Jose Luis Peña Saavedra Email and Phone Number
Professional studying an MBA and a Master in Management, with a bachelor’s degree in Actuarial Science and with almost 9 years of experience in Investment Banking within the private and public sector. Strong analytical and problem-solving skills with high performance on financial planning, reporting, structuring, budgeting, and forecasting. Recognized for having well-balance soft and hard skills that have allowed me to work not only in the financial sector but also in the education, energy, oil & gas, real estate, among others. A top performer capable to assume leadership of the projects, coordinating the teams involved in each one of them, as well as executing actions to ensure success by always applying best practices and use of knowledge. My commitment, responsibility, and loyalty to the organizations and teams I work for is what makes me stand out, while maintaining always the highest standards of integrity.
Invex Capital
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Investment Banking Senior ManagerInvex Capital Aug 2024 - Present• Specialized financial services to serve business needs and key transactions in order to propose solutions that ensures their long-term goals.• Advisory, intermediation, negotiation and follow on to carry out refinance processes, capital raisings, term loans, sale of assets, and others -
Investment Banking AssociateInvex Feb 2021 - Aug 2023Ciudad De México, México• Design and elaboration of business and asset valuation models under a strategic understanding of the business, industry, and different sectors of the economy• Financial analysis and reporting to shareholders on the status of their investments with key indicators and recommendations for decision making -
Manager En Invex InfraestructuraInvex Jan 2020 - Feb 2021Ciudad De México, México• Financial monitoring and analysis of the Group’s assets to guarantee their profitability and viability within the infrastructure sector• Negotiation to enhance the financial conditions and derivative instruments of the obligations contracted for the key assets• Financial planning, elaboration of annual budgets and update of business plans • Evaluation and execution of financial strategies -
Investment Banking Associate En Altor Finanzas E InfraestructuraAltor Finanzas E Infraestructura Jan 2017 - Jan 2020Ciudad De México, México• Financial advisory to private companies and public entities • Advisory to reach refinancing and restructuring operations, as well as contracting short and long-term debt• Design of investment strategies through a prior valuation of the profitability• Financial models
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Advisor And Investment Banking AnalystSecretaría De Hacienda Y Crédito Público Oct 2014 - Jan 2017Ciudad De México, México• Design, structuring and implementation of the Program “Escuelas al Cien” to get MX $50 billion in the stock market and execute educational infrastructure projects in the country and benefit more than 33 thousand schools and more than 5 million students• Financial structuring, definition of investment priorities, elaboration of the financial model and sales documents for potential investors• Assuring viability and implementation of strategic projects in diverse economic sectors while ensuring a good utilization of government resources
Jose Luis Peña Saavedra Education Details
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Master Of Business Administration - Mba -
Master In Management -
Actuarial Science
Frequently Asked Questions about Jose Luis Peña Saavedra
What company does Jose Luis Peña Saavedra work for?
Jose Luis Peña Saavedra works for Invex Capital
What is Jose Luis Peña Saavedra's role at the current company?
Jose Luis Peña Saavedra's current role is MBA | Investment Banking | Master in Management | Corporate Finance | Financial Planning.
What schools did Jose Luis Peña Saavedra attend?
Jose Luis Peña Saavedra attended Egade Business School Del Tecnológico De Monterrey, Essec Business School, Universidad Nacional Autónoma De México.
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