Pedro Pan

• • Engaged with institutional clients daily to run due diligence processes.

• • Structured and monitored capital allocation models supporting USD 150MM+ in institutional funding, assessing leverage capacity and liquidity requirements.

• • Redesigned debt structure and funding strategy, improving liquidity management and reducing working capital requirements by 40%.

• • Produced shareholder and market reports through Excel, VBA and PowerPoint.

• • Provided asset allocation using Top-Down analysis on macroeconomic indicators and sector trends.

• • Performed Bottom-Up analysis on selected stocks and pitched findings directly to the investment committee.

• • Managed a discretionary portfolio and monitored performance.

• • Led quarterly fundamentals analysis on 10 stocks using quantitative and qualitative research methods.

• • Developed and delivered financial dashboards and reports, leading monthly closings and performance analysis for the digital (E-Commerce) operation.

• • Performed the ongoing FX conversion analysis through Power BI, creating an auto update system.