Overview
Work History
Education
Skills
Certification
Timeline
Generic

Andrés Montaña Gonzalez

Miami,USA

Overview

4
4
years of professional experience
1
1
Certification

Work History

Intern

Infinitum Partners
Fort Lauderdale, FL
05.2024 - 08.2024
  • Built and utilized financial models to assess the viability and returns of potential and existing investments.
  • Monitored macroeconomic trends, industry developments, and market movements to identify potential opportunities and risks.
  • Assisted with the onboarding of new investors that grew fund size by more than 150% in AUM.
  • Supported the management of investor inquiries through email and phone communications.

Intern

Graystone Consulting from Morgan Stanley
Miami, FL
05.2023 - 08.2023
  • Conducted research on investment products, market trends, and economic developments to inform client recommendations.
  • Helped draft client communications, investment proposals, and meeting materials to maintain efficient client engagement.
  • Created detailed reports on client interactions to support team strategies.
  • Organized client meetings to discuss needs, updates, and service improvements.

Intern

Infinitum Partners
Fort Lauderdale, FL
05.2022 - 08.2022
  • Collaborated with investment analysts in the due diligence process for current portfolio companies and prospective investments.
  • Conducted comprehensive industry and company-specific research to identify new opportunities and support investment theses.

Intern

Jumbo Capital Management
Quincy, MA
08.2020 - 11.2020
  • Supported the administration of more than 10 properties under management in the greater Boston Area
  • Produced marketing materials for potential tenants

Education

Bachelor of Science - Business Administration

Babson College
Wellesley, MA
05.2025

High School Diploma -

Palmer Trinity School
Miami, FL
06.2020

Skills

  • Microsoft Excel
  • Financial modeling
  • Client communication
  • Microsoft Word
  • Power Point
  • Client engagement
  • Administrative support

Certification

  • Securities Industry Essentials (SIE)
  • Wharton Online Private Equity Certificate

Timeline

Intern

Infinitum Partners
05.2024 - 08.2024

Intern

Graystone Consulting from Morgan Stanley
05.2023 - 08.2023

Intern

Infinitum Partners
05.2022 - 08.2022

Intern

Jumbo Capital Management
08.2020 - 11.2020

Bachelor of Science - Business Administration

Babson College

High School Diploma -

Palmer Trinity School

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Andrés Montaña Gonzalez