Jose Adolfo C.

I'm a quant with 23 years in markets and a senior leadership track record: currently Head Portfolio Manager for LatAm at a private credit fund, and formerly Quantitative Modeling Manager at one of the region's largest banks and Head of Quantitative Analysis at a major pension fund. I bring two things most consultants don't have together: deep, battle-tested financial expertise, and hands-on skill building AI systems that make that expertise faster, more reliable, and more transparent. What I do best ⚡ Financial modeling & valuation: financial projections, company and startup/fintech valuation, DCF, real options, Monte Carlo simulation, scenario and sensitivity analysis. ⚡ Portfolio & investment strategy: portfolio construction, asset allocation, risk modeling, core-satellite design, equity research and stock analysis. ⚡ Credit & structured finance: private credit and credit modeling, private equity fund structuring, financial derivatives and hedging strategies. ⚡ AI for finance (my edge): I design AI-native workflows and agentic research systems for investment analysis, produce evidence-backed, auditable outputs with human-in-the-loop guardrails, and coach finance teams on adopting AI in their real work with tools like Claude and Cursor. I run my own global portfolio and research on exactly this stack. Why clients work with me My seniority means I take on the projects full of uncertainty and quantitative complexity that others avoid. You get more than a polished model: clear reasoning, an honest treatment of risk, and strategic advice you can act on. And increasingly, I help clients not just receive the analysis, but build the AI systems that produce it. Teaching is part of how I work. I lecture at the master's level in Advanced Portfolio Management, Investments, and Financial Derivatives, so I explain complex quantitative and AI concepts in a way decision-makers can actually use. What clients say 🌟 "Jose was responsive, thoughtful, kind, and very qualified. I highly recommend working with him." 🌟 "His skills and expertise in the lending industry gave us leverage and made our business more flexible." Message me and tell me about your project. I'll tell you honestly how I can help, and whether I'm the right fit.