José Daniel Cotera, Cfa, Caia Email & Phone Number
Who is José Daniel Cotera, Cfa, Caia? Overview
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José Daniel Cotera, Cfa, Caia is listed as Co-founder and Head of Investments at FAJ, based in Mexico City, Mexico, Mexico. AeroLeads shows a matched LinkedIn profile for José Daniel Cotera, Cfa, Caia.
José Daniel Cotera, Cfa, Caia previously worked as Principal at Mgv Capital and Associate at Mgv Capital Group. José Daniel Cotera, Cfa, Caia holds Bachelor'S Degree, Actuarial Science from Instituto Tecnológico Autónomo De México.
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About José Daniel Cotera, Cfa, Caia
I am genuinely passionate about identifying seed-stage/high-potential investment opportunities, fostering strong relationships with portfolio founders, and providing valuable financial guidance to support the initial growth of portfolio companies.With a proven track record and a broad professional background in financial planning, research, and risk management, I currently serve as Principal at MGV Capital. In this role, I have led the investment process in 27 companies across seven countries (particularly in the United States and Spanish-speaking Latin America), mainly in fin-tech, enterprise software, and consumer internet.I hold a Bachelor's degree in Actuarial Science from ITAM and have enhanced my educational background through prestigious certifications, including the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charters, as well as the Venture Capital Unlocked program at the Stanford Center for Professional Development.
José Daniel Cotera, Cfa, Caia's current company
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José Daniel Cotera, Cfa, Caia work experience
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Principal
Associate
Evaluate potential investment opportunities, conduct deal flow analysis and due diligence, and elaborate investment memorandums and performance assessments related to a US$ 5 million fund, with $2.375 million invested in 22 early-stage companies in 6 countries (United States, Canada, United Kingdom, Mexico, Colombia, and Argentina) as of May 2022.
Financial Planning Deputy Director
Managed corporate financial planning related to 16 properties (10 shopping centers, 1 corporate office building and 5 mixed-use projects) with a combined 912,000 square-meters gross leasable area (GLA) and 91% occupancy rate, which generated MXN$ 4,260 million revenue and MXN$ 3,302 million net operating income (NOI) during 2019.Elaborated and presented.
Co-Founder & Investment Manager
Managed financial planning to develop and commercialize a 38-unit and 11,500 square-meters residential project, with estimated total costs of MXN$ 109 million and expected sale-income of MXN$ 164 million (44.7% units sold as of June, 2019).Negotiated investments as limited partners in 8 properties that amounted to MXN$ 24 million, achieving a 19.2%.
Commercial Liaison Assistant Manager
Elaborated and presented analyses for monthly committees in which the adjustment K-factors of the official selling prices (OSP) of the Mexican crude oils are modified to maintain their competitiveness, with exports to USA, Europe and Far East that amounted monthly to US$ 3 billion.Negotiated adjustments on supply of approximately 1.2 million barrels per.
Senior Crude Oil Analyst
Elaborated and presented daily, weekly and monthly research reports to support decision-making and inform several Mexican government agencies about the economic, geopolitical and supply/demand conditions that influence prices of Mexican crude oils (Maya, Isthmus & Olmeca) and of global future contracts (NYMEX & ICE).
Risk Analyst
Developed and implemented historical and hypothetical stress-test scenarios for SURA's mandatory pension-fund portfolios (SIEFORES) that complemented Value-at-Risk models and mitigated market risk exposures.Managed a project to optimize the identification and measurement of market, credit and liquidity risk-limits specified in the investment policy.
Junior Credit Analyst
Elaborated and presented initial and follow-up reports to assign and revise internal credit ratings of corporate debt during the economic crisis of 2008-2009, mainly for residential mortgage-backed securities (RMBS).
José Daniel Cotera, Cfa, Caia education
Frequently asked questions about José Daniel Cotera, Cfa, Caia
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What company does José Daniel Cotera, Cfa, Caia work for?
José Daniel Cotera, Cfa, Caia works for FAJ.
What is José Daniel Cotera, Cfa, Caia's role at FAJ?
José Daniel Cotera, Cfa, Caia is listed as Co-founder and Head of Investments at FAJ.
Where is José Daniel Cotera, Cfa, Caia based?
José Daniel Cotera, Cfa, Caia is based in Mexico City, Mexico, Mexico while working with FAJ.
What companies has José Daniel Cotera, Cfa, Caia worked for?
José Daniel Cotera, Cfa, Caia has worked for Faj, Mgv Capital, Mgv Capital Group, Gicsa, and Faj Real Estate.
How can I contact José Daniel Cotera, Cfa, Caia?
You can use AeroLeads to view verified contact signals for José Daniel Cotera, Cfa, Caia at FAJ, including work email, phone, and LinkedIn data when available.
What schools did José Daniel Cotera, Cfa, Caia attend?
José Daniel Cotera, Cfa, Caia holds Bachelor'S Degree, Actuarial Science from Instituto Tecnológico Autónomo De México.
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