 MXN for adoption related expenses.

Intentional Gatherings. As a remote team, we recognize how valuable and rejuvenating in-person time can be. Whether it's an all-company Team Summit, Fun Camp for fundraisers, or spontaneous department gatherings, we set aside budget to gather in-person to have fun, reflect, and plan together.

Improve Thru Learning. We believe in always learning and leveling up our skills. Whether it's paying for a conference, an online course, or books, an internal Hackathon, a Tea(m) Talk, or a lunch and learn, we invest in each team member so they can be the best at their craft.

Trips to the Field. It's amazing to meet the families we help and see the homes up close and personal. You'll get to visit the work first hand in either Mexico or El Salvador. Prioritization will vary by role.

ABOUT NEW STORY

New Story unleashes market forces to confront the global housing crisis. While traditional philanthropy and government subsidies cover only 20% of housing needs, New Story leverages private capital markets to create sustainable paths to land and home ownership for underserved families in Latin America.

Our land-first approach transforms unutilized land into thriving communities while helping families build generational wealth. We acquire and develop land, build families' creditworthiness, and unlock home financing opportunities—reducing typical development timelines from 10+ years to 2 years.

A Y Combinator graduate and four-time Fast Company "World's Most Innovative Company," New Story has created housing solutions across Mexico, El Salvador, Bolivia, and Haiti since 2014. Our team is based across the US and in Mexico City. Usually, you can find us drinking coffee or bubble tea and eating churros wherever we can find them.

ABOUT OUR CULTURE

Culture is #1 for us. We invest significant time, focus, and resources to building the best environment possible. Why? Over the course of the year we spend a large chunk of our time at work. So at New Story, we want our team to find fulfillment, autonomy, mastery, and joy at work. A workplace where you can bring your whole self.

At New Story, you can expect to find a culture that reflects our values:

Courage to Pioneer. Through learning, innovation, and iteration, we create transformative solutions and unlock new opportunities for underserved families

Humble Pursuit Of Excellence. We focus on the quality of our inputs, building strong personal habits and systems, and bringing our best every day.

Extreme Ownership. We take full responsibility for our commitments, tackle challenges proactively, and own outcomes with resilience.

Detailed Customer Obsession. We relentlessly seek to understand customer needs and desires, listening with curiosity and learning from feedback to improve.

Building Together // Construimos Juntos. We are committed to each other's success and well-being, knowing that when one succeeds, the entire team wins.

A WELCOMING PLACE FOR ALL

New Story strives to nurture a welcoming culture of shared values and radical candor for everyone. We welcome all applicants, regardless of background, to submit an application. Black, Indigenous, and people of color are especially encouraged to apply We know we will only succeed if we have a team who brings a wide variety of perspectives and backgrounds.

As an equal opportunity employer, our hiring decisions are based solely on qualifications, merit, and business needs at the time of hire. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization.