Central and South America

Southern Cone: Argentina, Chile & Uruguay

• Managed team of 6 Associates assisting firm’s deal-sourcing and research efforts, which included training, task delegation, and deliverables quality control, resulting in firm’s ability to double the number of buy-side mandates pursued at a given point in time• Tracked performance of portfolio of commercial properties valued at $10M+ and prepared financial reports referenced by upper-management and portfolio stakeholders to drive portfolio allocation decisions and fee calculations • Conducted financial due diligence on existing small and mid-size companies ($1M - $20M) through financial statement and pricing analysis, to provide information necessary to guide firm’s investment decision-making process• Improved existing and developed new processes, through implementation of cloud-based platform to facilitate collaboration between team members, and articulation of stage-based progress procedures, reducing time necessary to produce deliverables for clients by 50%, and increasing report reliability and quality

• Analyzed and collected data related to historical comparable transactions as part of valuation of a $100M+ company, which allowed a team of Senior Financial Analysts to use the comparables approach as benchmark to validate results derived using other valuation methodologies• Established strategic partnerships in Latin America through cold-calls, networking events, and use of personal network, resulting in firm’s footprint expansion into region• Represented firm in industry events and speaking opportunities, which consolidated firm’s importance as regional player and increased client referrals received from other professionals

• Analyzed and forecasted trends in the investment behavior of the lower economic sectors in Lima’s Real Estate market• Researched and provided commentary on the efficiency of government policies targeting the Peruvian housing market• Projects included an evaluation of Hernando de Soto’s work, the Peruvian housing market, and the Peruvian informal economy.• Developed reports and worked as part of a team of analysts.

• Wrote report on the allocation of funds for the 'War on Drugs' in Latin America.• Constructed a catalog of the Congressman’s press releases

• Organized, independently, a meeting between a Latin American delegation invited by the U.S. Department of State and a published author in the field relevant to the delegation’s objectives during its U.S. tour