Alejandro Morales Erhard Email & Phone Number

London, Gb

London Area, United Kingdom

• Conducted detailed financial and operational analyses of potential investments, including market research, due diligence, and scenario modeling.• Supported various stages of the deal lifecycle, including preparing valuation models, investment analyses, and presentations. • Collaborated with the team lead to present findings and recommendations to partners and investment committees, contributing to the decision-making processes.

London Area, United Kingdom

Greenwich, Connecticut, United States

• Assisted in sourcing and executing transactions, including debt issuances and private placements for clients across Latin America.• Conducted market and company-specific research to support deal structuring and decision-making.• Prepared pitch decks and presentations for client meetings, highlighting key market trends and transaction opportunities.

Monterrey, Nuevo León, Mexico

• Calculated the Lifetime Value metric of various financial products by analysing how fluctuations in variables such as the interbank rate, expected loss and loan duration can affect their NPV.• Analysed the loan portfolios of new branches and showcased which selection of products led to greater profitability.• Assisted the Investor Relations team in preparing for meetings with key stakeholders, helping improve transparency and communication.

Monterrey, Nuevo León, Mexico

• Identified data patterns and provided actionable insights to drive improved decision-making for key clients.• Utilized data visualization tools to illustrate client demographics and growth trends, enhancing company performance.• Assisted in presenting findings to senior management to improve business outcomes based on data analysis.

Monterrey, Nuevo León, Mexico

• Managed Accounts Payable and Accounts Receivable processes, ensuring timely payments and collections.• Streamlined invoicing and reconciliation processes, improving financial efficiency and accuracy.• Collaborated with vendors and clients to resolve payment discrepancies, reducing outstanding balances and enhancing relationships.