• Generate leads and develop business opportunities for the firm.
• Oversee all advisory services and transaction execution.
• Create tailored strategies to drive client growth.
• Create and maintain relationships with investors and lenders.

• In charge of running the Capital Markets team.
• Manage relationships with potential lenders and other stakeholders.
• Lead negotiations with debt providers for any new and existing facilities.
• Liaise with heads and directors of other areas of the company to execute internal and external projects.

Achievements:
• USD50 million debt raise with Goldman Sachs.
• Kicked-off project to obtain a banking license in Colombia, created the business plan for the new regulated entity and successfully completed workshops with the regulator to file for the license.

• Act as the primary day-to-day client point of contact and lead banker on deals.
• Lead client negotiations and management discussions.
• Review and coordinate junior bankers' analytical work to move the marketing/execution process forward.
• Train analysts and associate bankers.
• Refine marketing/execution materials for maximum client impact.
• Oversee the creation of financial projection models.
• Liaise with other internal and external parties on transactions (e.g., lawyers, accountants, counterparties).

• Lead management discussions.
• Lead and review junior bankers’ analytical work including financial models, research, and marketing materials.
• Train analyst bankers.
• Liaise with other internal and external parties on transactions (e.g., lawyers, accountants, counterparties).

- Create financial models and projections
- Perform market research
- Create corporate presentations
- Support the execution of M&A and fundraising transactions