Associate - BD, Private Equity Structuring and Analytics

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

StepStone Mexico is looking for a driven, analytical, insightful individual that can work independently and has flexibility to complete projects based on urgency and/or deadline. The person should be fluent in English and Spanish, have a solid understanding of investment, private equity markets, Mexican private market structures (CERPIs/CKDs) and capital markets, as well as strong financial modeling skills, research capabilities and writing and translation skills. Primary responsibilities include:

• Research local investments and investor markets to find opportunities for business development.
• Participate in the structuring of private market investments (private equity, real estate, infrastructure, and private debt) through publicly listed vehicles tailored to the needs of specific investors.
  • For instance, participate in the securitization of private debt access including complex financial modeling, which may include SWAPs, and negotiate and interact with local credit rating agencies.
• Elaborate investor presentations and marketing decks.
• Build complex financial models to forecast returns to investors and product economics.
• Complete RFPs, DDQs and RFIs on an as needed basis.
• Review private and public offering documents and legal agreements (Mexican trusts, IMAs, LPAs, etc.).
• Translate financial information and investment summaries from English to Spanish and vice versa.
• Participate in client pitches and presentations.
• Become proficient in current vehicles/offerings and interact with third-party providers of such vehicles to solve and/or answer issues/questions.
• Update pipeline on Salesforce (no experience needed)

Qualifications

• Bachelor’s degree in engineering, finance, accounting, economics, or business preferred.
• MBA, CFA, or masters degree desired / CAIA and other certifications will be considered.
• 3 - 5 years of related financial services experience required in investment banking, M&A origination and execution or corporate finance.
• Strong understanding of CERPIs, CKDs, securitizations, mutual funds, and other publicly listed vehicles.
• Strong written and verbal communication skills in English and Spanish (writing sample required).
• Strong financial modeling skills (sample model required).
• Strong research skills (case study required).
• Follow up skills and acute attention to accuracy and detail are essential.
• Highly motivated individual with demonstrated initiative, independence and adaptability, teamwork and leadership skills that prefers to work in a collegial environment.
• Significant experience with Microsoft Excel and Power Point.
• Demonstrated ability to multi-task and manage time in a detail-oriented environment.
• Individual must handle himself/herself in a professional and mature way and must be capable to generate rapport with his/her teammates, third-party providers, and clients.
• Strong sense of honesty and transparency, focusing on our clients’ requirements and objectives; therefore, he/she will act and think as a fiduciary in every instance.

About us

Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint. As people are our biggest asset, we offer resources to help our employees reach their full potential. Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.

Join us

When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.

StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.

Benefits

We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.

Disclaimer / Policy Statements

*At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion. *

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Developing People at StepStone

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