Financial Profiles – INICIA- Asset Management

We are seeking financial profiles to join INICIA, a private asset management firm that partners with unique managers focused on the Northern Latin American region, aiming to capture long-term value for investors, partners, and associates. What are we looking for? Junior Analyst: 1–2 years of experience in financial analysis, consulting, or related fields Analyst: 2–4 years of experience in similar roles Senior Analyst: 4–6 years of experience demonstrating leadership in complex projects Associate: 6–10 years of experience leading teams and managing complex strategic initiatives Key Responsibilities: Support the development of financial models and investment analyses.

Perform company valuations and financial analysis. Analyze financial statements and operational performance of portfolio companies. Conduct industry, market, and macroeconomic research. Assist in preparing investment materials, reports, and presentations. Participate in due diligence processes and support transaction execution.

Identify opportunities for value creation and operational improvement. Collaborate with multidisciplinary teams across investment, strategy, and operations. Monitor portfolio performance and track key financial and operational metrics.

Requirements

Bachelor’s degree in Finance, Economics, Engineering, or related fields Master’s degree in Finance or MBA (preferred) CFA, FMVA, or any other relevant certification in finance, valuation, or private equity acquisitions (preferred) Experience in financial analysis, valuation, or investment processes Advanced proficiency in Excel (financial modeling) and Power BI Basic knowledge of data analysis tools (e.

g., SQL or Tableau) Familiarity with financial data platforms