Inicio Inmediato! Financial Analysis Analyst...

About Summit Management Summit Management is a private hedge fund with a strong track record of performance since its inception in 2018. We invest in public equities and derivatives with a long-term, fundamentals-driven philosophy. Our research combines deep business analysis with quantitative discipline and independent thinking.

The Role

We’re looking for a Finance Analyst to join our research and investment team full-time. This role is ideal for someone who is passionate about finance, understands valuation theory, and wants to grow into an advanced professional investor.

You’ll work closely with the investment team on :

Understanding business models and analyzing companies from first principles

Building and maintaining DCF models , tracking company updates and earnings results

Following market news, management interviews, and industry trends

Performing comparable and industry analysis to identify key dynamics and peers

Refining your understanding of what makes a great business

Develop investment idea process

This is a hands-on, high-responsibility role - you’ll learn directly from experienced portfolio managers and analysts, and contribute from day one.

What We’re Looking For

Required :

Deep curiosity about finance, investing, and business

Advanced understanding of financial statements, valuation and capital markets

Familiarized with sector specific KPIs

Proficiency with Excel and analytical tools (Bloomberg, Fiscal.Ai, etc.)

Strong analytical and communication skills

Ability to work independently, think critically, and learn fast

Enrolled in or planning to pursue the CFA Program

Preferred :

CFA Level II candidates

Prior exposure to finance through internships or previous work, self-study, or personal investing

Experience with derivative strategies

Background in finance, economics, accounting, engineering, or data-driven disciplines — not required, but a plus

We care more about mindset, curiosity, and drive than about formal degrees.

What We Value

Intellectual honesty and independent thinking

Obsession with understanding how things work

Continuous learning and improvement

Clear communication and respect for detail

Location

Condesa, CDMX

Compensation

Competitive salary based on experience and potential with performance bonuses

Full-time position aligned with New York Stock Exchange trading days

Tools and resources to support your growth (CFA materials, Bloomberg access, ChatGPT, Fiscal.Ai, etc.)

Start Date

Q1 2026