Jacob Ball Email & Phone Number

Detroit, Mi, Us

New York, Ny, Us

Dallas, Tx, Us

Dearborn, Michigan, Us

• Managed investments for the company’s C$6 billion Canadian pension plans.• Continued de-risking strategy for Canadian pension plans to reduce funded status volatility and mitigate risk of future company contributions. Supported the company's capital strategy by generating and calculating different asset return scenarios through the quarterly business plan process.• Developed and actively managed relationships with investment managers and assess performance relative to benchmark and peer group.

Pittsburgh, Pennsylvania, Us

• Responsible for growing, retaining, and attracting long term profitable relationships with clients in the Corporate Banking Middle Market segment ($50 - $500 million annual revenue size). • Identified cross-sell opportunities for each assigned relationship. Financial products included credit, capital markets services, treasury management, equipment finance, real estate, workplace banking, wealth management, and asset management.• Performed upfront projection and sensitivity modeling. Led due diligence, negotiations, loan structuring, loan documentation, and annual reviews.

Pittsburgh, Pennsylvania, Us

• Critical role in managing and growing $800MM Corporate Banking portfolio working closely with Relationship Managers to identify new opportunities with current and prospective clients.• Analyzed profitability models for existing and prospective relationships, prepared reports for credit committee, and created presentations for clients and prospects utilizing peer comparison models and industry research.• Utilized discounted cash flow modeling to determine the enterprise value of companies that meet PNC’s leveraged lending guidelines. • Responsible for training and mentoring new full-time analysts and summer interns providing career guidance and advice.

Pittsburgh, Pennsylvania, Us

• Prepared pre-screen memos, credit offerings, and CRMC presentations by determining credit worthiness of borrowers.• Provided analytical support on business development presentations, debt rate analysis, acquisition capacity analysis, shareholder value analysis, capital structure analysis, financial models, and research on different industries.• Assisted in researching prospects and conducting pre-call preparation including pitch-book presentations.

Pittsburgh, Pennsylvania, Us

• Completed a 12-month Corporate Banking Underwriting rotation managing a portfolio of Middle Market and Large Corporate clients. Prepared financial updates by completing periodic reviews and credit offerings. • Evaluated the financial condition of existing bank clients and prospects through financial statement analysis, pro-forma debt service modeling, market research, and risk rating practices.• Completed PNC’s 'Introductory Credit Training', a 6-week intensive course covering advanced aspects of accounting, finance, and commercial lending that apply to corporate banking.• Completed PNC’s Corporate Banking Development Program and participated in sales and product training gaining a firm grasp of the various products offered by PNC and the ability to identify cross-sell opportunities.

Reston, Virginia, Us

Reston, Virginia, Us

Master Of Business Administration (M.B.A.), Finance, General

Bachelor'S Degree, Finance