ESG Credit & Equities - Associate
About Moneda Patria Investments:
Moneda Patria Investments is an independent asset management firm with 25 years of experience, over USD 9 billion in assets under management, and a regional focus on Latin America. We follow a long-term, fundamentals-based investment philosophy, supported by a dedicated investment team of 38 professionals. We have a presence in three countries, with our headquarters in Chile and offices in Argentina and New York. Our clients include pension funds, sovereign wealth funds, life insurance companies, family offices, high-net-worth individuals (HNWIs), and other institutional investors. We invest in companies across their capital structure, seeking highly attractive investment opportunities throughout the region with a country-agnostic approach across both equity and credit markets.
This position will be based in our Santiago, Chile office.
Role Summary:
Moneda Patria is looking for an ESG Research Analyst / Associate to join the IR team for Credit & Equities team in Chile. This role sits at the intersection of fundamental company analysis and ESG integration: the person will build and interrogate financial and credit models, analyze issuers and portfolio companies through an ESG lens, and translate that analysis into decision-useful outputs for investment teams, investment committees, and external reporting requirements such as the PRI. The core of this role is sits analyzing company financials, credit metrics, and equity valuation frameworks, and to layer ESG risk, materiality, and impact analysis on top of that fundamental work.
Key Responsabilities:
Company & Credit/Equity Analysis
• Build and maintain financial models (credit and equity) for issuers and portfolio companies, incorporating ESG-adjusted assumptions
• Analyze company fundamentals — capital structure, covenants, earnings quality, valuation — alongside ESG risk factors that could affect credit or equity outcomes.
• Identify and flag ESG-related risks (regulatory, reputational, environmental, social, governance) with a clear read on financial or investment materiality.
ESG Integration & Due Diligence
• Support ESG due diligence on new investments: data requests, issue logs, and structured findings linked to risk, mitigation, and investment implications.
• Map company disclosures against relevant ESG frameworks and reporting standards, identifying gaps versus investor and regulatory expectations.
• Track sustainability, climate, and impact metrics (carbon, diversity, governance, health & safety, etc.) across the portfolio, validating data quality and benchmarking trends.
Monitoring & Stewardship
• Maintain and analyze ESG action-plan trackers for portfolio companies; flag delays, unresolved risks, and ownership gaps.
• Support engagement priorities and remediation/value-creation initiatives, connecting ESG actions to investment timelines and accountability.
Reporting
• Prepare data and draft materials for client meetings, reporting and other ESG disclosure obligations (LPs, regulators, internal governance).
• Build clear ESG updates, case studies, and responses to investor due diligence requests (DDQs) that are accurate and evidence-based, without overstating claims.
• Contribute ESG-integration narrative to investment committee materials and portfolio reviews.
Qualifications:
• Bachelor's degree in Finance, Economics, Engineering, Business, or a related quantitative field.
• 4+ years of experience in credit research, equity research, investment analysis, or a similar fundamental analysis role (asset management, bank, or investment fund preferred).
• Strong financial modeling skills — able to build and stress-test credit and/or equity models independently.
• Working knowledge of ESG frameworks and reporting standards (e.g., PRI, SASB, TCFD/ISSB, GRI) sufficient to map disclosures and identify gaps.
• Advanced Excel; comfort working with large datasets and company disclosures.
• Preferred Experience with credit ratings, covenant analysis, or equity valuation in Latin American markets.
• Fluent Spanish; advanced/fluent English (reporting and stakeholder communication in English is expected). Portuguese is a plus given regional coverage.
Work Environment
Join Patria Investments and become part of Latin America's leading asset management company. Showcase your talent and work alongside top-tier professionals. Find a challenging and dynamic environment where you can develop your full potential. Be part of an organization that does things the right way, where teams support one another and foster a positive and collaborative workplace culture.
- Department
- CREDIT - IR
- Role
- Associate I
- Locations
- Santiago Office
- Employment type
- Full-time