G

Gustavo Santa Rosa Garcia

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Mexico City, Mexico
Contact Gustavo regarding: 
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Full-time jobs

Timeline

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Résumé

Jobs verified_user 0% verified
  • StepStone Group
    Advisor
    StepStone Group
    Dec 2024 - Current (1 year 10 months)
    • Structuring a series of innovative public issuance securities backed by US Direct Lending loans. Managing key aspects of the process: financial modelling, relationships with institutional investors, negotiations with rating agencies, investor roadshows, internal committee presentations, overseeing regulatory fillings, etc.
  • C
    Director - Investments and M&A
    Centauro Energy (part of Macquarie Asset Management)
    Jul 2023 - Dec 2024 (1 year 6 months)
    • Director level position at the Renewable Energy developer arm of Macquarie Asset Management in Mexico
    • Responsible for corporate finance affairs: capital raising, debt financing, investors relations, board approvals and presentations
    • Refinanced the first self-supply renewable energy portfolio in Mexico
  • A
    Investment Manager
    Ameris Capital (Alternative Asset Manager)
    Jan 2022 - Jul 2023 (1 year 7 months)
    • Responsible for the entire investment strategy (planning and execution) of Ameris Capital in Mexico
    • Invested over US$150M in Alternative Assets/Companies: Middle-Market NBFIs, Fintechs, Corporates, Infrastructure & Energy projects, and Industrial Parks Developments
    • Executed secondary investments (US$50M) in Peruvian Funds whose underlying assets were Real Estate projects located across Peru
    • Annual gross IRR of my portfolio reached 15% in USD
    • Devised a pioneering Nearshoring-oriented Investment Fund (US$200 M) focused on companies and projects leveraging supply-chain logistics and Nearshoring-induced market dynamics
    • Developed the entire ESG framework of Ameris Capital in Mexico
    • Member of cross-bord
  • I
    Portfolio Manager (Infrastructure & Energy)
    Inter-American Development Bank (IDB Invest)
    Aug 2020 - Jan 2022 (1 year 6 months)
    • Managed a portfolio of US$376 MM comprised by Solar PV plants and Wind farms located across Mexico. Activities included, due-diligence, operational review of the projects, analysis of financial statements, analysis of contractual covenants and legal clauses, and examination of macroeconomic, regulatory, and sector-focused developments to gauge any impact on the portfolio
    • Developed financial models for infrastructure and energy projects. Main features of models included, P90 and P50 energy production scenarios, merchant energy market sensitivity scenarios, PPA's product (e.g. energy, CELs, capacity) prices analysis, and Cash Flows and DSCRs projections
    • Active participant in meetings with the IDB Invest management team to gaug
  • BNY Mellon
    Consultant
    BNY Mellon
    Jun 2020 - Aug 2020 (3 months)
    • Devised a comprehensive sustainability framework to assess impact measurement for companies in order to support investors in their investment decision making
  • United Nations Environment Programme Finance Initiative (UNEP FI)
    Consultant
    United Nations Environment Programme Finance Initiative (UNEP FI)
    Jun 2020 - Jul 2020 (2 months)
    • Established an ESG methodology and a database to assess the net-zero emissions objective in investment portfolios across Oil & Gas, Automotive and Utilities industries
  • L
    Consultant
    Lazard Asset Management
    Mar 2020 - May 2020 (3 months)
    • Developed a database and an ESG framework to understand the impact of energy regulation in portfolios across the largest economies (US, China, EU, UK and Japan)
  • Moody's
    Associate, Structured and Infrastructure Finance Group
    Moody's
    Jan 2015 - Nov 2018 (3 years 11 months)
    • Implemented the main methodology for the Mexican structured finance portfolio valued at US$8 Bn
    • Developed from scratch the entire monitoring process for the Mexican structure finance portfolio
    • Responsible for the credit rating assessment of the largest domestic Residential Mortgage-Backed Security (US$600 MM)
    • Responsible for the credit rating assessment of the largest Warehouse Facility (US$200 MM) in Moody's Mexican structure finance portfolio
    • Coordinated the first infrastructure transaction (US$120 MM) in Latin America backed by a portfolio of wireless communication towers
    • Authored nine research papers about credit and political risk in securitizations
    • Managed a team of junior analysts from Mexi
  • Citibank
    Analyst, Risk Management Division
    Citibank
    Sep 2013 - Dec 2014 (1 year 4 months)
    • Developed the origination criteria for the Consumer loans portfolio (US$170 MM).
    Achieved a performance improvement of 200 bp in 6 months
Education verified_user 0% verified
  • University of Cambridge
    Master of Finance (MBA in Finance equivalent)
    University of Cambridge
    Jan 2019 - Dec 2020 (2 years)
    Second-class honours; Chevening (British Government) and Mansion House (City of London) Scholar
  • UNAM
    BSc Mathematics
    UNAM
    Jan 2009 - Dec 2012 (4 years)
    GPA 3.7/4.0; Academic-excellence scholar; Research stay at UC Davis
    Dissertation: Applications of Quantile Value at Risk (VaR) in stock indices
    Internship at the Central Bank of Mexico in the Financial Risk Division