Santiago Diaz
Dallas,TX
Summary
Bilingual finance professional from Venezuela skilled in conducting due diligence, analyzing financial models, and preparing investment memos in the Venture Capital industry. Highly motivated problem-solver fluent in Spanish and English seeking finance and investment internships.
Overview
5
5
years of professional experience
Work History
Sales Representative
Cutco Cutlery
Plano, TX
06.2023 - Current
- Provide product demonstrations and build customer relationships, driving sales and promoting brand awareness.
- Conducted market research to identify potential customers and their needs.
- Generated new sales leads through cold calling and networking activities.
Investment Analyst Intern
Rosecliff Ventures
New York, NY
05.2024 - 08.2024
- Worked closely with the investment team to conduct due diligence and market research on early-stage startups across FinTech, enterprise software, artificial intelligence, e-commerce, and space industries.
- Evaluated startup pitch decks and analyzed financial models to create in-depth investment memos, ultimately providing an investment recommendation based on specific investment mandates.
- Compiled financial information to provide pro forma financial analysis and forecasts for a portfolio company considering a merger with a competitor in the FinTech payments vertical.
- Created a marketing research project for portfolio company, Trust & Will, to assist the e-Will and estate planning platform in better targeting the GenZ demographic by leveraging a social media-based content marketing strategy.
- Conducted industry analysis and market mapping for the firm's investments in space technology companies, Interlune, Voyager Space, and Privateer Space, by comparing and contrasting their core underlying technologies, identifying key competitors, and researching the broader space economy regulatory landscape.
- Developed an emerging technologies report for the members of the investment team, highlighting industry tailwinds and limitations of technologies including robotics, quantum computing, virtual reality, and machine learning.
Business Development Assistant
SmartBoost Supplements Co.
Dallas, TX
09.2019 - 03.2020
- Administered product development by shipping samplings and visiting formula and packaging facilities.
- Supported business development by assisting Sales Managers in B&M
accounts such as 7-Eleven, Walmart, and others.
Education
Bachelor of Science - Finance, Minors in Economics and Accounting
Clemson University
Clemson, SC05.2026
High School Diploma -
Jesuit College Preperatory School of Dallas
Dallas, TX05-2022
Skills
- Financial statement analysis
- Investment Memo Writing
- Excel
- Investor Relations
- Economic forecasting
- Company valuations
- Sales closing
- Competitor Analysis
Timeline
Investment Analyst Intern
Rosecliff Ventures
05.2024 - 08.2024
Sales Representative
Cutco Cutlery
06.2023 - Current
Business Development Assistant
SmartBoost Supplements Co.
09.2019 - 03.2020
Bachelor of Science - Finance, Minors in Economics and Accounting
Clemson University
High School Diploma -
Jesuit College Preperatory School of Dallas
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