Summary
Overview
Work History
Education
Skills
Websites
Certification
Leadership Community Service
Phone
Timeline
Generic
Paulo Herman Mendoza

Paulo Herman Mendoza

Investment Professional

Summary

Over a decade of experience investing across diverse asset classes, including fixed income, public equities, commodities, hedge funds, private equity, and private debt. Extensive experience in corporate strategy, as well as project and portfolio management, encompassing mergers and acquisitions, capital fundraising, and project financing. Possess extensive expertise in financial modeling for structured finance deals structured equity, term loans and mezzanine/preferred financing. Functioned as a performance manager and informal guide to several junior staff, overseeing their training, promoting a collaborative team culture, and contributing to the retention of talent.

Overview

14
14
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
3
3
Languages

Work History

External Advisor (Part Time)/ Seed Investor

Evolectric
02.2022 - Current
  • Provided seed capital for the venture
  • Introduced the founders to potential partners, customers, and future investors, for a projected $15MM series A raise
  • Assisted in developing the business plan for the retrofitting for Grupo Modelo AB InBev in Mexico for $1MM.

Chief Investment Officer

Grupo Delta
09.2016 - 12.2023
  • Led the implementation of the investment strategy and policy, overseeing assets under management (AUM) exceeding $100 million USD
  • Directed the investment allocation to optimize portfolio diversification, mitigate risks, and capitalize on market opportunities, delivering a compounded annual return of 7.5% for the investment portfolio over seven years
  • Conducted in-depth due diligence for ongoing and prospective investments across diverse asset classes, including fixed income, equities, hedge funds, private equity, and direct investments in emerging ventures
  • Implemented risk management strategies to minimize losses during volatile market conditions, resulting in a 3% reduction in downside risk
  • Successfully directed a cross-functional team from accounting, legal, investing, and finance divisions, achieving a 25% improvement in operational efficiency and reducing costs by 20% over a six-year period
  • Delivered detailed monthly reports to the board on the investment portfolio's performance, including in-depth analysis, key performance indicators, and comparisons to benchmarks.

Subject Matter Expert-Funds

Vettafi
09.2015 - 08.2016
  • Directed the research department in conducting pivotal financial market analyses, strategically adapting to emerging trends
  • Showcased deep expertise in market dynamics, economic indicators, and regulatory shifts, utilizing this insight to refine research approaches and inform investment recommendations for the Vettafi platforms
  • Developed and implemented research methodologies for evaluating exchange-traded funds (ETFs) and mutual funds, incorporating financial modeling, industry analysis, and other assessments
  • Led a 10-member, multidisciplinary team in the innovation and improvement of state-of-the-art fintech tools, resulting in a 21% expansion of our institutional customer base through strategic product introductions
  • Produced both the monthly ETF EDGE newsletter, featuring ETF portfolios, top ETF picks, and macro-level opinions and analyses, and the annual ETFdb.com e-book, offering a comprehensive review of the year's ETF performance, a forecast for the upcoming year, and an evaluation of previous ETF recommendations alongside new picks
  • Presented at key industry events and produced impactful research reports and market insights, which were highlighted in esteemed publications including the Wall Street Journal, Bloomberg News, MarketWatch, and U.S
  • News.

Portfolio Manager

SG Alpha Capital
07.2014 - 08.2015
  • Managed a small, leveraged portfolio with assets of $0.5 Million and a total return of 17%
  • Developed and utilized complex financial models featuring simulations and sensitivity analyses to drive decision-making processes
  • Conducted equity valuation analysis for stocks across various industries, incorporating scenario-based assessments to gauge potential outcomes
  • Implemented long/short investment strategies across stocks, options, and ETFs, focusing on sectors such as technology, financial institutions, energy, consumer staples, and real estate.

Global Risk Management Summer Associate

Scotiabank
05.2013 - 08.2013
  • Oversaw the analysis, approval, and management of credit agreements spanning US$20 million to US$100 million, serving a diverse client base in sectors such as consumer staples, energy production, and sovereign entities
  • Delivered presentations, reports, and recommendations to senior management for informed and timely decision-making in line with partnership agreements, while also conducting due diligence on both existing and new corporate credit facilities to guarantee that banking systems accurately represented the terms and conditions within the managed portfolio.

Financial Analyst

Bank of Central America Credomatic
05.2011 - 05.2012
  • Engineered advanced consumer analytics models and strategic frameworks, using cutting-edge tech solutions, catalyzing over $3 Million in annual growth
  • Led an interdepartmental team to uncover and leverage opportunities for improvement within American Express and MasterCard, initiating projects focused on streamlining operations and enhancing efficiency and effectiveness.

Financial Analyst

Hunden Strategic Partners
07.2010 - 02.2011
  • Developed financial models to evaluate the economic impacts of significant real estate and infrastructure investments ranging from $50 million to $100 million, delivering strategic and actionable insights to US municipalities and investors
  • Conducted and presented feasibility studies for prospective projects in small and mid-sized cities, focusing on tax implications, regulatory environments, and competitive positioning.

Education

MBA, Double Major in Portfolio Management and Investment Banking -

Rotman School of Management, University of Toronto
Toronto, Canada
08.2012 - 05.2014

Bachelor of science in Business, Major in Finance-Real Estate, Minor in Psychology - undefined

Kelley School of Business, Indiana University Bloomington
Bloomington, United States
01.2007 - 05.2010

Skills

Presentations and public speaking

undefined

Certification

CFA Institute, Charlottesville, United States, Chartered Financial Analyst, Level 3 Candidate, 02/2024

Leadership Community Service

  • Leap Global Partners, Investment Committee Member, 02/2024, Present, Driving strategic investment
  • Central America Angel Fund Initiative, Member, 09/2023, Present, Providing mentorship for founders of startups in the Central American Region
  • Las Obras del Santo Hermano Pedro Guatemala, Donor and volunteer, 11/2017, 12/2022
  • Junior Achievement Canada, Business mentor, 02/2013, 11/2013, Mentoring a group of 30

Phone

347-993-5510, +502 4673-0635

Timeline

External Advisor (Part Time)/ Seed Investor

Evolectric
02.2022 - Current

Chief Investment Officer

Grupo Delta
09.2016 - 12.2023

Subject Matter Expert-Funds

Vettafi
09.2015 - 08.2016

Portfolio Manager

SG Alpha Capital
07.2014 - 08.2015

Global Risk Management Summer Associate

Scotiabank
05.2013 - 08.2013

MBA, Double Major in Portfolio Management and Investment Banking -

Rotman School of Management, University of Toronto
08.2012 - 05.2014

Financial Analyst

Bank of Central America Credomatic
05.2011 - 05.2012

Financial Analyst

Hunden Strategic Partners
07.2010 - 02.2011

Bachelor of science in Business, Major in Finance-Real Estate, Minor in Psychology - undefined

Kelley School of Business, Indiana University Bloomington
01.2007 - 05.2010

Similar Profiles

CREATE PROFILE
Paulo Herman MendozaInvestment Professional