Investment Associate
New Story Charity
ABOUT THE ROLE
At New Story, we pioneer solutions to end the global housing crisis by empowering families to become land and homeowners in thriving communities.
We work with philanthropists, impact investors, financial institutions, and key players in the housing ecosystem worldwide to create sustainable housing solutions for low-income families across Latin America. This empowers families to be active participants in a market where they can afford the housing they want. And as we all know, a safe home changes everything.
WHAT YOU'LL DO
Evaluate New Story's potential investments (business plan screening, desk reviews, field analysis, financial modeling, valuations) and assist in deal execution
Financial modeling: P&L, Cash Flow, Balance Sheet, Valuation, Hedging
Support the managing and monitoring of New Story's portfolio
Perform independent analysis on investment performance, evaluate options and make recommendations
Develop presentations, reports, and conduct independent analysis relating to potential new investments and portfolio
Deepen industry knowledge and contacts to help drive investment strategy and effectively conduct due diligence
WHO YOU ARE
At least 5 years of work experience in investment banking, corporate finance, equity research, management consulting, private equity, or venture capital
Demonstrated interest in Affordable Housing
Financial modeling
Exceptional knowledge of, and experience with Microsoft Excel and PowerPoint
Strong understanding of financial reports, financial analysis, accounting techniques and valuations
Fluency in Spanish and English required
It's a plus if you have: Background in real estate and affordable housing
BENEFITS
Health & Wellness. We believe in thriving communities and that starts with our team being happy and healthy. New Story currently covers 100% of premium costs for Major Medical Health Insurance plan through AXA and Life Insurance through MAPFRE for Employee-Only coverage. 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 supermarkets, food, gas, education, 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 Time Off after the 1st Year. After year one, MX team members have access to an unlimited time off policy. This time off is paid at the regular base rate of pay.
Paid Parental Leave. Primary caregivers are given 12 weeks paid time off. Secondary caregivers are given 6 weeks paid time off.
Adoption Reimbursement. For families who are willing to adopt, thank you! New Story will reimburse eligible team members up to $180,000 MXN for adoption related expenses.
5-Week Sabbatical after the 5th Year. The 5-year mark is an incredible milestone, as well as a great time to reflect, unplug, and enjoy some time off. Team members' celebrating their 5-year anniversary are given 5-weeks off with pay.
Intentional Gatherings. As a remote team, we recognize how valuable and rejuvenating in-person time can be. Whether it’s an all-company Team Summit, Fun Camp for fundraisers, or spontaneous department gatherings, we set aside budget to gather in-person to have fun, reflect, and plan together.
Improve Thru Learning. We believe in always learning and leveling up our skills. Whether it's paying for a conference, an online course, or books, an internal Hackathon, a Tea(m) Talk, or a lunch and learn, we invest in each team member so they can be the best at their craft.
Trips to the Field. It’s amazing to meet the families we help and see the homes up close and personal. You'll get to visit the work first hand in either Mexico or El Salvador. Prioritization will vary by role.
REPORTING STRUCTURE
This is an individual contributor role that reports to the Managing Director of Investments .
LOCATION & COMPENSATION
We are prioritizing candidates in Mexico City, Mexico. Our offer will be commensurate with experience and location.
ABOUT NEW STORY
We pioneer solutions to end global homelessness. We work with local organizations around the world to build successful, thriving communities, and we are fully committed to researching and developing new ways of building better and faster. Since New Story started in 2014, we have built over 38 communities across 4 countries resulting in over 14,000 lives impacted through safe housing.
We’re a vibrant and energetic team based in Atlanta and Mexico City. Usually, you can find us drinking coffee or bubble tea and eating churros wherever we can find them.
ABOUT OUR CULTURE
Culture is #1 for us. We invest significant time, focus, and resources to building the best environment possible. Why? Over the course of the year we spend a large chunk of our time at work. So at New Story, we want our team to find fulfillment, autonomy, mastery, and joy at work. A workplace where you can bring your whole self.
At New Story, you can expect to find a culture that reflects our values:
Humble Pursuit Of Excellence. A combination of personal humility and intense professional will.
Express Gratitude and Empathy. How would you like to be treated? That’s how we strive to treat others. Always go above and beyond to do for others what you'd like them to do for you.
Improve Through Learning and Feedback. Learn why something worked or didn't work, then implement the learning into future actions.
Team of Founders. An extreme ownership mindset where you see a problem, take action, and go above and beyond to help the team.
Think Big, Breakdown, and Execute. Set big measurable goals, formulate a plan, then execute the plan with relentless focus.
Simplify. Do more with less. This applies to everything: marketing, design, team meetings, writing, operations, and beyond.
A WELCOMING PLACE FOR ALL
New Story strives to nurture a welcoming culture of shared values and radical candor for everyone. We welcome all applicants, regardless of background, to submit an application. Black, Indigenous, and people of color are especially encouraged to apply! We know we will only succeed if we have a team who brings a wide variety of perspectives and backgrounds.
As an equal opportunity employer, our hiring decisions are based solely on qualifications, merit, and business needs at the time of hire. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization.