JOSÉ MONTES SALAZAR
San Andres Cholula,PUE
Summary
Positive, analytical thinker with keen interest in financial markets and investment strategies. Possesses foundational knowledge of financial modeling and data analysis, coupled with proficiency in Excel and statistical software. Dedicated to leveraging skills to drive data-driven investment decisions and optimize portfolio performance.
Overview
2026
2026
years of professional experience
Work History
Acquisition Management Analyst
Sage Investment Group
01.2025 - Current
- Conduct comprehensive market research across U.S. submarkets to identify underperforming hotel assets with high conversion potential, assessing demographic trends, employment growth, and rent dynamics.
- Build and maintain financial models (DCF, IRR, sensitivity) to evaluate acquisitions, integrating rent comps, T12 financials, and CapEx assumptions.
- Support the execution of acquisition strategies, performing underwriting, feasibility analysis, and due diligence to ensure projects meet return thresholds.
- Prepare detailed investment memoranda and analytics presented to senior leadership, investors, and lenders to support deal approval.
- Coordinate cross-functionally with asset management, legal, and construction teams to ensure alignment from underwriting through closing.
- Manage and maintain the deal pipeline in Pipedrive, scoring opportunities based on Cap Rate, NOI, and population growth metrics to prioritize viable targets.
- Participate in negotiations and structuring of acquisition deals, collaborating on financing terms, capital stack composition, and transaction documentation.
Investment Analyst
Cumplo
01.2023 - 12.2024
- Managed a USD 10M portfolio of SME loans, optimizing risk-adjusted returns through data-driven portfolio allocation.
- Developed credit scoring models and financial dashboards (QuickSight, Excel) to monitor portfolio performance and detect early-stage delinquencies.
- Launched diversified investment products for HNWIs, improving investor retention by 30%.
- Collaborated with Legal and Product teams to automate risk classification and streamline due-diligence workflows.
Finance Manager & Investor Relations
Luciole
01.2022 - 12.2022
- Structured financial models and KPIs to forecast burn rate, cash flow, and investment runway.
- Supported fundraising by preparing investor materials and financial projections, facilitating investor acquisition across LATAM.
- Created performance dashboards and financial forecasts for product expansion and investor updates.
Investment Portfolio Analyst | Internship
FIRA
- Conducted macroeconomic and microeconomic analysis for agribusiness portfolios exceeding USD 50M.
- Assisted in developing risk-based investment strategies and performance reporting frameworks.
Education
Bachelor of Economics and Finance -
Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM)
Puebla, Mexico01.2022
Skills
- Financial Modeling
- Private Equity
- Real Estate Underwriting
- Valuation
- DCF
- P&L Analysis
- Excel (Advanced)
- QuickSight
- R
- SQL
- Stata
- Macroeconomic Analysis
- Portfolio Management
- Bilingual (Spanish/English)
- Cash flow management
- Due diligence
- Valuation techniques
- Portfolio management
- Analyzing investment opportunities
- Real estate analysis
Languages
Spanish
Bilingual or Proficient (C2)
English
Advanced (C1)
French
Intermediate (B1)
Timeline
Acquisition Management Analyst
Sage Investment Group
01.2025 - Current
Investment Analyst
Cumplo
01.2023 - 12.2024
Finance Manager & Investor Relations
Luciole
01.2022 - 12.2022
Investment Portfolio Analyst | Internship
FIRA
Bachelor of Economics and Finance -
Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM)