Paolo Cavalli
Financial Analyst
Monterrey, Mexico,Nuevo León
Summary
Dedicated finance professional with Mexican and Italian citizenship looking to expand analysis capabilities. Most experience comes from a boutique financial consulting firm in a small team of 2 analysts which lead me to face all kinds of financial challenges clients required. Very familiar with financial statements and market analysis. Flexible with strong communication skills, eager to learn from people around me.
Overview
2
2
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Financial Planning Intern
Softtek
Monterrey, Nuevo León
06.2018 - 08.2018
- Prepared research reports on fundamental and economic analysis for all competitors
Venture Capital Intern
IGNIA
Monterrey, Nuevo León
01.2020 - 02.2020
- Assisted with the development of startup valuation spreadsheets
- Attended KPIs meetings with associates and partners
- Interviewed pipeline startups interested in funding
Financial Analyst
MG-Risk Counseling Associates
Monterrey, Nuevo León
02.2020 - Current
- Lead the investment team in a boutique consulting firm
- In charge of developing a weekly Risk & Investment Committee with partners MG Capital to discuss investment opportunities and potential financial and economic risks
- Primarily focused on US stock market, sector and country asset allocation
- Macroeconomic research
- Financial modelling for client projects
- Company valuation projects and other financial consulting exercises which include a strong understanding of financial statements
- Developed market analysis with Bloomberg and Excel
Education
Bachelor of Science - Finance
Tecnológico De Monterrey
Monterrey 01.2015 - 12.2019
Skills
Financial Management
Investment principles
Stock market understanding
Financial Modelling
Communication Skills
MS Office
Bloomberg Terminal
Certification
Licensed AMIB Figura 3
Timeline
Currently preparing for CFA Level 1 due May 2022
05-2022
Financial Analyst
MG-Risk Counseling Associates
02.2020 - Current
Venture Capital Intern
IGNIA
01.2020 - 02.2020
Licensed AMIB Figura 3
12-2019
Financial Planning Intern
Softtek
06.2018 - 08.2018
Bachelor of Science - Finance
Tecnológico De Monterrey
01.2015 - 12.2019