Investments & Finance Lead: Build an Investment Function from Zero
Worldwide
We're hiring a senior finance professional to build and run the investment and finance function for a founder's group of companies, managing an international real-estate-backed credit portfolio. This is a build role, not an operate role. There is no finance team, no accounting system, no processes. You design and stand up the entire function. The founder knows the territory well (deal structuring, international tax, cross-border transactions) and will share what he knows. He sets vision and strategy; you own everything in between. 💼Phase 1: What you'll deliver ◾Take over, formalize, and monitor the existing portfolio; manage debtors and positions ◾Build monitoring and reporting systems: accounting/ERP selection and setup, chart of accounts, entity-level consolidation, management reporting by vertical ◾Deliver one decision-ready monthly group report: cash, P&L by vertical, AUM and yield, redeployment pipeline, FX exposure ◾Underwriting, risk analysis, structuring, and negotiation support on new deals ◾Deal sourcing in Latin America including recruiting and managing a business developer for cold outreach ◾FX exposure monitoring; counterparty due diligence, AML, and source-of-funds discipline ◾Design the investment committee and delegated-authority framework 💼Phase 2: Full finance (progressively): ◾Banking relationships, treasury and liquidity management, compliance and legal administration across jurisdictions, external accountant/auditor management, and building an operational finance team. ◾The investment context: The portfolio targets double-digit EUR yields through real-estate-backed mezzanine and bridge lending in emerging markets. Part is already deployed, with a specialist partner team handling technical underwriting in that market, they will mentor and coach you. Core forward markets (Brazil, Colombia) are built from zero. 🎯Must-haves ◾Finance-literate: comfortable with underwriting, risk, and structured-credit concepts, or able to absorb them fast under mentorship ◾Deal instinct: a nose for sourcing, structuring, and negotiating. A pure analyst without this will not work ◾Evidence of having built or closed something: a deal sourced/structured/closed, or a function stood up from zero. ◾Self-starting, decisive, operates in ambiguity, tells the truth upward ◾Spanish native, English B2+. Portuguese is a real advantage ◾Genuinely fluent with AI and automation tools, building systems, not just using them To apply please start your application with the word "Estate".
- More than 30 hrs/weekHourly
- 6+ monthsDuration
- IntermediateExperience Level
$15.00
-
$25.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:5 to 10
- Last viewed by client:2 days ago
- Interviewing:1
- Invites sent:1
- Unanswered invites:1
About the client
- ArgentinaBuenos Aires6:02 PM
- $2.2K total spent8 hires, 4 active
- 330 hours
- Retail & Consumer GoodsSmall company (2-9 people)
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by