Ana Garcia Montoro

Participating in a full-time cooperative education (co-op) program, a semester-long internship combining academic study and professional experience, at CSG Partners, a boutique investment bank focused on Employee Stock Ownership Plans (ESOPs). Responsible for financial modeling, valuation analysis, and supporting client presentations and live deal execution.

Internship - Contributed to conducting valuations of companies, assets, and projects for mergers, acquisitions, financial reporting, and investment purposes - Assisted in building financial models with projections of the income statement, balance sheet, and cash flow statements incorporating future growth assumptions - Gathered data, calculated relevant ratios, analysed markets and databases, and detailed valuation reports, pushing me to thrive in a fast-paced environment, and remain calm under pressure

- Engaged in a selective insight program providing exposure to Mergers & Acquisitions, Asset Management, and Sales & Trading divisions - Collaborated with teams on case studies and co-presented investment strategies to senior executives, enhancing my communication skills - Participated in training sessions on financial modelling, risk assessment, and valuation techniques while managing multiple tasks at the same time

GPA: 3,958/4 Beta Gamma Sigma inductee: honor society recognizing the top 10% of business students worldwide. Dean's List all semesters Research Assistant for Professor Ruth Aguilera Spring 2025 BSIB Ambassador Member of the Finance and Investment Club

Class representative Grade: 9/10 Honours: Matemáticas financieras, Alemán