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15+ years experience cross-functional leader skilled in corporate development, venture capital, private equity, M&A, equity/debt research, budgeting, and valuationProficiencies: Investment analysis l valuation l portfolio monitoring l forecasting financial statements l auditing and reconciling financial statements l corporate finance l competitive analysis l banking l M&A l investment management l legal contract review and negotiation l board and c-suite partnerships Software & Analytics: QuickBooks l Bloomberg l Factset l Capital IQ l Excel l AlphaTheory Portfolio Management l Credit Suisse HOLT. All used for investment research and financial company analysisCFA Level II candidate l Chicago Booth finance and accounting MBA l Series #7 and #63 l Equity Trader (#55) l Commodities and Futures (#3) licensesInterests: Speed chess player (five minute games). Avid—albeit frustrated—golfer
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Founder And Managing PartnerAltelan CapitalUnited States
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Director Of Corporate Development / Fp&ASeattle Hospitality Group Apr 2021 - PresentSeattle, Washington, UsInvesting and developing iconic brands! Strategic partner to a portfolio of select companies in the transportation, food and beverage industries to accelerate growth through investments (M&A), FP&A, partnerships, financing, divestitures and acquisitions. I leverage my financial acumen to reengineer all areas of legacy/mature businesses, modernize infrastructure through broad application of solutions (e.g. digital, cloud, enterprise software, artificial intelligence, mobile and big data) across the tech stack and business analytics, while honing deep relationships with investment banks, B2B service providers and technology vendors -
Analyst / InvestorSdkb Llc - Family Office Jan 2020 - Apr 2021Generalist investor at family office focused on venture investing in consumer (food and beverage), healthcare and associated subsectors
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Equity AnalystGreat Lakes Advisors May 2016 - Nov 2019Chicago, Illinois, UsBuy-side equity analyst focused on financials, healthcare and related subsectors***Great Lakes Advisors is responsible for over $10 billion in assets under management and advisement for institutional, financial intermediary, and individual investors. Founded in 1981, we offer a wide range of actively managed Fixed Income, Equity, and Alternative strategies and have significant ESG, SRI and tax-managed capabilities. Our clients include public funds, multi-employer plans, corporations, religious communities, endowments & foundations, health care plans, and private wealth investors. GLA’s strong and deep bench of investment professionals is committed to a high-touch model where our clients have direct access to portfolio managers and asset class specialists working to deliver long term results -
Mba Graduate Student (Full Time)The University Of Chicago Booth School Of Business 2013 - 2015Chicago, Illinois, UsConcentrations in finance and accounting -
Equity Research Summer AnalystCaisse De Dépôt Et Placement Du Québec (Cdpq) 2014 - 2014Montréal, Québec, CaBuy-side equity research analyst intern***Caisse de dépôt et placement du Québec (CDPQ) is one of North America’s leading long-term institutional investors, with net assets totalling CA$326.7 billion and investments in more than 75 countries. We manage funds primarily for public and parapublic pension and insurance plans. With the highest credit ratings from DBRS, Moody’s and Standard & Poor’s, CDPQ invests in major financial markets, private equity, infrastructure and real estate, globally, in all sectors of the economy -
Relationship OfficerBny Mellon 2009 - 2013New York, Ny, UsBanking and relationship management for the largest Latin America based corporations and financial institutions ***BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of Sept. 30, 2019, BNY Mellon had $35.8 trillion in assets under custody and/or administration, and $1.9 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com -
Equity AnalystCredit Suisse May 2008 - Dec 2008Zurich, ChEquity Analyst. Completed training in investment banking financial modeling. ***Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, our operation has a global reach and extends to about 50 countries worldwide across mature and emerging markets with more than 45,000 employees from over 150 different nations.We partner across countries, divisions and regions to deliver holistic financial solutions to our clients, including innovative products and specially tailored advice, aligned to our high ethical standards. We strive for quality and excellence in our work and professional relationships, recognizing and rewarding extraordinary performance among our employees and providing opportunities for internal mobility, dedicated training and leadership. As a global and inclusive community, we benefit from a diverse range of perspectives to create value and drive results for our clients, shareholders and communities. Our values are brought to life through the entrepreneurial spirit of all within our network. We are Credit Suisse
Henry Arias Skills
Henry Arias Education Details
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The University Of Chicago Booth School Of BusinessFinance And Accounting -
Wesleyan UniversityEconomics And Sociology -
Universidad Carlos Iii De MadridHoned My Spanish
Frequently Asked Questions about Henry Arias
What company does Henry Arias work for?
Henry Arias works for Altelan Capital
What is Henry Arias's role at the current company?
Henry Arias's current role is Founder and Managing Partner.
What is Henry Arias's email address?
Henry Arias's email address is ha****@****ail.com
What is Henry Arias's direct phone number?
Henry Arias's direct phone number is +191780*****
What schools did Henry Arias attend?
Henry Arias attended The University Of Chicago Booth School Of Business, Wesleyan University, Universidad Carlos Iii De Madrid.
What skills is Henry Arias known for?
Henry Arias has skills like Financial Modeling, Equities, Investments, Valuation, Bonds, Finance, Spanish, Emerging Markets, Trading, Financial Analysis, Equity Research, Structured Products.
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