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)
🏢 Reconocida empresa
📍 México