Senior Analyst Alternative Investment Research (Xico) (San Miguel Zinacantepec)

Position Overview

Senior Analyst, Alternative Investment Research

We are looking for a talented individual to join our team as Senior Analyst, Alternative Investment Research. The successful candidate will support the Associate/Associate Director and Portfolio Managers in all aspects of investment and asset management activities with a focus on due diligence and underwriting of investment opportunities as well as the ongoing analysis, monitoring and reporting of real estate/private equity funds.

Key Responsibilities

• Conduct due diligence and investment analysis on a specific set of REIT/PE funds across multiple industries.
• Prepare written research reports and supporting materials, as required.
• Evaluate all aspects of the transactions with the GP(s) to ensure the investment thesis is sound.
• Model multiple scenarios to assess potential impacts of negative/positive outcomes.
• Build, update, and analyze complex financial models.
• Monitor the assets throughout the investment cycle from deal origination to exit, and ensure compliance with the investment agreement.
• Analyze ongoing performance of portfolio companies and report any deviations from the underwriting.
• Visit companies and/or properties, if warranted.
• Respond to inquiries from Alternative Investment PM, and participate in Investment Subcommittee.
• Provide mentoring to Junior Analyst as and when required.

Key Requirements

• Advanced academic degrees and professional designations (CFA, CAIA) preferred.
• 2-4 years of related experience.
• Excellent verbal and written communication skills.
• Strong financial modeling, analytical and organization skills.
• Strict personal integrity and work ethic, and ability to complete tasks in a timely fashion without direct supervision.