David Velasquez

David Velasquez

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Financial Professional with a passion for Software | Python and Django | SQL
Bogotá, Bogota, Colombia
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Résumé

Jobs verified_user 0% verified
  • SEOS Energy
    External Consultant public Remote experience
    SEOS Energy
    May 2023 - Current (3 years 6 months)
    • Used classification algorithms (random forest, logistic regression) to extract information about the company’s clients, resulting in an overhaul of the credit approval process.

    • Led the design of the company's inaugural KYC policy, striking a balance between implementing thorough compliance checks and maintaining the agility required for a startup. Presented the importance of this process as well as a streamlined implementation proposal for the C-suite, gaining their support for implementation.
  • C
    Senior Investment Associate
    Colombian Healthcare Properties
    Jul 2021 - Jun 2023 (2 years)
    • Engineered a new cash flow projection spreadsheet for the fund, improving forecast accuracy from a monthly deviation of US$1,000 to less than US$100. Achieved this by increasing data granularity and improving interest rate forecasting, resulting in improved resource management and increased investor IRR. Created all visualizations to present forecasts assumptions and results, as well as other financial analysis, to the company’s Board of Directors.
    • Collaborated with the accounting team to reduce tax costs by 70% by enhancing the reporting of monthly operational figures and creating a more accurate year-end budget.
  • Lazard
    Investment Banking Analyst
    Lazard
    May 2019 - Jun 2021 (2 years 2 months)
    Managed financial modelling and created presentation materials for the US$ 2bn restructuring and sale of Electricaribe, Colombia's largest private electricity distribution company.
    • Collaborated with regulatory and finance teams to analyse the impact of potential tariff changes on forecasted cash flows. Presented insights to the Vice Minister of Energy, guiding the creation of a transitory tariff regulation.
    • Established strong cross-functional relationships within the company (regulatory, legal, HR, engineering, etc.) to gather information for financial modelling, investor presentations, and due diligence requests.
  • Itaú BBA
    Analyst - CIB Graduate Programme
    Itaú BBA
    Sep 2017 - Apr 2019 (1 year 8 months)
    • Completed six-month rotations in the Credit Team, Investment Banking Department and Corporate Sales Desk.
    • Optimized the process to book transactions of the Sales Desk by creating a VBA macro that automated booking emails depending on product, counterpart, and stage; reducing total workload for traders by c. 5% per week.
  • Round Hill Capital
    Investment Analyst Intern (Part-time)
    Round Hill Capital
    Oct 2016 - Aug 2017 (11 months)

    • Conducted comprehensive analysis of comparable assets and economic trends in the Iberian Peninsula, contributing to successful investment decisions.
    • Built a robust sum-of-the-parts model, incorporating DCF and precedent transaction multiples, to accurately value a UK serviced apartment management company.
Education verified_user 0% verified
  • The London School of Economics and Political Science (LSE)
    Master of Science
    The London School of Economics and Political Science (LSE)
    Jan 2016 - Jan 2017 (1 year 1 month)
  • Universidad del Rosario
    Bachelor of Economics
    Universidad del Rosario
    Jan 2011 - Jan 2016 (5 years 1 month)
Projects (professional or personal) verified_user 0% verified
  • E
    ETF Recommendation Website
    Sep 2023 - Current (3 years 2 months)
    - Designed, coded, and deployed a website where users get investment recommendations.
    • Designed, coded, and deployed a website (using HTML, CSS, Python and the Django Framework) where users get investment recommendations based on their objectives and risk profile, which can be used as a landing page for investment brokers looking to attract retail investors.
    • Created a proprietary algorithm to assign risk profiles and developed a clustering algorithm with Scikit-learn to match potential investments according to their historical returns, which were extracted from Yahoo-Finance’s API.