Oscar Alberto Perez Lievano

Senior Associate at I Squared Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Mexico City, Mexico, MX
Languages
  • Español Native or bilingual proficiency
  • Inglés Full professional proficiency
Skills

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Bio

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Credentials

  • Corporate Valuation
    Training The Street
    Aug, 2015
    - Nov, 2024
  • Applied Excel
    Training The Street
    Apr, 2015
    - Nov, 2024
  • Financial Modeling
    KPMG
    Jan, 2015
    - Nov, 2024
  • Financial Markets Certification
    Yale University Careers
    Apr, 2014
    - Nov, 2024
  • Corporate Law Certification
    Tecnológico de Monterrey
    May, 2013
    - Nov, 2024
  • CFA Institute - 2016 Research Challenge - Local Participant
    CFA Institute
  • Level II candidate of the CFA Program
    CFA Institute

Experience

  • I Squared Capital
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Senior Associate
      • Mar 2023 - Present

    • Associate
      • Jul 2022 - Mar 2023

  • KIO
    • Mexico
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Board Observer
      • Apr 2023 - Present

  • Barclays
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Investment Banking Associate
      • Mar 2020 - Jun 2022

      Investment Banking Associate at Barclays. Main activities include the origination and execution of M&A, ECM and DCM mandates

    • Investment Banking Analyst
      • May 2017 - Mar 2020

  • Santander Corporate & Investment Banking
    • Spain
    • Financial Services
    • 700 & Above Employee
    • Investment Banking Analyst (M&A)
      • Jan 2016 - Apr 2017

      Investment Banking Analyst at Santander Global Corporate Banking in the Mergers and Acquisitions team. Main activities include the origination and execution of national and cross-border M&A mandates Investment Banking Analyst at Santander Global Corporate Banking in the Mergers and Acquisitions team. Main activities include the origination and execution of national and cross-border M&A mandates

  • FEMSA
    • Mexico
    • Manufacturing
    • 700 & Above Employee
    • M&A Intern
      • Dec 2014 - Dec 2015

      Mergers and Acquisitions Intern at FEMSA as part of the excellence program FEMSA-ITESM Leaders. Main activities include analysis and valuation of different investment projects with different methodologies such as DCF, Public Comps, Precedent transactions, and SOTP. Preparation of reports of relevant industry sectors for the company

    • Financial Planning Intern
      • Mar 2014 - Dec 2014

      Financial Planning Intern at FEMSA as part of the excellence program FEMSA-ITESM Leaders. Main activities included support in the valuation of different investment projects, generation of reports of internal financial information and of relevant industry sectors for the company, and presentations of FEMSA’s financial performance

Education

  • Instituto Tecnológico y de Estudios Superiores de Monterrey
    Financial Management
    2011 - 2015

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