Portfolio Analyst

Description

Job Summary: We are seeking creative and visionary individuals to transform corporate finance across Latin America, solving high-impact challenges in a dynamic environment. Key Highlights: 1. Transform business finance with innovative technology 2. Work with AI for financial analysis and portfolio optimization 3. Join a team that fosters creativity and leadership 🚀 **Why work at Xepelin?** Xepelin is transforming corporate finance in Latin America with a *suite* of products that automate financial management and facilitate access to liquidity. With the goal of becoming the digital CFO for every business, it has developed financial technology that impacts the entire business ecosystem. Leveraging *data* obtained from the interaction of over 1M companies within its *network*, Xepelin has built a business intelligence system that provides visibility into financial indicators and risk assessments of collaborating networks—enabling faster and safer decision-making. **Our Principles: How We Operate** 🎯 We put our customers at the center ✨ We believe and inspire 🧡‍💼 We act as owners 🏅 We lead by example 🏆 We challenge ourselves to win 🧠 We take intelligent risks 🤖 We harness the power of technology **What Are We Looking For?** At Xepelin, we seek creative and visionary individuals who think outside the box to join our team. If you are passionate about solving interesting, high-impact challenges and want to be part of a dynamic environment transforming the financial industry, this opportunity is for you! If you’re motivated by the challenge of building innovative solutions in a rapidly changing environment, we want to meet you. Join us—let’s grow together! At Xepelin, we are committed to the Inclusion Law (Law No. 21.015), so we invite you to let us know if you require any accommodations to fully participate in our selection processes. ### **You’ll Have The Opportunity To…** * Work with databases to perform financial analyses. * Analyze the macroeconomic situation in Mexico and Chile. * Identify positive and negative trends within the network. * Use AI to build portfolios and optimize asset allocation. * Generate reports to monitor portfolio risk/return metrics. * Automate internal processes and collaborate across teams. ### **What Will Make You Successful?** * Degree in Civil Engineering, Business Administration, Economics, or related fields. * Knowledge of finance and macroeconomics. * Experience using AI platforms. * Proficiency in SQL or basic programming and data handling skills. * Proficiency in Microsoft Office. * Strong oral and written communication skills. ### **What Will Really Catch Our Attention…** * Experience in financial institutions (banks, lending fintechs, factoring companies, etc.) * Ideal understanding of the financial world to ensure agile onboarding. * Interest in the fintech industry. * Ability to creatively tackle problems. * Strong communication skills. #LI-MS1 **Our Benefits:** 🌴 **Xepelin Balance** **Vacation Days:** 15 business days. For each year completed at Xepelin, you receive one additional vacation day. **Balance Days:** 10 additional flexible days per year, to use however you like. **Flexible Benefits:** Monthly flexible points in your local currency to spend on anything you choose. 🚀 **Xepelin Performance & Career** **Training Platforms:** Partnerships with top-tier platforms such as Udemy and Google Cloud Skill Boost. **Welcome Kit:** Everything you need to begin your journey at Xepelin 😊 🧡 **Xepelin Cares** **Health Coverage:** Quality health provider agreements or reimbursements, depending on your country of residence. **Postnatal Leave:** An extra week of postnatal leave. We care about your time with family and loved ones! **Marriage Plus:** Elevate your plans with a gift card and extend your legal marriage leave by two additional days courtesy of Xepelin. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or evaluating responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by people. If you would like more information about how your data is processed, please contact us.