Sofía Rojas Tejada Email & Phone Number

•Evaluate and recommend potential investments in bonds and equity of financial institutions based in Peru, LATAM, North America, and Europe•Monitor the banking sector of Peru and the United States. •Perform valuation analysis including discounted dividend model and comparable analysis •Source open-end funds and ETFs for new investments.•Culture Head: Define and execute initiatives to ensure a good working environment in the Investment Division

•Evaluated potential deals for medium and large cap companies in Peru and LATAM in the following sectors: Financial, Engineering & Construction, Oil & Gas, Industrial, Real Estate and Fishing•Supported the launch and capital raise of SME Fund (PEN 50 million in committed capital). Led the evaluation, due diligence and investment in fifteen deals for PEN 22 million (issuer EBITDA PEN 0.5 – 5 million) •Worked on syndicated loans and club deals of over $135 million and the refinancing and… Show more •Evaluated potential deals for medium and large cap companies in Peru and LATAM in the following sectors: Financial, Engineering & Construction, Oil & Gas, Industrial, Real Estate and Fishing•Supported the launch and capital raise of SME Fund (PEN 50 million in committed capital). Led the evaluation, due diligence and investment in fifteen deals for PEN 22 million (issuer EBITDA PEN 0.5 – 5 million) •Worked on syndicated loans and club deals of over $135 million and the refinancing and restructuring of loans in the portfolio totaling over $100 million, allocated across seven funds•Performed financial projections of the companies in portfolio and monitor their financial covenants•Reported funds’ quarterly performance to limited partners and Investment Committee Show less

Provincia De Lima, Peru

Bsc Economics

Bsc, Economics And Finance

Exchange Programme

Master courses in finance