My background
- Most recently was an Associate at a PE firm investing in middle-market businesses
- A Senior Analyst at Piper Jaffray in the Leveraged Finance group, working across all industry verticals on LBOs, acquisition financings, refinancings, and recapitalizations
- Previously, spent 2 years at Citi in the Leveraged Finance Credit Portfolio group focused on origination and ongoing credit monitoring of outstanding loans. Was also a member of the Columbia recruiting committee for the Investment Banking Division for incoming Summer and Full-Time Analysts
- Graduated in 2014 from Columbia University with a BA in Business Management and Hispanic Studies. Was a member of the men's nationally ranked D1 Varsity Rowing team and named to the Intercollegiate Rowing Association's All-Academic Team
- Fluent in Spanish
Ask me anything
Current and prospective IB interns: feel free to ask any questions about dos and don'ts, performance, advice, securing an offer, getting something next summer, etc.
WSO Mentors
Do you want a 1 on 1 mentoring session with me? Here's my mentor profile - click here.
WSO Podcast:Bulge Bracket IB Analyst -> MM in Lev Finance -> Private Equity
Member @Clion shares his struggle to land a front office investment banking position, even coming from an ivy league school. We cover his struggle with HR to transition to the leveraged finance team at the bulge bracket, why he eventually decided to lateral to a smaller bank, moving to Austin, TX from New York, NY for an exciting private equity job and why he's now able to hit pause and reassess his options.
Si lo podrias hacer de nuevo, porque entrarias a una profession mas noble?
-- Thought fluency tests were over?
Thank you for doing this! As a 1st year M&A analyst in a lower-tier large bank (HSBC / SocGen / BNP / DB / Barclays), I feel that the chance to jump to a PE fund is extremely limited. My ultimate aspiration is to work at a megafund / large fund ($30+bn). I'm getting conflicting opinions on what I could do to possibly achieve this:
A: First move to higher tier BB then recruit for large PE B: First recruit to a MM / small PE and then move to a larger PE as I progress
What would be your advice on ultimately arriving at this goal?