Financial Investment Consultant

2 weeks ago


Chicago, Illinois, United States CrossBoundary Full time
Position Overview
CrossBoundary is seeking several full-time Investment Advisors to join our team in Latin America.

As a vital member of our transaction team, you will play a key role in driving impactful investment initiatives across Latin America and the Caribbean, while also contributing to the long-term growth of CrossBoundary in the region.

About CrossBoundary

Established in 2011, CrossBoundary is a purpose-driven investment firm dedicated to harnessing capital for sustainable development and robust returns in underserved markets. We specialize in transaction and investment advisory services, leveraging our expertise to stimulate investment across various sectors.

Our clients include governments, development finance institutions, private equity firms, Fortune 100 companies, and research organizations.

Key Responsibilities
  • Oversee the technical and operational execution of CrossBoundary's mandates in Latin America and the Caribbean.
  • Manage project performance and ensure comprehensive reporting of all project activities and outcomes to key stakeholders.
  • Facilitate investment processes, including:
    • Identifying and evaluating potential transactions.
    • Conducting thorough assessments of investment opportunities.
    • Performing macroeconomic, regulatory, and operational evaluations.
    • Providing sector analysis in priority investment areas.
    • Sourcing investors and managing diverse investor relationships.
    • Supporting complex transactions.
Qualifications

The ideal candidate will possess:

  • A minimum of 5 years of experience in top-tier banking, consulting, private equity, or related fields.
  • A Bachelor's degree is required; an MBA or advanced degree is highly preferred.
  • Experience in developing countries, particularly in Latin America.
  • Fluency in Spanish and English is essential; Portuguese is a plus if located in Brazil.
  • Demonstrated leadership capabilities in dynamic and complex environments.
  • Strong analytical skills with the ability to structure problems logically and implement effective solutions.
  • Excellent quantitative skills and the ability to apply analytical rigor to complex tasks.
  • Knowledge of corporate finance and familiarity with evaluation and valuation techniques.
  • Strong relationship-building skills with clients and colleagues in high-pressure situations.
  • Exceptional presentation skills and the ability to communicate effectively with diverse audiences.
  • Comfort with ambiguity and adaptability to changing contexts.
  • A willingness to work and reside in challenging environments.
  • Familiarity with the Latin American investment landscape and experience collaborating with various stakeholders.

If you are passionate about making a meaningful impact in frontier markets, we encourage you to consider this opportunity.



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