Jaime Morales

I am an analytical and entrepreneurial person, with experience in transaction advisory and startup building, who enjoys solving complex problems, taking ownership, and working in fast-moving environments.

Transaction Advisory Group Intern at Alvarez & Marsal (2025-09 – Present)

• Conducted financial due diligence for transactions across wellness & health, financial services, software, education and other sectors, supporting investment decisions for private equity and corporate clients.
• Analyzed financial statements, revenue and margin trends, working capital, operating performance and key business risks during due diligence workstreams.
• Supported commercial due diligence by preparing market opportunity assessments, sector research and acquisition-screening materials for potential private equity investments.
• Automated internal workflows using AI-enabled tools, reducing manual tasks and improving productivity across team operations.

Co-Founder at Gear 2 Peer (2024-09 – Present)

• Co-founded a platform connecting outdoor gear owners with renters among exchange students and tourists in Vancouver.
• Built business strategy, user acquisition plans and operational workflows; winner of Opportunity Fest SFU 2024 Venture Competition among 100+ ventures.

Business Analyst at Saica Group (2024-06 – 2024-07)

• Built and analyzed a database of 150+ clients (2014-2024) to assess lead times, order sizes and delivery performance.
• Analyzed factory, inventory and workflow data to improve production efficiency, reduce waste and align operations with forecasts.
• Presented recommendations to senior management to optimize scheduling and prioritize critical orders.

Business Analyst at Quadriga Asset Managers (2022-01 – 2022-06)

• Analyzed variable and fixed costs (e.g., office supplies, building operations, electricity) to identify profit margin improvements.

Business Analyst and Real Estate Finance Intern at Proinca S.A (2021-05 – 2021-09)

• Created real estate contracts, brought in 10 new clients and helped remodel the firm's accounting and technological systems.

Bachelor in Business Administration with concentration in Data & Business Analytics – IE University (2021-09 – 2025-12)

Investments, Real Estate Investments, Start Up Experience, Sustainable Innovation and Ethics with Law in Business – Simon Fraser University (SFU) (2024-09 – 2024-12)

International Baccalaureate Diploma – International College Spain (ICS) (2019-09 – 2021-06)

– Dover College (2012-09 – 2013-06)