Experience

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  Kendall Investments & Kendall Sustainable Infrastructure

  • Cambridge, Massachussetts

  • Private Equity Analyst (Intern)

    • Sep 2016 - Dec 2016
    • Cambridge, Massachussetts

    Kendall Investments is a Mid-Market Private Equity firm specializing in infrastructure asset investments. My responsibilities and highlights included:• Implemented model to improve the analysis and screening of incoming deals, improving employee productivity by 20% and enhancing focus on workable deals only• Assisted on due diligence of solar infrastructure projects for a total portfolio of 1 Megawatt• Built master dashboard to track portfolio of projects efficiently and systematically• Continued monitoring of existing solar projects while maintaining in weekly meetings with developers to streamline operations and business development.

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  Babson College Fund

  • Babson College

  • Equity Analyst-Healthcare

    • Dec 2015 - Dec 2016
    • Babson College

    The Babson College Fund is an academic program in which selected students manage US$2 mm of the Babson College endowment. My activities included:• Leader of Healthcare team tasked with generating alpha on long only ideas and communicating them clearly to PM’s both verbal and written. • Monitoring of existing positions and leveraging expertise to identify relevant investment themes.• Created 6 equity research reports and presented to Investment Committee. Based on the analysis, the fund invested in two companies Gilead Sciences and AmerisourceBergen, both of which helped the fund contribute 79 bps over the Healthcare index (SPY).

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  Search Fund Accelerator

  • Greater Boston Area

  • Summer Financial Analyst

    • Jun 2016 - Aug 2016
    • Greater Boston Area

    SFA is a Private Equity Firm with $40 mm AUM that incubates search funds and invests in them.Member of the originating team which consisted of three fellow MBA interns whose main task was to source and evaluate deals to be filtered to the "searchers" to enhance the probabilities of identifying a potential business deal. My activities were the following:• Sourced opportunities via brokers and bankers, managing the flow of Non-Disclosure Agreements and Confidential Information Memorandum summarizing efforts in CRM.• Analyzed more than 90 small and medium businesses from diverse industries by applying the firm’s investment criteria and filtered 10 acquisition opportunities, two of which were offered an IOI.• Designed and implemented process of originating deals through brokers and that same process was standardized as the firm wide norm for sourcing.

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  Productos Rosarito- Real Estate

  • Tijuana Area, Mexico

  • Commercial Real Estate Manager

    • Mar 2013 - Jul 2015
    • Tijuana Area, Mexico

    • Managed Company’s $80 mm real estate portfolio including leasing, contract negotiations and day to day operations.• Initiated cost reducing strategy that focused on corporate inefficiencies resulting in 5% increase to bottom line.• Lead strategy to acquire and develop location for new processing plant resulting in a $3mm investment.• Oversaw marketing strategy that organized portfolio under one brand to maximize exposure for business of tenants. Strategy resulted in a 15% increase in occupancy rate.

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  FIMAS

  • Tijuana Area, Mexico

  • Analyst- Growth Strategy

    • Jun 2011 - Feb 2013
    • Tijuana Area, Mexico

    • Analyzing revenue streams to identify potential areas of improvement.• Analyzed consumer data to develop insights into segmentation and product mix.• Assisted in day to day operations in tenant relationships.

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  Mutzu Yoga

  • Tijuana Area, Mexico

  • Co Owner

    • Mar 2010 - Dec 2012
    • Tijuana Area, Mexico

    Responsible for team construction. Day to day operations.Determining business marketing and pricing strategy.Leasing negotiations.Facilitated sale to third party