Investment Pipeline Assistant

Symbiotics is looking for a dedicated professional who will support its current investment pipeline team in the region in all tasks related to its operations. In particular, he/she will be supporting prospection, processing investment proposals and transactions as well as carrying out other support tasks related to reporting. The position will work closely with the regional pipeline managers. He/she will be based in Symbiotics' Regional Office in Mexico City with reporting line to the Regional Manager.

Tasks and Responsibilities:

  • Assist Pipeline Managers in preparing financial transactions with the investees and partner institutions (Term Sheets for transactions, etc.).
  • Process and administrate investment opportunities (post investment opportunities to the Broker List in the internal system, process and follow up the validation process).
  • Prepare, process and monitor transactions (support transactions by posting them for clients, informing funds of investment proposals and coordinating them with analysts).
  • Ensure the consistency of the Investment information published and proposed to clients, and update on an ongoing basis according to the latest discussions.
  • Support tasks related to reporting (preparing regular and ad-hoc reports, presentations and fact sheets; tracking covenants and specific conditions that have been approved by the funds).
  • Contribute to market research and sector analysis.

About this Opportunity

Mexico City, Mexico
Date Posted
Closing Date
Home-based work