Functional Skills

Business Analysis
Business Development
Business Operations
Business Planning
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
Market Research
Market Intelligence
Valuation
Strategic Planning
Accounting
Wealth Management
Real Estate Investing
Private Equity Investing

Software Skills

Capital IQ
Microsoft PowerPoint
Microsoft Excel

Sector Experience

Financial Services
Healthcare
Industrials
Life Sciences & Pharma
Real Estate

Languages

French
English
Spanish

Countries Worked In

FR MX GB
Big 4 Accounting
Top Consulting Firms

Experience

Societe Generale Finance
Associate, M&A - Central, Latin America & The Caribbean
7/2024 - Present
- VP-Level Responsibility: Part of a three-person task team, assisting the Head of Mexico and Head of LatAm & The Caribbean.
- Landmark Transaction: Mexico’s 1st Sustainable Euro-Bond Issuance - a €2.4 Bn. Record - oversubscribed over x3 times (01-2025).
Ernst & Young (EY) Finance
Analyst, M&A - Promoted Associate
7/2023 - 7/2024
- Intense Sell-Side M&A: Involved in the whole deal cycle; produced teasers, pitchbooks, valuations and managing data-rooms for cross-continental deals; selected for excellent presentation skills, I was entrusted with training/mentoring new graduates.
- Entrepreneurial Approach: Personally initiated, developed and executed automated sell-side campaigns using “2.0” techniques.
Capitel Investments Finance
Analyst, M&A - Promoted Full-Time
7/2022 - 7/2023
- Fundamental Analysis: Produced valuations using Precedents, Comparables, and DCFs; integrated strategic, sectoral, and company-specific fundamentals; made from a bottom-up analysis of accounting reports due to the clients’ private ownership.
- Technical Analysis: Stock-Positioning using fundamentals/technicals, including EMAs, MACD, ADI, RSI, R/S, Liquidity Blocks.
123 Investments Finance
Off-Cycle Analyst, Private Equity (PE)
6/2020 - 12/2020
- Assisted-Homes Investments: Sourcing, reaching, valuing and investing in “EHPADs” in a $1.4 Bn. AuM fund across the Benelux.
- Complex Valuation Process: Used cross-industry methods, combining real estate, medical services, and hospitality benchmarks.
Stenham Asset Management Finance
Summer Analyst, Equity Research & Valuation
6/2019 - 12/2019
- Equity Research: Produced equity/industry-level reports to select, value and project stocks’ performance in a $3.8 Bn AuM fund.
- Client Relations: Pitched recommendations for the management team; contributed to the weekly fact sheets in updating clients.
M&G Investments Finance
Summer Analyst, Equity Research & Valuation
6/2018 - 12/2018
- Financial Instruments: Acquired a profound knowledge of EU instruments - UCITS, SCPIs, etc.- in supporting the markets team.
- Executives Support: Preparation of tailored materials/market insights for the management team’s roadshows across Benelux.