Senior Portfolio Manager
About the job
- At least 5 years of experience operating financial assets and managing liquid investments.
- Proficiency with trading systems, Bloomberg, advanced Excel, and analytical languages such as Python and SQL.
- Strong quantitative and financial analysis skills, including valuation models, projections, and risk-return optimization.
- Knowledge of local and international regulations applicable to investments.
- Ability to translate technical complexity into clear and reliable recommendations for clients.
- Experience with fixed income, foreign exchange, and derivatives is required.
- Define and manage investment strategies, including operating financial assets such as global equity and fixed-income instruments.
- Continuously improve the investment process and its technical architecture.
- Design risk-return optimization routines.
- Develop valuation models and build services with investment logic to support other company areas.
- Prepare written content on markets, economies, and finance at a high technical level.
- At least 4.5 years of experience managing assets exceeding US$1 billion.
About the company
Fintual is a digital investment platform in Chile and Mexico that helps people invest in mutual funds, ETFs, and stocks. It works by letting users sign up online, choose investment options, and let the platform manage and rebalance their portfolios for them in exchange for a small fee. The product is designed to be simple and low-cost, with a focus on a smooth online experience rather than traditional banks. Compared with other banks and investment platforms, Fintual emphasizes a low, transparent fee structure and a fully digital user experience, making it easier for individuals—especially young professionals—to start and grow their savings. The company's goal is to provide accessible wealth management and investment opportunities to more people in Latin America through affordable, digital financial services.
Company Size
N/A
Company Stage
Series B
Total Funding
$39.1M
Headquarters
Providencia, Chile
Founded
N/A
Simplify's Take
What believers are saying
- Fintual hit $1.8 billion AUM in February 2026, doubling within two years.
- Mexico client base reached 25,000 users and $84 million AUM by 2026.
- 2025 pension reform lowers entry barriers, enabling Fintual's AFP launch path.
What critics are saying
- Mexico profitability remains unfinished while competitors fight for the same affluent savers.
- Chile's AFP plan needs director approval and about $10,000 million in fresh capital.
- New pension rules still leave index-definition and regulatory execution risk through 2027.
What makes Fintual unique
- Chile's Fintual is already profitable, unlike Mexico's still-investing operation.
- Fintual broadened Mexico access from 3,000 to 12,000+ stocks and ETFs in 2026.
- Fintual is building an AFP platform, targeting Chile's 2027 pension reform opening.
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Benefits
Health Insurance
Stock Options
Paid Vacation
Parental Leave
Meal Benefits
Remote Work Options
Company News
The tech industry in Latin America is gaining international notice, particularly through Y Combinator's startup accelerator. This article offers a glimpse into the Latin American startups that have excelled within YC's program. From finance to education technology, these firms are actively influencing the region's economic trajectory and expanding their reach worldwide. We'll share the narratives of these companies, shedding light on their drives, innovations, and the persistent efforts that distinguish them in the tech sector.1. Rappi (Colombia)Founded in 2015 by three Colombian entrepreneurs, Rappi has become a significant player in the on-demand economy. The startup operates as a food delivery service and has expanded to become a super-app offering various services