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.

This role will actively participate in business analysis, investor and client reporting, asset coordination, and the development of commercial and marketing materials. The idóneo candidate is highly structured, detail-oriented, eager to learn, and proficient in Excel, with strong exposure to investment operations and client-facing deliverables.

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)

Ideal 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

📌 Investment & Operations Manager (México)
🏢 CobaltoTalent
📍 México