Ed Velasco Montenegro, Msc Email and Phone Number
Experienced Financial Professional | Investment Banking AnalystAs an Investment Banking Analyst Intern at Quill Capital Partners, I am gaining hands-on experience in financial analysis, valuation, and market research, applying advanced tools and methodologies to drive strategic decision-making. I am involved in key aspects of financial analysis, including financial ratio calculation, peer comparisons, and financial modelling, all essential for evaluating a company’s performance and future prospects. My role includes analysing financial ratios to assess financial health, identifying trends, and comparing performance against industry standards. I also conduct market research to evaluate the company’s pricing and performance relative to competitors through market multiples.I contribute to revenue and cost analysis by breaking down revenue into price and volume components and evaluating the key drivers that affect both. This data is incorporated into detailed financial models that forecast the company’s one-year target price, incorporating upside and downside scenarios. These models support strategic decision-making and contribute to the development of an integrated financial thesis, which includes stock buy/sell recommendations, target prices, and performance comparisons with industry peers. Additionally, I synthesize insights from SWOT and PESTEL analyses to evaluate the competitive landscape and industry trends, compiling comprehensive market research reports.Throughout my internship, I apply my academic background, including an MSc in Investment Management, FMVA Certification from the Corporate Finance Institute (CFI), and ACCA Level 3. I am proficient in financial tools such as advanced Excel, Python, and Bloomberg, which enable me to manage complex financial data and provide actionable insights. My multilingual proficiency in Spanish, Portuguese, and English enhances my ability to communicate effectively in global, culturally diverse environments, adding significant value to the firm's international reach.Feel free to connect with me to explore opportunities in investment banking, financial modelling, or business development within the renewable energy and infrastructure sectors.📧 edwardemontenegro@gmail.com📱 +44 (0)780 109 3085🔗 LinkedIn Profile https://www.linkedin.com/in/ed-velasco-montenegro/
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Investment Analyst - Renewables, Real Estate And Sports VenturesUcea - Family Office GroupLondon, Gb -
Investment Banking AnalystQuill Capital Partners Oct 2024 - PresentCity Of London, England, United KingdomKey Responsibilities:•Financial Ratio Calculation: Utilizing advanced Excel functions to input financial data and perform detailed financial ratio calculations, providing a foundation for further analysis and strategic decision-making.•Ratio Analysis & Interpretation: Analyzing financial ratios to identify trends, compare performance against industry norms and peers, and interpret findings to assess financial health and highlight significant outliers.•Peer Group Identification: Researching the market to identify key competitors and conducting like-for-like comparisons using market multiples to evaluate the company’s pricing and performance relative to peers.•Revenue and Cost Drivers Analysis: Breaking down revenue into price and volume components, analyzing key drivers affecting revenue and costs, and building accurate financial models for forecasting and decision-making.•Company and Industry Understanding: Conducting research to gain a comprehensive understanding of the company’s operations, industry, and competitive environment, supporting strategic recommendations.•Financial Model Development: Building a financial model that projects the company’s one-year forward target price, incorporating both upside and downside scenarios to provide a full picture of potential outcomes.•Integrated Financial Thesis & Stock Recommendation: Combining the results of financial analysis and modeling into a comprehensive financial thesis that outlines a stock buy/sell recommendation, one-year target price, and comparison of the company’s current and future performance with its peers.•Market Research & Reporting: Synthesizing insights from SWOT and PESTEL analyses to evaluate the competitive landscape and industry trends, producing market research reports to project the company’s value and establish target prices. -
Credit Controller - Aerospace, Renewables, F1, Engineering, And Marine Sectors (Uk, Europe & U.A.E.)Vhr Global Technical Recruitment Dec 2023 - PresentCity Of London, England, United Kingdom• Managing and maintaining seven (7) ledgers circa 100 UK and international client accounts totalling £5M in receivables.• Forecasting cash flow management across the group of VHR Companies.• Establishing customer credit ratings using Coface, Experian tools and Credit Insurance models. • Proactively collecting against large volumes of open invoices in multiple currencies including GBP, USD, Euros, CZK and AED.• Decision making for credit terms provided to new and existing customers and managing customer balances to minimise bad and doubtful debts.• Managing legal processes for debt collection where required.• Reporting and maintaining Excel models and analysing reports, making recommendations and highlighting areas for improvement. -
Senior Business Development ConsultantPimlico Strategy & Insights Oct 2023 - PresentCity Of London, England, United Kingdom -
Senior Business Development Manager (B2B Saas In Renewables & Project Finance)Inspiratia Nov 2021 - Oct 2023City Of London, England, United Kingdom•Built and cultivated strong relationships with global C-level investors via face-to-face meetings (UK and EMEA).•Presented and negotiated sponsorships, awards and subscription solutions that align with client’s objectives.•Negotiated sponsorship, awards and SaaS that aligned with client’s objective, exceeded sales targets of £100K quarterly. -
Business Development And Events Manager (Renewables & Infrastructure)Inspiratia Oct 2020 - Oct 2021City Of London, England, United Kingdom
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Senior Business Development Associate (Renewables & Infrastructure)Inspiratia Oct 2019 - Sep 2020City Of London, England, United Kingdom
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Business Development Associate (Renewables & Infrastructure)Inspiratia Oct 2018 - Sep 2019City Of London, England, United KingdomRenewable energy (Spain, Portugal, LatAm and Europe) inspiratia helps clients operate and thrive in the global infrastructure and renewable sectors by providing real-time data, forward-looking analysis and news. We are part of this emerging market, and key to guiding our clients find and close deals buy utilising our extensive network of leaders in the solar and wind energy industry to produce relevant, bespoke business development opportunities.
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Trainee Accounts Assistant / Credit Controller (Part Time)Kbm Training & Recruitment Apr 2018 - Oct 2020Park Royal, London, Uk• Set up sales, purchase and nominal Ledgers using Sage 50 and QuickBooks• Processed sale and purchase invoices using Sage 50 and QuickBooks• Entered supplier’s payments & customer’s receipt and performing bank reconciliation • Prepared, reconciled and submitted VAT returns to HMRC • Processed payroll, generated payslips, forms P45 and P60 and RTI submissions using Sage Payroll 50 • Monthly and quarterly journals, accruals, prepayments, depreciation and other control accounts • Prepared final trial balance for companies from IT, Construction, Wholesale and Retail sector -
Business Development ManagerAmity College London Jan 2017 - Sep 2018Wimbledon, London, Uk• Developed the college to a more competitive and profitable level • Doubled the number of sales and new bookings since the first months • Created partnerships with Starbucks, Caffe Nero, Nuffields gyms and Gosto Fino restaurant • Founded Amity Hostel and created a management system for the administration and daily operations• Broke sales records and created strong presence locally and internationally by effective marketing• Trained 15+ Business Development, Marketing, PA and Hotel Management Interns from France• Promoted the college and the hostel via Mailchimp, social media, telesales and local businesses• Helped to extend the accreditation of the college with ACCA, ATHE, CTH, QUISAN and ASIC • Secured partnerships with Booking.com, Expedia and Edreams (Hotel websites) • Assessed the performance of the company against the business goals and plans • Overcame with obstacles that prevented the organisation from reaching its goals• Ensured that the college is on track to meet its financial goals -
Business Development ManagerEnglishouse Wimbledon (Callan School Of English) & Compton Guest House (B&B) Mar 2015 - Dec 2016Wimbledon, London, Uk• Developed the school to a more competitive and profitable level• Doubled the number of students in 9 months • Created a management system for the administration of the school’s daily operations• Broke sales’ records and created strong presence on social platforms • Assessed the performance of the company against the business’ goals and plans • Overcame with obstacles that prevented the organisation from reaching its goals.• Ensured that the school was on track to meet its financial goals. • Scheduled employees shifts, checked inventories and made orders for new stock • Kept detailed daily records of daily revenue and operating cash-flows • Developed and implemented strategic price lists, budgets, reports for senior management • Hospitality management (Hostel ***)
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Multilingual Sales Consultant Territory And Assistant General Manager At A2Z School Of EnglishA2Z School Of English Mar 2014 - Mar 2015Wimbledon, London, Uk• Organised and coordinated office operations and campaigns • Accomplished outstanding sales’ targets and number of students • Constantly created network and liaised with our international agents’needs to the highest standard • Managed major school’s policies and responsibilities, staff management, standards and procedures• Monitored and reported agent’s and potential students’ emails and international calls • Identified and planned business opportunities in target markets• Reviewed and approved prices, campaigns and offers• Forecasted weekly sales’ targets and updated daily payments received • Oriented and trained sales’ team and ensured students’ files are up to date and secure• Recruited and selected school staff
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Food Taste Tester & Office AttendantLeatherhead Food Research Oct 2010 - Sep 2013Surrey, United Kingdom• Sensory & consumer food tasting in nutrition research studies • Delivered a high-quality job with a strong customer service focus• Interacting with all members of staff and customers as part of a resilient and confident team developing effective time management. -
Business Leader (London Olympics 2012)Visa Jul 2012 - Aug 2012London, United Kingdom• Hospitality tour sign-up representative and guide• Analytic reports, coordinate arrivals and departures of international groups• Provided important information, handled messages and overseeing hotel functions • Private led reservations, translation services and VIP assistance• Led international groups including high-profile members to Olympic venues• Exercised multilingual communication skills by welcoming arrivals at airports, train stations & sporting venues along with managing delays, lost luggage, directions, hotels and event sites. -
Front Of House And Member-CareVirgin Active Jan 2008 - Oct 2010London, England, United Kingdom• Confident reception skills, strong customer service focus and being able to deal with problems such as complaints and ineffective service, interacting with members of staff and customers. -
Office AttendantLancaster At Welsh Office Mar 2007 - Jan 2008City Of London, England, United Kingdom• Worked with supervision as part of a strong and confident team, using innovation to deliver the best possible customer service.
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Assistant Office ManagerLbbw Nov 2006 - Feb 2007City Of London, England, United Kingdom• I demonstrated effective time management with strong organisational skills. I acquired Health & Safety certificate and dealing with responsibilities in case of fire and accidents.
Ed Velasco Montenegro, Msc Education Details
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Merit -
Investment Banking, Equity Research, Private Equity, And Corporate Development. -
Kbm Chartered Certified Accountants And Registered AuditorsAccountancy - London, Uk -
12 At Level 2 & 63 At Level 3 Credits -
Callan SchoolLevel C1 Advanced
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Salesianos St John Bosco - High School 1.1High School Diploma
Frequently Asked Questions about Ed Velasco Montenegro, Msc
What company does Ed Velasco Montenegro, Msc work for?
Ed Velasco Montenegro, Msc works for Ucea - Family Office Group
What is Ed Velasco Montenegro, Msc's role at the current company?
Ed Velasco Montenegro, Msc's current role is Investment Analyst - Renewables, Real Estate and Sports Ventures.
What schools did Ed Velasco Montenegro, Msc attend?
Ed Velasco Montenegro, Msc attended University Of Surrey, Corporate Finance Institute® (Cfi), Acca, University Of Surrey, Kbm Chartered Certified Accountants And Registered Auditors, South Thames College, Callan School, Salesianos St John Bosco - High School 1.1.
Who are Ed Velasco Montenegro, Msc's colleagues?
Ed Velasco Montenegro, Msc's colleagues are Eunice Peguero, Brenda Tuzu, David Toubian, Michele Mollo, Rewa Srivastava, Michael Reeves, Victoria U..
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