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 recently obtained his Chartered Financial Analyst (CFA) charter and is poised to receive his Chartered Alternative Investment Analyst (CAIA) charter in 2025.
