Guillermo Valencia

CFA Level 2. Senior Investment Analyst. Emerging Leaders in the Americas Program (ELAP) Scholarship recipient by the Government of Canada. CFA Level 2 and 1 passed on first attempt. Highly proficient in English and moderately in German.

INVERSOR PRIVATE EQUITY FUND Bogota, Colombia Senior Investment Analyst May 2023 – Present • Monitored and supported portfolio companies, providing strategic guidance to top management to ensure financial goals were met. • Structured and delivered technical assistance to GAIA Vitare (an investee), securing a USD 2 million loan from the Inter-American Development Bank for a state-of-the-art industrial plastics waste management project. • Engaged in strategic efforts for Inversor’s second fund (USD 30 million), including the design of the financial model and creation of presentation materials during the fundraising process. • Established and maintained relationships with key stakeholders, including investors, investees’ top management, and the Fund’s senior management and Investment Committee. INVERSOR PRIVATE EQUITY FUND Bogota, Colombia Investment Analyst September 2022 – May 2023 • Supported the exit strategy for the Fund's stake in investees by building financial models and reports that informed the negotiation process. • Participated in the structuring of Inversor's second Fund from a tactical position by developing fundraising decks and supporting documentation for potential local investors. • Engaged with investees in work committees to assess financial performance and discuss growth strategies. • Delivered investment research findings and status follow-ups to senior management and the investment committee. EXPOCREDIT Bogota, Colombia Corporate Credit Analyst Jun 2021 – Sept 2022 • Assessed, analyzed, and interpreted financial information in order to provide a recommendation on potential clients. • Prepared written reports (in English) to support Credit Committee decisions regarding the client’s default risk, credit rating and adequacy of financing. • Engaged with prospects/clients located in the US and LATAM. • Prepared monthly and quarterly decision-making reports for top management. SITEL Bogota, Colombia Quality Assurance Analyst July 2020 – Jun 2021 • Identified causes and recommended solutions to achieve operational goals and meet client expectations. • Delivered weekly presentations for US-based clients about operational results. • Created decision-making reports for managers.

Education CHARTERED FINANCIAL ANALYST (CFA) PROGRAM - Level II Passed July 2024 Successfully passed on first attempt. CHARTERED FINANCIAL ANALYST (CFA) PROGRAM - Level I Passed August 2023 Successfully passed on first attempt. MOUNT ROYAL UNIVERSITY Calgary, Canada Bachelor of Business Administration (Concentration in Financial Analysis) September – December 2019 International exchange program. Relevant Coursework: Business and Financial Modeling with Excel, Investments and Portfolio Management, the Art of Creativity, and Global Business Environment. GPA 4.0. LA SALLE UNIVERSITY Bogota, Colombia Bachelor’s degree in Finance and International Trade. 2015 – 2019 Graduation date: April 30th, 2020. CGPA 4.7.