Daniel Uruñuela

Daniel Uruñuela

IB Strategy Trainee

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location of Daniel UruñuelaMexico City, Mexico

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  • Timeline

  • About me

    Investment Professional

  • Education

    • Tecnológico de Monterrey

      2008 - 2011

    • Instituto Tecnológico Autónomo de México

      2011 - 2015
      Licenciatura en Economía Economía financiera

  • Experience

    • BBVA Bancomer

      May 2014 - Nov 2014
      IB Strategy Trainee

      Investment bank strategy division trainee, worked in a FX project constructing and manipulating data bases (cluster analysis) identifying 10 new potential clients.

    • Fitch Ratings

      Feb 2015 - Mar 2016

      Public finance professional, in charge of assigning a credit rating to 12 Mexican entities, involving states and municipalities.- Evaluation of quantitative and qualitative aspects of the state entities. - Participated in the creation of 7 new indicators for credit rating analysis.

      • Public Finance Analyst

        Oct 2015 - Mar 2016
      • Public Finance Intern

        Feb 2015 - Sept 2015
    • Oro Negro

      Apr 2016 - Sept 2018
      Strategic Planning Analyst

      Strategic planning analyst, in charge of the financial matters (modeling, planning and valuation), and the investor relations area. - Financial modeling for new project analysis, asset valuation and debt restructuring.- Assisted in debt restructuring (US$939m), working directly with IBs and bondholders.- Coordinated the annual budget, which involved working with +30 people.- In charge of preparing the quarterly and annual financial reports for investors.

    • Nexxus Capital

      Sept 2018 - Jan 2022

      Private equity and debt professional, with active involvement in 3 portfolio companies, debt mezzanine financing and fund financial matters.- Involvement in company boards, analyzing strategic decisions with management.- Structured and closed two credit lines for a total amount of MXN$220m.- Participated in the restructuring of an MXN$930m debt facility.- Participated in the acquisition of a remittance company in Mexico for US$9m.- Executed distributions, recaps and dividends, to investors for US$46m. Show less

      • Private Equity Associate

        Jan 2021 - Jan 2022
      • Private Equity Analyst

        Sept 2018 - Dec 2020
    • Homie

      Jan 2022 - Aug 2022
      Director
    • Alterna Capital Management, LLC

      Aug 2022 - now
      Director de Fondos Alternativos
  • Licenses & Certifications

    • CFA Level I

      CFA Program
      Dec 2017