Daniel Cepeda

• Managed a three-person team handling financial analysis and data operations. • Designed and executed a data-driven revenue management strategy, increasing the rent roll 9.4% YoY. • Optimized pricing structures, leading to a 4.6% increase in the portfolio’s occupancy YoY. • Provided financial and analytical support to the partners’ wealth management strategies. • Implemented strategies to increase acquisition lead flow and portfolio growth.

• Underwrote over 1,000 possible deals to determine offer prices and future yields. • Prepared executive summaries and developed monthly and quarterly updates for investors and partners. • Monitored asset performance and ensured compliance with loan covenants to mitigate financial risk. • Worked directly with the company’s accountants and bookkeepers to oversee financial organisation. • Created systems to monitor administrative procedures and tax obligations, improving compliance efficiency.

• Analyzed the Stock Market resulting in the identification of new investments for the family office • Monitored the performance of the company’s stock portfolio • Executed the market study of different opportunities • Performed financial feasibility analysis for the development of construction projects • Assembled follow-up presentations regarding the operation of the company’s investments • Prepared budgets used to optimize the company’s expenses

• Developed financial models for companies in different industries • Prepared confidential information memorandums and teasers • Performed the monthly financial tracking of different companies • Executed the financial modeling of various debt scenarios for debt restructuring processes • Participated in the capital raising advisory for a leading international fund in Latin America • Took part of the due diligence process of a 100% sale transaction

• Organized and graded activities for a class of 88 students • Orientated different groups of students in their consulting projects

• Prepared and graded activities for a class of 24 students • Supported students in their preparation for exams

Judge Business School | Magdalene College | MFin Programme Scholarship | Class Ambassador