Investment Analyst

ABOUT THE ROLE New Story creates market-based solutions to make land and home ownership possible for underserved families in Latin America. Through an innovative land-first approach, we transform unutilized land into thriving communities, reducing development timelines from 10+ years to 2 years. As an Investment Analyst, you will join a fast-moving, high-performing team to support origination, evaluation, and monitoring of mission-aligned investments, reporting to the Investment Associate and collaborating with the Director of Investments. You will be responsible for financial modeling, market analysis, due diligence, and portfolio monitoring, and for supporting materials for investment committees and investors. You will work closely with team leads in Mexico City and the U.S.

• WHAT YOU'LL DO
• Financial modeling: Build and maintain models (P&L, Cash Flow, Balance Sheet, valuation, scenarios, hedging) for affordable housing/land development projects.
• Underwriting & due diligence support: Assist senior team members with underwriting new fund investments and executing financial/commercial/technical diligence; synthesize findings into a strong investment case.
• Portfolio monitoring: Track operating and financial KPIs; prepare dashboards, variance analyses vs. plan, and value-creation proposals.
• Investment materials: Draft investment memoranda, executive presentations, and quarterly/annual investor updates.
• Market research: Analyze supply–demand, pricing, absorption, local regulations, costs, and LATAM trends; develop sector theses and comps.
• Process & data discipline: Improve templates, workflows, and controls (assumption versioning, data lineage, DD checklists, data rooms).
• Industry knowledge & network: Deepen sector knowledge and relationships to inform strategy and enhance diligence.
• WHO YOU ARE
• 1–3 years of relevant experience in real estate, venture capital/private equity, investment banking, corporate/project finance, credit or impact investing.
• Exceptional real estate financial modeling and/or real-estate investment experience , including underwriting, land/project feasibility, pro-forma analysis, and sensitivities — experience in affordable housing or land development in Mexico is a strong plus.
• Strong financial modeling capabilities in Excel/Google Sheets (pivot tables, audit trails, scenarios, and sensitivity analysis).
• Solid understanding of financial statements, accounting, valuation methodologies, and capital structuring.
• Ability to translate complex financial and operational insights into executive-ready presentations and memos.
• Bilingual English–Spanish (written and spoken), able to work effectively with international investors and local partners.
• Bachelor’s degree in Finance, Economics, Engineering, Business/Accounting, International Development, or related field; or equivalent experience with proven results.

REPORTING STRUCTURE This role reports to our Investment Associate and collaborates closely with the Managing Director of Investments. LOCATION, COMPENSATION, & TRAVEL This is a hybrid role based in Mexico City, Mexico. Our annual salary for this role is $360,000 MXN (net salary). Travel to project locations may be required (about 20% of the time) depending on phase and team needs. Flexibility and willingness to engage on-site with local teams and communities is important. BENEFITS Health & Wellness. We believe in thriving communities and that starts with our team being happy and healthy. New Story currently covers 100% of Employee-Only premium costs for Major Medical Health Insurance through AXA and Life Insurance through MAPFRE. New Story will also cover 60% of premium costs for a team member's dependents. Additionally, team members are provided a Flex Benefit Card with a monthly allowance of $1,000 MXN for supermarket, food, and wellness expenses. Aguinaldo. Team members receive a federal mandated holiday bonus equivalent to 15 days of pay on or before December 20. This amount will be pro-rated for team members within their first year at New Story. Vacation Premium. On the first (and subsequent) work anniversary, team members will be paid their annual vacation premium bonus equivalent to the number of vacation days allotted for the year at a rate of 25%. Team members enjoy a base of 12 vacation days per year. Unlimited Vacation after the 1st Year. We believe you should have a flexible schedule that makes space for family, wellness, and fun. For the first 12 months, you'll have 12 days of PTO, 14 paid holidays, and YOUR birthday off. After year one, you can enjoy an unlimited vacation policy. This time off is paid at the regular base rate of pay. Summer and Winter Breaks. We believe rest is critical to getting results. We int