Summary
Overview
Work History
Education
Skills
Interests
Timeline
Main development areas
Motivations and work preferences
Hi, I’m

Sofia Gutierrez Negrete

Investment Banking Associate
Mexico City
Sofia Gutierrez Negrete

Summary

Investment banking professional with a comprehensive background in financial analysis and M&A. Managed complex financial transactions and supported senior bankers in high-stakes negotiations. Demonstrated analytical skills and strong communication abilities in fast-paced environments. Recognized for fostering team collaboration and consistently achieving results in dynamic settings. Curiousity and creativity drives me to constantly research and discover new solutions. I am passionate about projects with a significant social or environmental impact. I firmly believe in the importance of having a purpose in everything I do to contribute to well-being in the world.

Overview

4
years of professional experience

Work History

Ernst & Young

Investment Banking Associate
11.2022 - Current

Job overview

  • Preparation of detailed executive reports and presentations for clients. Assisting in the development of financial models. I have participated in M&A projects across various sectors, including energy, retail, consumer goods, real estate, healthcare, and agriculture.
  • Participated in negotiations with counterparties, securing favorable terms for both clients and the firm during transaction execution.
  • Met with clients to generate new business and negotiate contracts.
  • Researched companies and prepared presentations for management and prospective buyers.

Finnovista

Ecosystem and VC Fund Intern
08.2022 - 11.2022

Job overview

  • Communication with Fintech entrepreneurs in the Latin American region.
  • Participated in workshops and presentations related to projects to gain knowledge.
  • Prepared comprehensive reports summarizing data analysis findings, informing key decision-makers of important trends and patterns.

Hewlett Packard Enterprise

Inside Sales Intern
09.2021 - 03.2022

Job overview

  • Maintaining relationships with clients in the APUY region (Argentina, Peru, Uruguay), recording information, and providing suitable solutions for data center equipment.

Education

Instituto Tecnológico De Estudios Superiores De Monterrey

Bs. from Financial Management
07.2022

University Overview

Haute École De Gestion Fribourg (HEG-FR)

Diploma from Financial ManagementHow To Lead With Purpose And Global Impact
07.2021

University Overview

Skills

Advanced English for professional business communication (C2 TOEIC)

Microsoft Office Suite (PPT, Excel, Word, PDF)

Financial modeling and Valuation

Data analysis

Market analysis

Executive report presentations

Artificial Intelligence research tools

Business planning

Investment strategies

Deal execution

Analytical thinking

Customer engagement

Adaptability and flexibility

Project management

Interests

Travel, Social Service, Reading and Writing, Quality time with family and friends, Music, Flamenco, Yoga Certified Instructor 400 HR, Philosophy

Timeline

Investment Banking Associate
Ernst & Young
11.2022 - Current
Ecosystem and VC Fund Intern
Finnovista
08.2022 - 11.2022
Inside Sales Intern
Hewlett Packard Enterprise
09.2021 - 03.2022
Instituto Tecnológico De Estudios Superiores De Monterrey
Bs. from Financial Management
Haute École De Gestion Fribourg (HEG-FR)
Diploma from Financial ManagementHow To Lead With Purpose And Global Impact

Main development areas

Main development areas
  • Detailed-oriented
  • Assertive communication
  • Ease in building relationships
  • Teamwork
  • Consistency
  • Proactivity
  • Financial management
  • Negotiation skills
  • Risk management
  • Organization

Motivations and work preferences

Motivations and work preferences
  • Continuous learning
  • Organizational culture
  • Stimulating challenges
  • Positive impact on society
  • Contributing my skills to company objectives
  • Excellent leadership
Sofia Gutierrez NegreteInvestment Banking Associate