WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

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Find Your Mentor with Filters Below

New Mentor!
Member since 2025
Investment Banking
  • Private Credit

Finance professional with experience in leveraged finance, private debt, and acquisition financing. Skilled in LBO modeling, credit analysis, and structuring non-investment grade debt solutions. Fluent in French, Italian, English

  • Paris
New Mentor!
Member since 2026
Other

Hi everyone,

My name is Jesús, and I'm currently working at Morningstar as a Data Specialist. As everyone might know, Morningstar is a leading company in providing financial data to investors. Thanks to Morningstar's coverage of financial investments, I have to analyze and understand financial data and documents from different types of investments such as equities, open-end funds, closed-end funds, ETFs, etc.

Recognizing the growing importance of technology in finance, I have complemented my financial expertise with skills in data analytics and artificial intelligence to enhance the quality and efficiency of my analysis. To further strengthen this combination, I completed a Master's degree in Data Analytics, enabling me to leverage data-driven insights while staying at the forefront of industry developments.

I would be more than happy to help you understand not only financial statements or investment concepts but also how corporate life works and how technology impacts business units. This understanding of the corporate world and the current status of the financial markets can be crucial in helping you find your fit within it.

Best Regards,

Jesús HL

  • Madrid
    • Sevilla
  • Madrid
    • Sevilla
New Mentor!
Member since 2025
Investment Banking
  • Investment Banking
  • Equity Research
  • Research Analyst and Fixed Income Trader at Alkhair Capital, currently supporting alternative investment strategies across private debt, private credit, and fund products through financial modeling, client liaison, and investment memo preparation.
  • Authored weekly research reports on Sukuk holdings and conducted valuations of private companies exploring M&A opportunities to support high-conviction investment decisions.
  • Former Equity Research Analyst at Morgan Stanley, delivering macro and equity strategy research, refining financial models, and publishing proprietary analysis to support global institutional clients.
  • Dubai
    • London
  • Dubai
    • London
New Mentor!
Member since 2026
Management Consulting
  • Toronto
New Mentor!
Member since 2020
Accounting
  • Investment Banking
  • Accounting
  • He served in BFIL (A Business correspondent of Indusind Bank) for two years as an Internal Auditor in India
  • IB intern in the global cloud IB division doing research for strategic partnership, M&A and joint venture
  • Bachelor and Masters of Commerce with an MBA
New Mentor!
Member since 2025
Management Consulting
  • Consulting
  • Accounting
  • Corporate Finance
  • Corporate Strategy
  • Risk Management

Visionary and Hands-On Consultant with Risk and Finance Expertise-As-a-Service. Embracing Innovation for Positive Change and Value Creation. (Executive MBA - Passed CFA Level 2 - Pending FRM certification)

  • Brussels
    • Bangkok
  • Brussels
    • Bangkok
New Mentor!
Member since 2026
New Mentor!
Member since 2026
Risk Management
    • Bahía Blanca
    • Bahía Blanca
New Mentor!
Member since 2025
Other
  • Accounting

As a seasoned Chief Financial Officer (CFO) with extensive experience in Private Equity-backed organizations, I bring a strategic, results-oriented approach to financial management and growth. Over the course of my career, I have successfully partnered with executive teams and investors to scale businesses, optimize financial operations, and drive long-term value.

With more than 20 years of expertise in leading financial transformation, managing complex capital structures, and navigating the unique challenges of the private equity space, I have a deep understanding of what it takes to maximize value for stakeholders. My experience spans financial planning and analysis (FP&A), M&A activity, fundraising, and enhancing financial performance across diverse industries (chemical industry, food and agriculture, renewable energy, telecommunications, logistics, education and video games).

I am passionate about aligning financial strategies with business goals to achieve sustainable growth, improve operational efficiency, and deliver exceptional returns. Whether leading due diligence efforts, implementing cost-saving initiatives, or advising on exit strategies, I am driven by the opportunity to help businesses thrive in dynamic market environments.

I am eager to contribute my expertise in financial leadership to innovative firms looking to unlock potential and accelerate growth. Let’s connect to discuss how I can add value to your organization.

  • Madrid

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