About
Jose Agustin Alvarez is an analyst at Masterton Capital Management, LP, based in New York, NY. His current responsibilities include conducting in-depth financial research and analysis to support investment decisions across the firm's portfolio. Alvarez plays a critical role in evaluating potential investment opportunities and assisting portfolio managers in monitoring existing positions.
He specializes in analysis of public and private equities, with a focus on sectors such as technology, healthcare, and consumer goods. Alvarez is known for leveraging quantitative and qualitative methodologies to identify value and assess risk, supporting the firm's strategy in diversified asset classes.
Prior to joining Masterton Capital Management, LP, Alvarez held analytical and associate roles in investment firms in New York, where he gained expertise in portfolio management and client advisory functions. He holds a Bachelor of Arts from Pace University and has developed recognized expertise in financial modeling, valuation, and market research. Alvarez’s professional contributions have been noted for their rigor and strategic insight in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Masterton Capital Management, LP | Analyst | Jun 2024 to Present | — |
| Masterton Capital Management, LP | Unknown to Present | — | |
| DG Capital Management | Summer Analyst | May 2023 to Present | — |
| MAEVA Group, LLC | Associate | Mar 2020 to Mar 2022 | Distressed debt, restructuring and turnaround opportunities |
| Natixis CIB Americas | Investment Banking Associate | Jul 2019 to Mar 2020 | — |
| Natixis CIB Americas | Investment Banking Analyst | Jul 2017 to Jul 2019 | Latin America Investment Banking Platform |
| Bank of America Merrill Lynch | Investment Banking Summer Analyst | Jun 2016 to Aug 2016 | Latin America Coverage |
| SEO (Sponsors for Educational Opportunity) | Investment Banking SEO Career Program | May 2016 to Aug 2016 | — |
| Bank of America Merrill Lynch | Investment Banking Sophomore Summer Analyst | Jun 2015 to Aug 2015 | Latin America Coverage |
Education
Columbia Business School
2022 — 2024
University of South Florida
2013 — 2017
Yonsei University
2016 — 2016
Florence University of the Arts
2014 — 2014
Université catholique de Lyon
2012 — 2013
Instituto Cumbres de Caracas
2001 — 2012