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 businessAdvanced understanding of financial statements, valuation and capital marketsFamiliarized with sector specific KPIsProficiency with Excel and analytical tools (Bloomberg, Fiscal.Ai, etc.)Strong analytical and communication skillsAbility to work independently, think critically, and learn fastEnrolled in or planning to pursue the CFA ProgramPreferred :
CFA Level II candidatesPrior exposure to finance through internships or previous work, self-study, or personal investingExperience with derivative strategiesBackground in finance, economics, accounting, engineering, or data-driven disciplines — not required, but a plusWe care more about mindset, curiosity, and drive than about formal degrees.
What We Value
Intellectual honesty and independent thinkingObsession with understanding how things workContinuous learning and improvementClear communication and respect for detailLocation
Condesa, CDMX
Compensation
Competitive salary based on experience and potential with performance bonusesFull-time position aligned with New York Stock Exchange trading daysTools and resources to support your growth (CFA materials, Bloomberg access, ChatGPT, Fiscal.Ai, etc.)Start Date
Q1 2026