Contact
Office: (914) 294-5492
Education
Universidad Externado de Colombia
Bachelor of Finance and International Relations
Universidad de la Rioja
Master of Business Administration
Senior Analyst
Juan Fernando Muñoz, MBA
Juan Muñoz is a professional in finance and international relations with an emphasis on capital markets, knowledge in fixed income, equities, risk analysis and derivatives. He has experience in product control and corporate finance, previously working as a risk analyst for PEI Asset Management, and a product control intern at JP Morgan Chase. Prior to joining Merritt, Juan worked as a semi senior financial analyst at Sonria Dental Clinics, the main provider of dental services in Colombia. In his time there, Juan monitored KPIs, developed strategies, forecasted budgets, and aided in setting the commercial goals of the company during the COVID-19 pandemic. He holds a Bachelor of Finance and International Relations with an emphasis on capital markets from the Universidad Externado de Colombia in Bogota, and a Master of Business Administration from the Universidad de la Rioja.
In 2021, Juan embarked on his professional journey at Merritt Healthcare Advisors, where he joined as an analyst and would eventually earn the title of Investment Banking Senior Analyst in 2023.
He is currently pursuing his CFA Charter and has already passed level I and II of the CFA program.