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Juan Carlos Weihmann profile image

Juan Carlos Weihmann

Equity / Alternative Investments Port... at AFORE SURA
Intro Book
Juan Carlos Weihmann, a seasoned finance professional, holds a Master's degree from London Business School and a Licenciatura en Economía from Instituto Tecnológico Autónomo de México, with expertise in Corporate Finance, Leadership, and Investment Analysis.
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Location
Mexico City, Mexico, MX
Languages
  • Español Native or bilingual proficiency
  • Inglés Native or bilingual proficiency
Skills
  • Microsoft Office
  • Microsoft Excel
  • Corporate Finance
  • Valuation
  • Equity Valuation
  • Show all
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Bio

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Hello! I'm Juan Carlos Weihmann, a finance professional based in Mexico. I am fluent in both Spanish and English, which allows me to communicate effectively in diverse environments. I hold a Master's degree in Finance from the prestigious London Business School and a Bachelor's degree in Economics from Instituto Tecnológico Autónomo de México. My professional journey includes significant roles such as a Junior Portfolio Manager and Equity Analyst at AFORE Sura, where I honed my skills in investment analysis and portfolio management. I also completed a summer internship at Ninety One in London, presenting equity investment ideas across various strategies. My expertise spans corporate finance, valuation, financial analysis, and asset management, complemented by strong proficiency in Microsoft Office and Excel. I am passionate about leveraging my skills to drive investment success and contribute to dynamic teams.

Experience

  • AFORE SURA
    • Mexico City, Mexico
    • Equity / Alternative Investments Portfolio Manager
      • Jan 2022 - Present
      • Mexico City, Mexico
  • Ninety One
    • London, England, United Kingdom
    • Summer Internship
      • Jul 2021 - Aug 2021
      • London, England, United Kingdom

      Presented equity investment ideas across different strategies: Quality, 4 Factor and Multi-asset. Active participation in meetings, assessing various processes, investment thesis, and stock positions.

  • AFORE Sura
    • Junior Portfolio Manager
      • May 2019 - Jul 2020

      My primary role is to generate investment ideas based on fundamental research, which includes: (i) reviewing annual reports, historical financial statements, and industry trends; (ii) projecting financial statements in order to construct valuation models for our portfolio companies and potential investments, and; (iii) building tools that enhance and strengthen existing and potential investment positions. The due diligence of this investment process also consists of senior management meetings with companies, site visits, and calls and meetings with sell-side analysts. In addition, I monitor and trade the portfolio which consists of around forty stocks.

    • Equity Analyst
      • Oct 2016 - May 2019

  • Bank of America Merrill Lynch
    • Telecom, Media and Technology Analyst
      • Jun 2014 - Sep 2016

Education

  • 2020 - 2021
    London Business School
  • 2009 - 2014
    Instituto Tecnológico Autónomo de México
  • 2009 - 2009
    Tandem Internationales Sprachzentrum

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

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