Senior Analyst - Equity Research, Mexico

Afore Coppel
Mexico City (MX)
Jul 29, 2019
Aug 28, 2019
Industry Sector
Asset Owner
Employment Type
Full Time

Afore Coppel is a Mexican pension fund management company headquartered in Mexico City and established in 2006. It is a subsidiary of Coppel Capital, which is ultimately owned by Grupo Coppel. As at June 30, 2019, the company held close to US$ 12 billion in assets under management and 10 million customers. It offers one of the widest coverage service in the country, through more than 1,450 services modules, providing professional and comprehensive retirement advisory services. For more information:

Specific accountabilities
We are looking for a talented individual to join our team as Senior Analyst, Equity Research. The successful candidate will support the Associate Director and Portfolio Managers in all aspects of investment and asset management activities with a focus on bottom-up fundamental research on an assigned coverage universe as well as the ongoing analysis, monitoring and reporting of stocks/ETFs. The person will have the opportunity to play a relevant role into the investment decision making process and the typical duties include but are not limited to:

  • Perform fundamental research and in-depth analysis on a specific set of local/global stocks/ETFs across multiple industries.
  • Prepare written research reports and presentations, as required.
  • Recommend securities consistent with the investment strategies that will add value to portfolios.
  • Build, update and analyze financial models, and monitor market for opportunities among existing portfolio positions.
  • Monitor performance and risk of securities within the assigned sector.
  • Assist in the development of tools and processes to assess individual securities.
  • Maintain relationships with company management, sell-side analyst, and other key contacts to evaluate current and future company performance.
  • Attend conferences and corporate management meetings, if warranted.
  • Respond to inquiries from Equity PM, and participate in Investment Subcommittee.
  • Provide mentoring to junior analysts as and when required.

Key requirements

  • Advanced academic degrees and professional designations (CFA) 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;

Please include resume (and sample research is a plus) when applying for this role.
Please identify for which specific position you are applying and highlight your relevant industry experience.