Finance Professional

Jesus
Pantoja
Cardenas

Investment Banking · Capital Markets · Quantitative Research.
Cross-border M&A advisory and rigorous financial analysis — from deal origination to execution.

Jesus Pantoja Cardenas
Currently
IB Associate · Nassau Street Partners
About

Markets,
transactions,
results.

IB
M&A Focus
4.0
GPA / 5.0
CFA
L1 Candidate
SIE ✓
FINRA Passed

Finance professional with hands-on experience in investment banking advisory, macro research, and quantitative financial analysis. Currently working as an IB Associate at Nassau Street Partners — a U.S.-based boutique advising middle-market clients on M&A, capital raising, and strategic transactions — while completing an MSc in Economics & Finance (Finance Track) at Universidad de Navarra.

My background spans deal execution support across multiple sectors, structured Python-based financial datasets, DCF and multiples-based valuation models, and institutional-quality research. At Miura Financial Research, I co-authored macro and equity research distributed to professional clients. At ISA Intercolombia, I assessed the financial viability of a EUR 221k infrastructure investment under a tight reporting timeline.

FINRA SIE passed. Series 63 and 82 expected mid-2026. CFA Level I exam targeted August 2026. Long-term trajectory: senior roles in global financial centers — Hong Kong, Singapore, or the Gulf.

M&A Advisory & Capital Raising
Financial Modeling — DCF, Trading & Transaction Multiples
Macro & Cross-Asset Research
Quantitative Analysis & Econometrics
Derivatives & Capital Markets
Experience

Professional track record

2026 – Present New York, USA
(Remote)
Investment Banking Associate
Nassau Street Partners
  • Supported capital raising, M&A, and strategic advisory mandates across middle-market clients in North America
  • Developed investor outreach pipelines targeting family offices, private credit funds, and strategic partners
  • Contributed to preparation of pitchbooks, investor decks, and transaction positioning materials
  • Assisted in valuation pipeline across multiple sectors including financial modeling and comparable analysis
M&ACapital RaisingPitchbooksValuationMiddle Market
Nov 2025 – Present Milan, Italy
(Remote)
Macro Research Assistant
Miura Financial Research
  • Supported investment thesis development across macro regimes and AI-driven structural themes affecting public markets
  • Built structured Python datasets covering inflation, rates, FX dynamics, and cross-asset volatility indicators
  • Co-authored institutional research notes and client-ready materials summarizing valuation context, risks, and opportunity drivers
Macro ResearchPythonCross-AssetEquity Research
Feb – Aug 2025 Barranquilla,
Colombia
Consulting Assistant
ISA Intercolombia
  • Assessed financial viability of a EUR 221k infrastructure investment using DCF, IRR, and financial projections
  • Built benchmarking and downside risk diagnostics supporting structured capital allocation decisions
  • Delivered execution-style technical materials integrating stakeholder inputs under tight reporting timelines
DCFIRRInfrastructureRisk Diagnostics
2024 Universidad del Norte
Teaching Assistant — Econometrics II
Universidad del Norte
  • Supported undergraduate instruction in time-series analysis, cross-sectional regression, and applied statistical modeling
  • Designed problem sets and assisted students in applied econometrics sessions and exam preparation
EconometricsTime-SeriesTeaching
Publications

Research & published work

Author · Academic Journal
Implementation of the ISI Model in the Colombian Context
Revista AGORA · Universidad del Norte · 2025

Published academic article applying the Import Substitution Industrialization framework to the Colombian development context. Examines structural transformation, industrial policy, and macroeconomic dynamics across key historical phases of the Colombian economy.

Development Economics ISI Model Macro Policy Colombia Peer Reviewed
Co-Author · Institutional Research
The AI Investment Cycle: Who Benefits, Who Is at Risk
Miura Financial Research · Macroeconomic Research Team · March 2026

Institutional research report analyzing the structural mechanics of the AI investment loop — mapping circular capital flows across NVIDIA, Microsoft, Amazon, Oracle, and OpenAI. Developed a three-level risk hierarchy (Hardware, Infrastructure, Models) to assess CAPEX sustainability against enterprise adoption pace.

Macro Research AI Sector CAPEX Analysis Risk Mapping Bloomberg
Author · MSc Research Paper
Governance Beyond Borders: Legal Mandates and Supply-Chain Private Ordering
Universidad de Navarra · MSc Economics & Finance · 2025

Literature review examining how foreign governance mandates — such as board gender quotas — propagate to domestic firms through supply-chain contracting rather than jurisdictional force. Bridges cross-border governance transfer literature with contracting-network discipline theory and identifies three boundary conditions for spillover transmission.

Corporate Governance Supply Chains Cross-Border Law ESG Academic Research
Education

Academic foundation

Sep 2025 – Present
MSc in Economics & Finance — Finance Track
Universidad de Navarra (UNAV) · Pamplona, Spain
Dissertation: Long Memory in Volatility and Asymmetric News Transmission in the S&P 500 — ARFIMA / Fractional Integration approach across 31 index constituents (2010–2020)
Aug 2021 – Sep 2025
BSc in Economics
Universidad del Norte · Barranquilla, Colombia
GPA 4.0 / 5.0 · Distinguished Student · Teaching Assistant, Econometrics II
Securities Industry Essentials (SIE)
FINRA · Passed Apr 2026
CFA Level I Candidate
CFA Institute · Exam Aug 2026
Series 63 — Uniform Securities Agent
FINRA · Expected 2026
Series 82 — Private Placements
FINRA · Expected 2026
Bloomberg Finance Fundamentals (BFF)
Bloomberg
Bloomberg Spreadsheet Analysis (BQL)
Bloomberg
Goldman Sachs — Risk Job Simulation
Forage · Apr 2025
Introduccion al Trading Algoritmico
Universidad de Los Andes
Quantitative Analyst with R
DataCamp
Finance Fundamentals in R
DataCamp
Applied Finance in R
DataCamp
Accounting & Financial Statement Analysis
365 Data Science
Python for Data Analysis
Universidad del Norte
Trading and Capital Markets
Trading College CO
Skills

Technical toolkit

Finance & Markets
Financial Modeling (DCF)
M&A / Capital Raising
Equity Valuation
Derivatives / Options
Macro Research
Portfolio Analytics
Quantitative & Tech
Python
R / Stata / MATLAB
Bloomberg BFF / BQL
Excel — Advanced
Web Scraping
SQL / LaTeX
AI & Automation
AI Agent Creation
Workflow Automation
LLM Prompt Engineering
Web Scraping Pipelines
AI-Assisted Research
Data Pipeline Design
Languages
Spanish — Native
English — C1
French — Basic
Leadership & Soft Skills
Strategic Thinking
Public Speaking
Team Leadership
Stakeholder Communication
Independent Research
Cross-Cultural Collaboration
Certifications
FINRA SIE — Passed
Series 63 & 82 — Expected 2026
CFA Level I — August 2026
Bloomberg BFF / BQL
Algorithmic Trading — Uniandes
Datacamp Quant Track
Contact
Let's connect

Open to conversations about M&A opportunities, capital markets roles, and finance positions across global financial centers.

Madrid, Spain