Business Finance & Strategy Analyst

Vacante para la empresa Julius 2 Grow en Monterrey, Reciente León
The Opportunity
We're seeking a detail‑oriented Finance Operations Admin to support our growing portfolio of Repeatable Revenue Agreements. You'll work closely with our Head of Investments to manage our portfolio operations, deal execution, and capital tracking processes. This role offers unique exposure to alternative financing structures and the opportunity to build operational systems from the ground up.
Responsibilities
Portfolio Operations
Drive monthly investment servicing, including revenue reads and payment collections
Process investor distributions and maintain accurate records
Support portfolio performance reviews and reporting
Identify trends and insights across the portfolio
Deal Execution Assistance
Create and manage documentation for new investments
Track signatures and maintain organized document repositories
Support the development of deal marketing materials
Ensure smooth transaction processes from term sheet to funding
Capital Administration
Track capital calls and transactions
Assist with account reconciliation and management
Maintain accurate financial records
Support reporting requirements for investors
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Qualifications

• Experience managing complex systems and processes
• Strong attention to detail and organizational skills
• Excellent analytical capabilities with proficiency in Excel
• Effective written and verbal communication
• Ability to work independently while managing multiple priorities
• Interest in alternative finance and brick-and-mortar businesses
• 4-year degree preferred
• Experience in finance or fintech preferred

If you're passionate about building the operational foundation for a new asset class that empowers brick-and-mortar businesses, we'd love to connect.
Nível de educação deseada
Superior - titulado
Nível de experiência deseada
Nível Medio
Función departamental
Contabilidad / Finanzas
Industria
Servicios Financieros
Habilidades
Finance
investment servicing
payment collections
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