About the Firm

The firm is a private equity fund manager focused on value-creation opportunities.

The Role

As an Investment Analyst, you will work directly with the senior investment team across the full lifecycle of a transaction, from building the financial models that underpin investment decisions to contributing to the memoranda presented to the Investment Committee.

Key Responsibilities

Investment Analysis & Financial Modeling

- Build and maintain financial models (three-statement, DCF) to evaluate investment opportunities and assess potential returns.
- Update financial models to reflect evolving market conditions and asset performance.
- Conduct industry, market, and competitive research to support investment theses.

Deal Execution & Due Diligence

- Actively contribute to due diligence processes for prospective investments, coordinating third-party evaluations where applicable.
- Prepare investment memoranda for presentation to the Investment Committee and external stakeholders.

Asset Management, Reporting & Investment Thinking

- Prepare asset management reports and materials,



including performance summaries, strategic plans, and investor updates.
- Track the fund’s financial information and support GP-LP compliance, including distributions, reporting obligations, and regulatory adherence.

Additional Responsibilities

- Conduct ad hoc and specialized analyses as requested by senior team members.

Qualifications

- 1–2 years of relevant experience in investment banking, private equity, or a related analytical role.
- Demonstrated financial modeling experience, including the ability to build models from first principles.
- Bachelor’s degree in Economics, Finance, Engineering, or a related field.
- Advanced proficiency in Microsoft Excel, including building, auditing, and optimizing complex financial models.
- Strong written and verbal communication skills.
- Detail-oriented approach with strong organizational discipline to manage multiple priorities concurrently.
- Ability to thrive in a fast-paced, dynamic environment.

📌 Investment Analyst - PE (México)
🏢 Empresa Confidencial
📍 México