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Summary Statement: THELTA / Klosters Capital Madrid / Aug. 2023 - Present

Daniel Iglesias is a professional analyst working in alternative investments at a Family Office in Madrid. He has a degree in Industrial Engineering and is preparing for the CFA Level I exam. His experience includes identifying investment opportunities, performing due diligence, and managing portfolios in sectors like retail and luxury hotels. He also has experience in family portfolio management, research analysis, and web consulting.

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0% found this document useful (0 votes)
98 views1 page

Summary Statement: THELTA / Klosters Capital Madrid / Aug. 2023 - Present

Daniel Iglesias is a professional analyst working in alternative investments at a Family Office in Madrid. He has a degree in Industrial Engineering and is preparing for the CFA Level I exam. His experience includes identifying investment opportunities, performing due diligence, and managing portfolios in sectors like retail and luxury hotels. He also has experience in family portfolio management, research analysis, and web consulting.

Uploaded by

daniluispepe
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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DANIEL IGLESIAS

Linkedin
Madrid, Spain | +34 693 42 10 32 | diglesiaslin@gmail.com

SUMMARY STATEMENT
Professional analyst working in an international Family Office, specialized in alternative investments. Industrial Engineer by the
Polytechnic University of Madrid. Currently preparing the CFA I exam and continuously learning about economics through online
professional courses and numerous reports from analysts and investors. I consider myself a loyal, committed person, with great
capacity for teamwork, self-sufficient and adaptable to different circumstances and problems. I have always been eager to work
and be an entrepreneur, which has made me start my own business idea which was financed by a Swedish Venture Capital.

EXPERIENCE
Junior Alternative Investments Analyst - THELTA / Klosters Capital Madrid / Aug. 2023 - Present
Analyst at Thelta, a Family Office dedicated to investments in Private Equity, Venture Capital, and Real Estate markets. With a
strong focus on regions including the USA, Mexico City, and the Iberian Peninsula. We managed assets in excess of $1billion.

• Identification, evaluation and execution of investment opportunities. My responsibilities included performing market analysis, financial
due diligence, financial modeling, and oversight of our investment portfolio.
• Having analyzed over 50 investment opportunities, my focus has included prominent companies in the European retail sector and
luxury hotels throughout Europe. My experience involves thorough assessments and strategic evaluations, particularly in these
dynamic sectors.

Family Portfolio Manager - Self-owned business Madrid / Jan. 2021 - Present


Family portfolio management and monitoring. Portfolio composed of 8-12 positions using long-term GARP valuation.
• Proudly outperforming the SP500 in 2023 and year-to-date in 2024.

Analyst and Research Collaborator - Value4all Madrid / Sept 2022 – Sept 2023
Analysis of sectors, sub-sectors, specific companies on the stock exchange, macroeconomic analysis, and why to invest in
the stock market. This work was given by my TFM tutor, who was very happy with my final work.

• In-depth analysis of the IT sector, studying in depth 5 companies in the sector. Help with a list of YouTube videos about “Nagarro”.
• Analysis of why to invest in the long term and the advantage of investing in spin-offs.

Web Consulting / Landok.es Madrid / Jun. 2022 - Aug. 2023


Website creation and positioning through SEO and SEM.

Accounting & billing / Grupo Agrifluide Córdoba / Jul. 2020 - Aug. 2020
Trainee contract covering post-pandemic Invoice Management and Accounting Documentation Management positions.

EDUCATION
CFA Level I Candidate – CFA Institute Madrid / Jan. 2024 – Nov. 2024
Bachelor’s Degree in Industrial Egineering - Universidad Politécnica de Madrid Madrid / Sept. 2018 – Sept. 2023
Business Leadership - Universidad Politécnica de Madrid Madrid / Jan. 2023 – May. 2023
Valuation and accounting courses - DBF Finance + El Arte de Invertir Online / Jun. 2020 – Aug. 2021
Online marketing Course – Mentorify Online / Jun. 2018 – Aug. 2019

VOLUNTEER SKILLS
Mentoring - Universidad Politécnica de Madrid Microsoft Office, Rstudio, C++,
Elderly assistant - Colegio de educación especial Santo Ángel Aimms, Matlab, Simio, SQL

LANGUAGES
Elderly assistant - Colegio de
ENGLISH SPANISH FRENCH
educación especial Santo
C1 level, spoken and written. Native, spoken and written. B1 level,
Ángelspoken and written.

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