zen Estilo
@zenestilo
I deliver investment-focused financial analysis, portfolio insights, and validated reporting.
What I'm looking for
At JPMorgan Chase & Co., I analyze portfolio-company financials, KPIs, and performance trends to support investment and credit decisions for private equity and venture capital clients. I prepare investor-ready reports, benchmarking studies, and financial summaries that identify growth opportunities, performance gaps, and potential M&A or fundraising prospects.
Previously at S&P Global, I built and validated financial models and datasets, analyzed earnings and revenue segments, and delivered research-driven insights for institutional investors. I've maintained 100% accuracy in Estimates deliverables, earned a Zero Defect Award, and was recognized among the Top 50 Data Analysts for Segment Estimates analysis.
Experience
Work history, roles, and key accomplishments
Conducts detailed financial analysis of portfolio companies using KPIs such as EBITDA, ARR, NRR, Burn Rate, and Cash Runway to support investment and credit evaluation decisions. Prepares investor-ready reports, financial summaries, and benchmarking studies to identify performance gaps and growth opportunities.
Education
Degrees, certifications, and relevant coursework
IPS IBMR Academy
Master of Business Administration, Finance
2020 - 2022
Grade: 80.3%
Pursued an MBA in Finance, achieving 80.3%.
Availability
Location
Authorized to work in
Job categories
Skills
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