Restructuring, Debt & Special Situations Intern

• Jul 2023 - Present

Private Equity Off-Cycle Analyst

• Apr 2022 - Jun 2023

The Search Fund is an investment vehicle that intends to find an SME in Spain and make it grow over the long term. Screened 5000+ SMEs, categorizing them by sector, ownership structure, and business model. Explored and dived into attractive industries that showed growth potential and a satisfactory fit within the SF's investment parameters. Elaborated profound market research quantifying growth prospects but also weaknesses of the industry analysed. Contacted over 200 SMEs and held 25+ meetings with owners with the aim of introducing our project and making initial contact with a long-term relationship focus. Constructed LBO models with multiple scenarios to assess valuation ranges when reaching out to company owners. Took part in the production of investor presentations such as commercial, legal, and financial due diligences and CIMs of advanced targets in the deal pipeline. Show less

President

• Nov 2022 - May 2023

Vice President - Chief Operating Officer

• Nov 2021 - Nov 2022

Teacher Assistant

• Mar 2022 - May 2023

Personal Finance / Macro Finance Personal Finance / Macro Finance

Campus Ambassador

• Aug 2022 - Apr 2023

Summer Analyst Program

• Jul 2022 - Aug 2022

• Managed a $20 million global macro portfolio trading through 2011, generating an alpha of 12% during a 12-month period using a 60/40 allocation strategy with the following assets: US 10Y Treasury, German 10Y Bund, S&P500, Eurostoxx 50, MSCI AC Asia Index, Gold, and Crude Oil WTI.• Performed an equity research report and constructed a financial model for MicroStrategy Inc. Moreover, split the valuation without taking digital assets impairment loss into account to have a business-wise analysis angle. The fair value of the share price suggested a 25% downside from the current price ($345).• Leveraged client relationships to facilitate their trades, which resulted in $800k commission. Scored 2nd place out of 65 participants when using cross trades to manage the bank’s position of risk effectively as well as provided competitive bid/offer spreads via the quote board, reflecting the bank’s axe at any time. • Ranked first in the CME Group Trading Challenge Simulator, achieving a 43% return from a $1M portfolio in 3 weeks. Most traded assets were the Nasdaq-100 and Crude Oil WTI, taking advantage of inflation surprises and market mispricings. Show less

Content Creator - Technical Concepts

• Aug 2022 - Jan 2023

Research, write, edit, proofread, and file articles about the technicals of financial analysis and valuation metrics. Always attempting to add value rather than just plain definitions. Articles: - Breakdown of a DCF - What is the WACC? - Pitch me a stock - Intro to M&A - The Three Financial Statements - The IPO Process - M&A: Quick-Fire Questions - DCM Division Research, write, edit, proofread, and file articles about the technicals of financial analysis and valuation metrics. Always attempting to add value rather than just plain definitions. Articles: - Breakdown of a DCF - What is the WACC? - Pitch me a stock - Intro to M&A - The Three Financial Statements - The IPO Process - M&A: Quick-Fire Questions - DCM Division

CM&V Expresso Writer

• Oct 2021 - May 2022

Responsible for the gathering and summarising of concepts presented in lectures and sessions of the club in order to issue a bulletin for those members who have already completed their university stage at the University of Navarra. Responsible for the gathering and summarising of concepts presented in lectures and sessions of the club in order to issue a bulletin for those members who have already completed their university stage at the University of Navarra.

Student

• Sep 2015 - Jun 2016

Tenth academic year of secondary at an international boarding school located in Ireland. Acquired an open-minded perspective of global cohesion through the development of core values such as unconditional respect, self-discipline and determination. Moreover, an enhanced level of teamwork was obtained through diverse academic activities performed during the year. Tenth academic year of secondary at an international boarding school located in Ireland. Acquired an open-minded perspective of global cohesion through the development of core values such as unconditional respect, self-discipline and determination. Moreover, an enhanced level of teamwork was obtained through diverse academic activities performed during the year.