Analytical finance professional focused on problem solving and insight development. A tri-lingual, data-oriented, strategic thinker with strong quantitative and qualitative research acumen, as well as excellent oral and written communication skills.
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Analyst, Energy Transition Investment BankingAkereos Capital May 2024 - Jul 2024London Area, United Kingdom• Performed technical analysis and excel modeling for due diligence efforts on secondary sales and bilateral deals of £ 100MM+• Created company research briefs on core business segments, transaction data, valuation methods, financials, recent news, and trading comps utilizing Bloomberg Terminal and Infralogic• Prepared client presentations and investor memos outlining the development of renewable Energy projects across Europe• Collaborated with stakeholders to assemble data and analyze industry trends to optimize client engagement -
AnalystWrm Group May 2023 - Jun 2023Greater Milan Metropolitan AreaSupported Managing Directors and analysts in private equity operations, gaining hands-on experience in unique investment strategies in the energy and consumer sectors. Conducted in-depth sector analysis in Education, Food, and Energy sectors to support directors and associates to evaluate corporate divestures. Evaluated macroeconomic climates influencing Italian markets and prepared presentations utilizing Excel, PowerPoint, and Bloomberg tools, preparing 6+ strategic pitches based on analysis. -
Private Equity AnalystSun Capital Partners May 2022 - Jul 2022London Area, United KingdomProvided comprehensive due diligence to clients and associates having conducted competitive analysis on entertainment acquisition, focusing on revenue sources and attendance volume, identifying key growth opportunities. Analyzed trends in the entertainment sector trends to develop Excel and PowerPoint presentations to assess current performance, as well as a review of emerging and existing competitors. -
AnalystTalent Resources Jan 2021 - May 2021Greater BostonLed various investment screening processes, collaborating with Analysts to evaluate pitch decks with company staff to identify and recommend companies suitable for investment. Organized and prioritized market research activities, conducting due diligence on potential investment opportunities within the consumer, health & wealth, and hospitality sectors.
Jacob Lee Education Details
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Dean'S List -
Honor Roll
Frequently Asked Questions about Jacob Lee
What is Jacob Lee's role at the current company?
Jacob Lee's current role is Babson College Senior and Finance Major seeking opportunities in finance and investment banking as a Financial, Corporate Finance, or Capital Markets Analyst.
What schools did Jacob Lee attend?
Jacob Lee attended Babson College, Aiglon College.
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Jacob Lee
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