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Investment Memorandums


University of Florida – Cumulative GPA: 3.58/4.00 Gainesville, FL

Major: Economics Expected: December 2017

Honors/Awards: Phi Theta Kappa, College of Engineering Dean’s List

Relevant Coursework: Econometrics, Data Analysis for Economics Indicators, International Macroeconomics, Financial Accounting, Intermediate Microeconomics & Macroeconomics, Statistics, Calculus III, Differential Equations


Company X New York, NY

Private Equity Summer Analyst May 2017 – Present

· Participated in Company X Annual General Meeting in Brazil and successfully created the deck presented to current investors

· Assisted in the preparation of Investment Memorandums for three different investment opportunities being evaluated by the team

· Updated quarterly valuations for each of the portfolio companies in the different funds managed by Company X

· Researched comparable transactions, updated comparable trading multiples, computed the WACC for each investment, and updated all operational and macroeconomic variables used in the DCF

· Created PowerPoint investor and fundraising presentations on different capital raise opportunities being pursued by Company X

· Constantly participated in meetings and conference calls between potential investors and advisors

· Conducted financial analysis through the use of Microsoft Excel to built Discounted Cash Flow and Comparable Company Models

· Researched and analyzed industry and economic trends in Brazil to determine risk considerations for Company X pipeline deals

Company Y New York, NY

Investment Banking Spring Analyst January 2017 – April 2017

· Researched healthcare, fin-tech, and transportation companies based on financial criteria such as revenue growth, company size, return on investment and financial projections to determine if they were prospective Company Y clients

· Populated Company Y s database, participated in client meetings and conference calls with senior management, set up campaign emails, and analyzed monthly campaign statistics to track the company’s performance

· Built Excel and PowerPoint templates of peer capital structures to assess capital raising alternatives for different companies

Company Z Miami, FL

General Manager September 2015 – August 2016

· Managed three real estate properties while maintaining constant communication with tenants, resulting in two lease renewals

· Supervised property conditions before and after each lease, and traveled to Miami every three months to check for any changes

· Scheduled renovation payments, wire transfers, checks and deposits for tax payments, realtor commissions and tenant refunds

Santa Fe College – Office of Diversity Gainesville, FL

Mathematics Tutor July 2014 – April 2015

· Tutored College Algebra, Statistics, Calculus I, II, III, and Differential Equations to approximately 15 students per semester

· Performed statistical analysis of surveys applied before and after events to create and present graphs for the director of the program


SEO (Sponsors for Educational Opportunity) EDGE New York, NY

Participant Jan 2016 – April 2017

· Completed training and assessment focused on developing technical skills, industry knowledge, and attention to detail

· Fundamentals of MS Excel, PowerPoint, and basic accounting and finance, in addition to professional development skills relevant to Asset Management

Investment Banking Institute New York, NY

Trainee, Intensive 4-week Financial Modeling and Valuation program August 2016

· Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis

· Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models and data tables for sensitivity analysis

Big Idea Competition Gainesville, FL

Team Leader Jan 2016 – April 2016

· Led a team of three people throughout a semester conducting research and holding weekly discussions to elaborate a business plan for a city project named “Grab & Go” judged in April 2016


Computer: Bloomberg (Certified), Microsoft Office (Proficient), CapitalIQ, Financial Modeling, R Studio (Basic), C++ (Basic)

Certifications: Series 7 (In progress)

Languages: Native in Spanish, Portuguese (Basic)