Financial 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

Location: Mexico City, Mexico, MX

Posted Date: 11/9/2025