Investment management professional with a passion for capital markets and a growing expertise in wealth management. Working at Green Ash, a boutique firm, has enabled me to gain experience in various areas of wealth management, from fund analysis to client relations and portfolio consolidation. Trained by the Head of Institutional Wealth Management, I have benefited from the insights and experience of seasoned professionals. Known for exceptional problem-solving skills, I can consistently deliver material that is well-designed, concise, and straight to the point, enhancing efficiency and supporting my team effectively.- Fluent in English, Italian and Spanish- British passport
Green Ash Partners Llp
View- Website:
- greenash-partners.com
- Employees:
- 12
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Investment AnalystGreen Ash Partners LlpLondon, Gb -
Sales Operations AnalystGreen Ash Partners Llp Jan 2024 - PresentGreater London, England, United Kingdom- Conducted comprehensive comparative fund analyses, focusing on performance, risk-adjusted returns, holdings, and geographical/industry risk, to inform team decisions and client strategies.- Consolidated client portfolio data in detailed monthly and quarterly reports, enhancing transparency and client communication.- Prepared and delivered insightful presentations based on in-depth analyses for client pitches, contributing to successful client acquisition and retention. -
Private Equity InternHamilton Global Opportunities Nov 2023 - Dec 2023London Area, United Kingdom- Conducted extensive research on specific industries and built PowerPoints visualising the information for a LinkedIn HGO initiative, showcasing the industries of some investments. - Updated the 2022 competitor liquidity research in Excel with 2023 values.- Compiled a comprehensive Excel list of 200+ start-ups that could be of interest as an investment, and organized them by date, valuation, seed funding amount, industry, and size. -
Private Equity InternTrilantic Europe Jul 2023 - Aug 2023London, England, United Kingdom- Worked with the London branch to construct a comparative analysis aimed at finding explanations for the differences in EBITDA margins between competitors and the organization of interest.- Transferred the organization's memo balance sheets and P&Ls into Trilantic's Excel format. I ensured that the Excel sheets aligned with the memos and that all the formulas were functioning correctly.- Built PowerPoints for performance review presentations of current portfolio organizations.- Summarized the CTO (Chief Transformation Officer) report for one of the portfolio organizations for an investor proposition presentation.
Lorenzo Vela Education Details
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Entrepreneurial And Small Business Operations -
High School
Frequently Asked Questions about Lorenzo Vela
What company does Lorenzo Vela work for?
Lorenzo Vela works for Green Ash Partners Llp
What is Lorenzo Vela's role at the current company?
Lorenzo Vela's current role is Investment Analyst.
What schools did Lorenzo Vela attend?
Lorenzo Vela attended University Of British Columbia Faculty Of Management, The Webb Schools.
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