Simon Morales work email
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Hardworking young professional with a big passion for financial markets, developing economies and investing in new technologies. graduate with a BBA in Finance and Investments and a minor in Economics and trade from the Zicklin School of Business at Baruch College.
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Head Of FinanceVaasBogotá, Co -
Finance & StrategyVaas Jul 2024 - Present -
Fp&A And Ir ManagerFrubana May 2023 - PresentBogotá D.C. Area, Colombia -
Fp&A LeadFrubana Feb 2020 - May 2023Bogotá D.C. Area, Colombia -
Investment BankerBtg Pactual Jun 2018 - Jan 2020Bogotá D.C. Area, Colombia -
Investment BankerHbi Banca De Inversión | Helm Group May 2016 - Jun 2018Bogota, ColombiaSelected Transaction Experience:Project Boggle – Management Buyout of a waste management and water supply company backed by a private equity fund in Colombia (closed December 2017)• Valued the target company through a discounted cash flow model as well as trading and transaction comparables• Analyzed historical performance, evaluated profitability and further growth based on the current company’s pipeline• Assisted in negotiations with management over valuation and post-transaction shareholder agreementProject San Miguel – Refinancing of a US$ 80 MM senior loan for a 44 MW hydroelectric plant in Antioquia, Colombia (closed November 2017)• Projected monthly financial statements to analyze the company’s repayment capacity and fulfillment of current covenants• Negotiated with current lenders new terms and conditions allowing the company to distribute dividends• Prepared a presentation to the Board of Directors explaining the pros and cons of the refinancing and the different structures proposed by the lendersProject Tea – Sale of a minority stake in one of the largest healthcare groups in Colombia to a strategic investor• Performed financial due diligence on eleven companies under the group’s umbrella to determine base case, as well as downside and upside revenues, costs, and capital expenditures assumptions• Valued the group through a Sum of the Parts valuation methodology by using a DCF model on each company and a DDM model for the insurance provider -
Investment Banking AnalystBank Of America Merrill Lynch Jun 2015 - Aug 2015Greater New York City AreaSelected Transaction Experience:Acquisition of a major life, property and casualty insurance company• Performed analyses across the life, property and casualty insurance industries in Chile in order to benchmark the target company against its competitors• Projected earnings and cash flows for the ISAPRES (private healthcare providers) sector to analyze the potential impact of healthcare reform on the collective valuation of the industry Banco de Reservas – US$177 mm Follow-on High Yield Senior Pass-Through Notes due 2020 (closed August 2015)• Created an internal marketing memorandum, prepared credit approval memos and worked with the sales and trading and debt capital markets teams to structure the offer AES Gener – US$450 mm Senior Unsecured Notes due 2025 (closed July 2015) • Constructed a thorough roadshow presentation and marketing materials with an extensive overview of the company’s current financial and operational stage, under-construction and future projects, and debt schedule supporting the transaction rationale -
Lending ConsultantAccion East Feb 2015 - May 2015New York, New York• Processed online applications by pre-screening clients, analyzing credit reports and structuring the appropriate loan product• Collaborated with managers and clients to compile complete business loan packages and increase document collection efficiency • Performed initial financial analyses after all documents are collected before submitting applications to the underwriters -
International Market Research Summer AnalystAvenida Capital May 2014 - Sep 2014Greater New York City Area• Performed research on the macroeconomic environment and real estate markets in Latin America, and drafted the market section of the Private Placement Memorandum for a $300MM fund focused on real estate development in Colombia. • Worked in collaboration with a Colombian affiliate to create presentations for a new income fund focused on acquiring existing real estate assets. • Conducted a comparative analysis of regulatory and tax laws between the United States and Colombia for the purpose of establishing an affiliated foundation. • Valuated existing and future pipeline investment projects in Colombia's largest cities. -
Coach, Assistant CoordinatorBayside Tennis Center May 2011 - Jun 2013• Provided coaching and technical assistance to children and adults. • Assisted in the creation and structuring of the summer clinics and camps for approximately 35 students. • Developed a series of activities related to other sports which indirectly would improve the tennis technique of the client.
Simon Morales Skills
Simon Morales Education Details
Frequently Asked Questions about Simon Morales
What company does Simon Morales work for?
Simon Morales works for Vaas
What is Simon Morales's role at the current company?
Simon Morales's current role is Head of Finance.
What is Simon Morales's email address?
Simon Morales's email address is si****@****ual.com
What is Simon Morales's direct phone number?
Simon Morales's direct phone number is +5731521*****
What schools did Simon Morales attend?
Simon Morales attended Baruch College, City University Of New York (Cuny).
What are some of Simon Morales's interests?
Simon Morales has interest in Writing, Goat The Movie, Luna Party Nyc, Intralinks, Legaats, Pierre And Singh, New Technologies, 5 Minutitos Más, Mexican Restaurant, Windows.
What skills is Simon Morales known for?
Simon Morales has skills like Microsoft Excel, Finance, Emerging Markets, Bloomberg Terminal, Valuation, Coaching, Cross Border M&a, Financial Analysis, Analysis, Economics, Investments, Public Speaking.
Not the Simon Morales you were looking for?
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Simón David Muñetones Morales
Product Owner | Co-Fundador Dialéctica | Desarrollo De Producto Digital | Innovación Y Emprendimiento | Mercadeo EstratégicoAntioquia, Colombia -
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Simon Morales
Diseñador Industrial De La Universidad El Bosque | Representación 2D Y 3D | Diseño De Mobiliario En Punto De Venta | Diseño De Producto | BocetaciónBogota, D.c.
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