Analyst / Sr. Analyst / Associate Director - Funds and Asset Managers - Monterrey

Analyst / Sr. Analyst / Associate Director – Funds and Asset Managers – Monterrey / Colombia

FAM Latam team is currently seeking an Analyst or Sr. Analyst or Associate Director based out of our Monterrey or Bogota office.

The Funds and Asset Managers (FAM) team is a specialized group, focused on providing in-depth analysis and ratings for investment funds and asset management firms. The team evaluates a wide range of financial products, including mutual funds, ETFs, and private equity funds, assessing their performance, risk management, and overall stability. As a prospective candidate, you will join a team of experienced analysts and industry experts dedicated to delivering high-quality, objective insights that help investors make informed decisions. This role offers the chance to engage with top-tier asset managers, contribute to influential research, and develop your expertise in the financial services sector.

What We Offer:

• An opportunity to be a lead coverage analyst at a global rating agency.
• A team-oriented work environment.
• A career path and development opportunity.
• Fitch Ratings is a global company with a presence in over 30 countries, offering opportunities to work with diverse teams and clients from around the world.

We’ll Count on You To:

• Perform analysis of key quantitative and qualitative factors of companies in the Funds and Asset Management sectors;
• Maintain / develop financial models and reports;
• Participate in meetings with investment management teams;
• Help senior analysts / do and maintain ratings, prepare presentations for rating committees, do research and write reports, do surveillance on existing ratings;

What You Need to Have:

• Bachelor's degree;
• Strong analytical, quantitative, and organizational skills;
• Excellent written and verbal communication skills;
• Ability to shift fluidly between multiple projects as priorities change;
• Expertise and proficiency in Excel, including programing macros in VBA;
• Other programing languages (C++, RStudio, Python, etc.) is a plus;
• Mutual funds markets and/or pension funds experience a plus;
• CFA or FRM designation, or candidate, is a plus;
• Relevant experience, especially coverage or knowledge of investment sectors:
  • Analyst: 3 – 5 years.
  • Sr Analyst: 3 – 5 years.
  • Associate Director: 5 – 10 years.

What Would Make You Stand Out:

• A keen interest in mutual and pension fund industries, regulation and ESG focus;
• Solid financial market knowledge and analysis skills;
• Stay on top of relevant markets events / news and regulatory changes;
• Produce relevant, high quality, and timely accurate, research and reports.
• Strongly goal oriented, ability to deliver results on time, excellent team work, showing initiative and leadership skills, and ability to proactively and successfully interact with internal and external stakeholders.

Why Fitch?

At Fitch Group, the combined power of our global perspectives is what differentiates us. Our global network of colleagues comes together to accomplish things greater than they ever could alone.

Every team member is essential to our business and each perspective is critical to our success. We embrace a diverse culture that encourages a free exchange of ideas, guaranteeing your voice will be heard and your work will have an impact, regardless of seniority.

We are building incredible things at Fitch and we invite you to join us on our journey.

Fitch Group is a global leader in financial information services with operations in more than 30 countries. Wholly owned by the Hearst Corporation, we are comprised of three main businesses: Fitch Ratings | Fitch Solutions | Fitch Learning.

For more information please visit our websites:  

www.fitchratings.com | www.fitchsolutions.com | www.fitchlearning.com

Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch’s credibility and reputation, our employees must take every precaution to avoid conflicts of interests or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.

Fitch Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

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