**Investment & Operations Manager**:
**Location**:Guadalajara, Mexico
**Work Mode**:On-site
**Industry**:Multi-Family Office | Real Estate & Financial Investments
**Position Overview**
We are seeking a young, high-potential professional with a strong financial and analytical foundation to support the operational and financial management of real estate and financial investment portfolios within a Multi-Family Office.
**Required Experience**
- **Minimum 2 years of experience**in one or more of the following areas:
- Financial investments
- Asset Management / Property Management
- Financial or business consulting
- Family Office, Private Equity, Real Estate, Wealth Management, or Investment Funds- Proven experience supporting:
- Financial and business analysis
- Preparation of reports for clients or investors
- Operational follow-up of assets or investment projects **Education**
Bachelor's degree in:
- Finance
- Business Administration
- Economics
- Real Estate
- Industrial Engineering or related fields
Additional courses or certifications in finance, real estate, financial analysis, or data analytics are a plus.
**Key Technical Skills**
**Advanced Excel (mandatory)**:
- Pivot tables
- Financial formulas
- Data analysis
- Basic investment models
**Power BI / Dashboards**:
- Dashboard creation and interpretation
- Visualization of financial and operational KPIs
**Business & Financial Analysis**:
- Monitoring financial performance
- Profitability, occupancy, cost, and risk metrics
**Client Reporting**:
- Executive-level presentations
- Clear, structured financial reports
**Presentation Tools**:
- PowerPoint and Canva for investor and client presentations
**Basic Marketing Knowledge**:
- Commercial materials
- Pitch decks
- Flyers and brand positioning support
**Languages**
**Advanced English (mandatory)**:
- Ability to participate in meetings
- Prepare reports and presentations in English
**Soft Skills (Critical)**
- Strong analytical skills and attention to detail
- Excellent organizational and multitasking abilities
- Clear, professional communication with high-net-worth clients
- Proactive mindset and strong willingness to learn
- Structured thinking and results-oriented approach
- High level of discretion and confidentiality
- Ability to work with multiple stakeholders (lawyers, accountants, brokers)
**Nice to Have (Not Mandatory)**
- Previous experience in a Family Office or private wealth environment
- Knowledge of the real estate sector (industrial, commercial, or residential)
- Interest in investments and financial markets
- Basic experience in sales or commercial roles
- Availability to travel occasionally to the U.S. (Texas)
**Idóneo Personality Profile**
- Young, ambitious professional eager to grow
- Strong analytical mindset combined with operational execution
- Comfortable working with both numbers and executive presentations
- Client-oriented and detail-driven
- Seeking a long-term position with high learning exposure and direct involvement in real investment portfolios
**Evaluations**
- Technical assessment:
- Advanced Excel
- Financial analysis
- Logical reasoning and structured thinking