埃内斯托 Grijalva Ortega, CFA
验证专家 in 金融
欧博体育app下载专家
埃内斯托 is a former core member of the private equity practice at 波士顿咨询集团 in New York, 他在哪里专门做尽职调查, 策略, 定价, 以及改造项目. BCG之前, 他是一名投资顾问, helping to raise and manage $500 million of assets at 摩根大通(JP Morgan). 埃内斯托 enjoys freelancing projects where he can leverage his previous experiences working with entrepreneurs, 投资者, 和银行.
职业生涯突出
教育强调
案例研究
工作经验
顾问
Yaesta.com
- Provided guidance to entrepreneurs on strategic decisions as an active member of the advisory board.
- Assisted in the creation of marketing materials and business plan for the successful fundraising of USD 1.5 million in seed round and two additional rounds.
- Provided strategic guidance in key negotiations with suppliers and alliances.
- Supported the management team in the creation of the 5-year business plan and marketing materials, which were used in the third fundraising effort looking to raise USD 2.500万的成长权益.
项目负责人
波士顿咨询集团
- Conducted 10+ pre-diligence/commercial due diligence projects in various industries - Consumer, 零售, 房地产, 金融服务, and Healthcare - as part of the Private Equity team. 努力包括市场增长和趋势, 竞争定位, 目标的历史业绩, 商业计划的制定和评估, identification of key risks and proposed mitigations, 目标识别, 协同分析.
- Developed a strategic and investment roadmap for an international real estate developer which included: (a) selection of 房地产 sub-asset classes and geographies of focus; (b) financial model to assist in land acquisition decision-making; and (c) budgeting model to understand capital needs and to optimize capital structure of selected projects.
- Developed a full 定价 策略 for a leading Latin American consumer packaged goods company. Project also included the creation of 定价 tools for daily use (e.g.(价格钢琴). The proposed initiatives generated a +10% impact on the bottom line.
- Created a 2020 portfolio 策略 for private equity investments in the real economy. Output was a set of investment guidelines for the Chief Investment Officer (CIO) to deploy USD 1 billion for a family conglomerate.
- Defined attractiveness (with quantitative and qualitative model), 大小, and market entry 策略 into key emerging markets for a major telecommunications company.
- Managed PMO (project management office) during a major transformation at a leading global hedge fund; resulted in the successful outsourcing of its back-office.
- Led new joiner training, including 5-day boot camp on key consulting skills (e.g., 金融建模, 粗略的分析, 幻灯片写作, 讲故事), 2016届mba毕业生.
- Coordinated and defined the transformation initiatives at a top-5 retail bank in Colombia.
全球投资专员
摩根大通(JP Morgan)
- Advised and managed over $500 million in total assets of Latin American client portfolios. Assisted clients across Wealth 管理 products and services: Investments, 信贷, 受托人, 财务规划 and Portfolio Construction with responsibility on investment recommendations.
- Guided clients in defining their long-term goals, 风险概况和限制, and actively managed the resulting most suitable portfolio.
- Advised clients on investment opportunities across asset classes (fixed income, 股票, 选择, foreign exchange) using a variety of investment vehicles (single lines, 交易所交易基金, 共同基金, 结构性产品, 衍生品, 对冲基金, 私募股权及房地产).
- Recommended on portfolio allocation and construction, 负责交易, 投资/组合评价, client development and recommendations including 研究 and investment rationale for each recommendation (equity, 信贷, FX, 对冲).
- Assisted the alternative investments group in the fundraising of selected private equity and 对冲基金 by organizing roadshow, meetings and preparation of marketing materials for key clients.
- Engaged in Ultra High Net Worth (UHNW) client acquisition efforts, 包括推销电话, 研究, 推荐, constant communication with prospectors and Investment Bank colleagues, 定期访问该地区.
教育
特许金融分析师(CFA)
CFA协会-夏洛茨维尔，弗吉尼亚州，美国
工商管理学士学位
圣安德烈斯大学 - Buenos Aires, Argentina
金融学交换生
英国巴斯大学
工商管理交换生
University of British Columbia - Vancouver, BC, Canada
Skills
金融
定价, 估值, Three-statement建模, 财务规划 & 分析(FP&A)、市场调查、融资、合并 & 收购(M&A), 尽职调查, 预算, 杠杆收购模型, 股票研究, 预测, 财务战略, 价格分析, 市场机会分析, 估值建模, 金融建模, 现金流量模型, 基金分析, 投资组合分析, 投资备忘录, 可比公司分析, 投资理论
输出的软件
Microsoft PowerPoint, Microsoft Excel, Microsoft Project, Excel 2016
行业专业知识
房地产，金融服务，零售 & 批发、资本市场
Data & 分析软件
Capital IQ, Factiva, Thomson Reuters, Bloomberg
地理专业
United States, Latin America (LATAM), South America
其他
球场上甲板, Markets, Business Planning, Strategy, 市场研究 & 分析, 商业模式, 管理, 增长战略, 商业咨询, 咨询, 业务建模, 商业计划咨询, 小型企业顾问, 欧博体育app下载, 成长策略顾问, 研究分析, 收购, 市场评估, 投资者的演讲, 研究, 写作 & 编辑, 经济分析, 经济学, 投资者关系, CPG
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