Lucas E. Figueroa, CFA

Experience

• 

  J.P. Morgan

  Jun 2010 - Aug 2010

  Summer Analyst

  Participated in the integration of JPMorgan Asset Management’s trade support operationsTested the firm’s trade accounting system and securities database in order to prevent failed trades

• 

  Santander Investment Securities Inc

  Jun 2011 - Aug 2011

  Fixed Income Middle Office Summer Analyst

  Prepared presentations and Excel spreadsheets that included profitability metrics to evaluate the performance of the Equity Sales and Trading divisionCreated the Fixed Income Middle Office manual (approximately 60 pages), which is currently used as a reference by middle office employeesGenerated credit amendment memos for the Project Finance team

• 

  INTL FCStone Inc.

  Jun 2012 - Mar 2014

  Project Finance UnitFinancial Modeling for greenfield and brownfield projects mainly in Latin America, with a focus in Power and Cement.Preparation of marketing materials and offering documents related to capital raising transactions for PFPreparation of due diligence request lists and management of virtual dataroom Emerging Markets focused Investment Bank specialized in equity/debt raising, trade finance, project finance, and M&A advisory.Financial Modeling for equity, debt, M&A, and project finance deals, among others Analyzed companies from a variety of industries such as commodities producers, financial institutions, and energy, among others.Drafted marketing documents such as sales teasers, investor and client presentations, and investment memorandums.

  • Investment Banking Analyst

    Jun 2013 - Mar 2014

  • Investment Banking Analyst

    Jun 2012 - Jun 2013
• 

  Deerpath Capital Management, LP

  Apr 2014 - Mar 2015

  Analyst

  Deerpath Capital Management provides senior debt financing to middle market companies. Deerpath is focused on providing capital for acquisitions, refinancings, ownership transitions and growth opportunities with a hold size of $5 to $40 million. Deerpath has offices in New York, Houston, Los Angeles and Ft. Lauderdale and manages c. $600m in assets.− Evaluate new investment opportunities, including modeling, industry research, and meeting with management teams− Prepare analysis and materials for the firm’s investment committee− Monitor the firm’s existing portfolio companies− Assist in firm’s business development efforts, such as attending industry conferences Show less

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  Banco Sabadell

  Mar 2015 - now

  - Investment in U.S. Corporate Syndicated Loans and Project Finance Loans.- Drafting of investment proposals to be presented in credit committee- Sector agnostic- Refinancings, acquisition financings, LBO financings, dividend recapitalizations

  • Head of Corporate Lending, Structured Finance

    May 2018 - now

  • Vice President, Structured Finance

    Mar 2017 - Apr 2018

  • AVP, Structured Finance

    Mar 2015 - Mar 2017