Location: Guadalajara, Mexico
Work Mode: On-site
Industry: Multi-Family Office | Real Estate & Financial Investments
Position Overview
We are seeking a young, high-potential professional with a strong financial and analytical foundation to support the operational and financial management of real estate and financial investment portfolios within a Multi-Family Office.
This role will actively participate in business analysis, investor and client reporting, asset coordination, and the development of commercial and marketing materials. The ideal candidate is highly structured, detail-oriented, eager to learn, and proficient in Excel, with strong exposure to investment operations and client-facing deliverables.
Required Experience
Education
Bachelor’s degree in:
Additional courses or certifications in finance, real estate, financial analysis, or data analytics are a plus.
Key Technical Skills
Advanced Excel (mandatory):
Pivot tables
Financial formulas
Data analysis
Basic investment models
Power BI / Dashboards:
Business & Financial Analysis:
Monitoring financial performance
Profitability, occupancy, cost, and risk metrics
Client Reporting:
Presentation Tools:
Basic Marketing Knowledge:
Languages
Advanced English (mandatory):
Soft Skills (Critical)
Strong analytical skills and attention to detail
Excellent organizational and multitasking abilities
Clear, professional communication with high-net-worth clients
Proactive mindset and strong willingness to learn
Structured thinking and results-oriented approach
High level of discretion and confidentiality
Ability to work with multiple stakeholders (lawyers, accountants, brokers)
Nice to Have (Not Mandatory)
Previous experience in a Family Office or private wealth environment
Knowledge of the real estate sector (industrial, commercial, or residential)
Interest in investments and financial markets
Basic experience in sales or commercial roles
Availability to travel occasionally to the U.S. (Texas)
Ideal Personality Profile
Young, ambitious professional eager to grow
Strong analytical mindset combined with operational execution
Comfortable working with both numbers and executive presentations
Client-oriented and detail-driven
Seeking a long-term position with high learning exposure and direct involvement in real investment portfolios
Evaluations
