JM

Javier Medina Valdivia

Global Equity at AFP PlanVital • MSc in Finance

Santiago Metropolitan Area

Invests in

Stages:

Locations:

  • Min Investment:

    $100,000.00
  • Max Investment:

    $5,000,000.00
  • Target Investment:

    $2,500,000.00

Work Experience

  • DM Equity Analyst

    2023

2023 - 2023

  • Asset Management Sales & Distribution Intern

    2023 - 2023

    • Development of custom web scrapers using Python to extract financial data from multiple sources, including CMF and Crunchbase. • Developed and delivered corporate presentations for sales pitches to internal and external stakeholders. • Proficient in financial modeling techniques for investment analysis. • Provided corporate presentations on funds, organizations and information to clients on investment options. • Addressed client inquiries, concerns and requests promptly and professionally, resulting in high levels of satisfaction. • Data cleansing and processing using SQL and Python, plus the use of data analysis tools to identify market trends and opportunities. • In-depth portfolio analysis to provide clients with customized investment recommendations, including AFPs and AGFs.

2022 - 2023

  • Undergraduate Teaching Assistant

    2022 - 2023

    • Conducting Python classes and grading projects. • Conducting SQL, Data Science and Finance classes.

2021 - 2022

  • Venture Capital Analyst

    2022 - 2022

    • Participation and consultancy in fundraising programs for startups such as Lab4U, Kilimo, Cuéntame and Edipro. • Support with strategic and financial decisions of companies in the program. • Search and approach with investors for financing rounds. • Preparation of investor decks, communication with potential investors, preparation of databases, analysis of reports relevant to the environment, among other responsibilities.

  • Intern

    2021 - 2022

    • Deck preparation for investor search. • Communication with potential investors. • Preparation of databases and analysis of reports relevant to the environment.