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PILAR DE LA BARRA, CFA

2035 Chancellor St, Philadelphia, PA | (305) 496 2675 | pilardlb@wharton.upenn.edu

EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA
Master of Business Administration Candidate 2021 – Present
• Club Membership: Real Estate Club, Investment Management Club, Finance Club, Latin American Student’s Association,
Tennis
• Intended Major: Real Estate, Finance
PONTIFICIA UNIVERSIDAD CATOLICA DE CHILE Santiago, Chile
Master of Science in Economics (top 5% GPA), graduated with honors 2013 – 2014
• Master’s thesis: “Effects of Education in debts’ taking decisions: Evidence for Chile,” maximum honors (EH Cliolab)
• Achieved academic excellence scholarship covering full tuition and thesis
Bachelor of Arts. in Business Administration, concentration in Economics (top 3% GPA) 2009 – 2013
• Teaching Assistant: Chilean Economic Experience, Introduction to Microeconomics, Microeconomics, Industrial
Organization, Accounting I, Accounting II (2009-2013)
• Research Assistant for Prof. José Tessada (2014 – 2015)

EXPERIENCE
AFP HABITAT (Pension fund with $50bn AUM) Santiago, Chile
Latam Equities Investment Senior Analyst (promoted from Analyst in Jan. 2019) 2017 – 2021
• Developed and pitch over 15 valuation models for financial and transport sectors in Latin American using DCF, multiples
and excess return models, enhancing our performance respect to peers
• Researched and prepared analysis for 3 IPO investments; pitched investment case to CIO
• Participate in asset allocation decisions within direct equities portfolio ($ 3.5bn AUM) by implementing a scorecard to track
undervalued securities within our portfolio
• Managed portfolio relationships: ensured communication through calls and meetings with IRs and CFOs of companies
followed; led meetings with sell-side analysts
• Analyzed and evaluate 16 credit issuers: monitored 8 major credit issuers to deliver monthly updates to fixed income team;
provided stress tests and full opinion annually in the Credit Risk Committee
• Generated and supervised investment area annual budget: coordinated with planning area; unifying all area needs; presented,
with CIO, proposed budget to CEO. Collaborated with accounting and planning to provide monthly follow-up on expenses
• Won Inspira Award: Company values award for team work, ethics and excellence
UNIVERSIDAD DE LOS ANDES Santiago, Chile
Capital Markets course, Assistant Professor 2017 – 2018
• Taught half of course’s classes to 5th year students of BA in Business Management
AFP HABITAT (Pension fund with $50bn AUM) Santiago, Chile
Fixed Income Investment Analyst 2015 – 2017
• Analyzed statistics to build hard currency Latam corporate debt portfolio: constructed monthly reports of statistics such as
diversification, performance, and performance attribution
• Developed and maintained credit models for 9 quasi-sovereign issuers for the portfolio
• Prepared monthly commentary of fixed income portfolio’s performance for clients’ web page

ADDITIONAL INFORMATION
• Internship: Economics Analyst, Athletera LLC (Financial Advisory Firm) - Developed economic view of Latin American
countries for presentations with clients and prospective clients (Dec 2012 – Feb 2013, NY)
• Community Engagement: Online tutor for a student at Universidad de Chile (2020); CoEmprende Foundation– Mentor for
women with microbusinesses (2016); Apadrina una Familia – Tutored two students for PSU (SAT equivalent) (2011)
• Interests: Cooking, hiking, yoga, tennis, golf, travel, reading contemporary novels
• Languages: Spanish - native
• Skills: Financial modelling, Argus, SQL, Stata, Matlab, Bloomberg

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