Job Description

Join Grupo Vizion's Family Office!

Grupo Vizion was founded over 30 years ago in the heart of Mexico. The project started out as small chain of retail stores in Mexico City specializing in discount apparel and accessories. Since then it has grown into a large retail conglomerate with over 650 stores & 8,000 employees across all of Mexico. Our portfolio of brands include Waldo's, elecZion, Cafe Emir, and other smaller chains. In 2013 Grupo Vizion's founders decided to form a Family Office (FO) based in San Diego, CA. Since then the Family Office has expanded its offering and now provides an all encompassing platform focused on managing public securities, private equity, and real estate. In light of this brief introduction, we invite you to join our Family Office.

THE POSITION AVAILABLE IS FOR AN OPENING IN OUR NEW LAS VEGAS OFFICE. YOU WILL BE WORKING DIRECTLY WITH OUR SAN DIEGO & NEW YORK OFFICE.

As a Financial Analyst, your responsibilities will revolve around analyzing, creating, & managing a portfolio of investments in real estate, public securities, and private companies. We are looking to hire talent that can continue to grow and transcend within the family office or other lines of businesses.

Responsibilities:

• Analyze financial performance of individual investments & portfolios.
• Prepare monthly financial reports & exposure analysis for all investors.
• Daily portfolio monitoring, equity screenings, and individual stock analysis.
• Assist Family Office Executives with a Foreign Currency Hedging program.
• Prepare analysis and rebalance all portfolios quarterly.
• Prepare Monthly Net Wealth Reports for all investors.
• Assist in a treasurer role for all accounts under firm’s management.
• Assisting with the development of new and existing bank, broker, and custodian relationships.
• Liaison between our current banking relationships and our real estate team when bidding out a commercial mortgage.
• Shadow executives when trading equities, fixed income securities, derivatives, foreign currency, etc.

Qualifications:

• A minimum of a Bachelor’s Degree in Business, Finance, Economics, or any other business-related fields or on track to complete within the next year
• Bilingual in English and Spanish
• Substantial experience working with Microsoft Word, Excel, and PowerPoint (including experience with lookup functions, pivot tables, and macros)
• Strong written and verbal communications skills
• Ability to work independently and collaboratively
• Organization, accuracy, and strong attention to detail

Company Description

Private company as well as an investment group with a portfolio of businesses across different sectors: Retail, Manufacturing, and Construction. The business started in 1991 in Mexico City and has grown to 650+ retail stores spread across Mexico employing over 8,000+ employees.