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Christian C.

Christian C.

Private Equity Analyst Intern

Followers of Christian C.658 followers
location of Christian C.United States

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  • Timeline

  • About me

    Financial Analyst at PFM Asset Management LLC

  • Education

    • Weston High School

      2013 - 2017
      HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES

    • Wheaton College

      2017 - 2021
      Bachelor's degree Business/Economics

      Activities and Societies: • Keynote Speaker at the Latin Diversity Conference in October 2020. • Organized food drives and hand-pack meals through Feed My Starving Children. • Created and taught free women’s self-defense programs. • Student Portfolio Management Analyst in the Student Investment Fund in 2020 through 2021. • Business Manager of Latin Cabinet in the Multicultural Department in 2019 through 2021.

  • Experience

    • Marion Advisors, LLC

      May 2018 - Aug 2018
      Private Equity Analyst Intern

      • Created analysis reports on a weekly, monthly, and quarterly basis.• Responsible for gathering financial data within the healthcare industry that was included in investor presentations.

    • Spray Rock Capital, LLC

      May 2018 - Jul 2018
      Private Equity Analyst Intern

      Created quarterly presentations on market updates in the solar energy sector.• Investigated infrastructures and processes on companies and manufacturers within portfolios.• Prepared investment target reports to present to senior leadership.

    • Marion Advisors, LLC

      May 2019 - Aug 2019
      Private Equity Analyst Intern

      • Collaborated on presentations for investors and prospects alongside senior management.• Developed uniform templates for due-diligence reports, investor letters, and quarterly reports.• Created models for monitoring business performance, forecasting, and market updates.

    • Wheaton College

      May 2019 - May 2021
      Business Manager (Multicultural Development- Latino Cabinet)

      • Gathered data and provided financial analysis to facilitate key business decisions and strategic planning, leading to a 35% increase in revenue growth from the previous year.• Managed organizational funds and created projected revenue models using excel and reporting the results to senior management.• Called and worked with local Latino-owned businesses for event contracting and partnerships

    • Tucher Capital, LLC

      May 2020 - Aug 2020
      Emerging Market Analyst Intern

      • Analyzed financial statements to optimize portfolio segmentation and reach growth targets• Produced macro-level due-diligence reports and performance reports for current clients.• Organized discussions regarding financing options and better client-investor relations.

    • Staples

      May 2020 - Aug 2020
      Sales Floor Associate

      • Delivered exceptional customer service• Exceptional customer service and strong communication• Engaged in donation marketing

    • Wheaton College Student-Managed Investment Fund

      Aug 2020 - May 2021
      Analyst

      • Worked individually, and with a small portfolio team, earning a total return of 12.73%, in one semester, of the $45,000 our team oversaw.• Worked within a portfolio team researching and presenting investment pitches to the Fund.• In addition to domestic names also reviewed institutions located in Latin America. • Prepared financial analysis on various corporate and financial institutions located in various countries in Latin America including Brazil, Ecuador, Chile, Peru and Colombia. Show less

    • PFM Asset Management LLC

      Jul 2021 - now
      Financial Analyst

      • Prepare advanced strategic reports analyzing credit risk, cash flows and expenditure allocation.• Provide arbitrage rebate, post-issuance compliance and investment valuations services totax-advantaged bond issuers.• Serve as the primary contact for clients, presenting investment progress and ad-hoc reports.

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Christian C.
      Dean's List Wheaton College Jul 2021 To earn Dean's List honors at Wheaton, an undergraduate student must carry 12 or more credit hours and achieve a 3.5 grade point average or higher on the 4.0 scale.https://wheaton.meritpages.com/stories/Christian-Cuevas-Named-to-Wheaton-College-Ill-Dean-s-List-for-Spring-2021-Semester/59749200
    • Awarded to Christian C.
      Dean's List Wheaton College Feb 2021 To earn Dean's List honors at Wheaton, an undergraduate student must carry 12 or more credit hours and achieve a 3.5 grade point average or higher on the 4.0 scale.https://wheaton.meritpages.com/stories/Wheaton-College-Ill-student-Christian-Cuevas-was-named-to-the-Fall-2020-Dean-s-List/48412956
    • Awarded to Christian C.
      Dean's List Wheaton College Jul 2019 To earn Dean's List honors at Wheaton, at undergraduate student must carry 12 or more credit hours and achieve a 3.5 grade point average or higher on the 4.0 scale.https://wheaton.meritpages.com/stories/Wheaton-College-IL-Student-Christian-Cuevas-Named-to-Spring-2019-Dean-s-List-/15558417

  • Volunteer Experience

    • Personal Trainer

      Issued by Freelance, self-employed on Aug 2019
      Freelance, self-employedAssociated with Christian C.

    • Women’s Self Defense Instructor

      Issued by Freelance, self-employed on Aug 2019
      Freelance, self-employedAssociated with Christian C.

    • Volunteer

      Issued by Feed My Starving Children on Dec 2018
      Feed My Starving ChildrenAssociated with Christian C.

    • Discipleship Small Groups Leader

      Issued by Wheaton College on Aug 2018
      Wheaton CollegeAssociated with Christian C.

    • Mentor

      Issued by Aspire: Family and Children's Agency on Mar 2016
      Aspire: Family and Children's AgencyAssociated with Christian C.