DescriptionAbout Afore Coppel
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 July 31st 2024 the company held close to US$ 24 billion in assets under management and 14 million customers. It offers one of the widest coverage service in the country through more than 3000 services modules providing professional and comprehensive retirement advisory services. For more information:.
Specific accountabilities
We are looking for a highly motivated individual to join our team as Junior Analyst Fixed Income Research. The successful candidate will support the Senior Analyst/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 take on greater responsibility for planning research and the typical duties include but are not limited to:
- Perform fundamental research and in-depth analysis on a specific set of local stocks/ETFs across multiple industries;
- Prepare written research reports and presentations as required;
- Build update and analyze financial models;
- 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;
Key requirements
- Advanced academic degrees and professional designations (CFA) preferred;
- 2 - 4 years of related experience;
- Excellent verbal and written communication skills;
- Sound understanding of financial markets and financial statements;
- Teamwork ability to work in a high-pressure and time-bound deliverable environment is a must-have;
If you are interested in this challenge please submit your application to
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.
Responsibilities- Llevar a cabo las actividades descritas en el check list a fin de llevar a cabo las frecuencias establecidas por la CONSAR
- Generar los reportes diarios de la Unidad de Administracin de Riesgos con la finalidad de cumplir lo indicado en la Normatividad
- Brindar soporte en las actividades mensuales trimestrales semestrales anuales y eventuales para cumplir las actividades descritas en los CheckList autorizados por la Direccin de Riesgos
- Apoyar a la Gerencia de Riesgos en las actividades de la Unidad de Administracin Integral de Riesgos a fin de cumplir con las actividades autorizadas por la Direccin de Riesgos
- Brindar soporte en el desarrollo de los procesos relacionados con la administracin del Riesgo Financiero para dar cumplimiento con la normatividad vigente
- Vigilar la documentacin y reportes de la Unidad de Administracin de Riesgos para cumplir con la normatividad vigente
- Dar seguimiento a los diversos tipos de Riesgos Financieros cuantificables para llevar a cabo la medicin as como la evaluacin de las posiciones de las Sociedades de Inversin que son operadas por AFORE Coppel
Qualifications- Entrega mensual de la presentacin de Comit
- Entrega mensual del acta de Comit
- Entrega mensual de informe de indicadores de riesgo
- Entrega trimestral del informe de riesgos operativos y de la Presentacin de Consejo del Administracin
Required Experience:
Senior IC