Jackson Nichols Email & Phone Number

Cedar Rapids, Iowa

• Proactively monitor portfolio company performance, analyzing key metrics and trends, and prepare detailed performance reports for team members• Active in deal sourcing and deal execution; conduct comprehensive due diligence and financial modeling to evaluate potential investment opportunities• Perform semiannual valuations of portfolio companies, utilizing various methodologies and market insights to ensure accurate assessment of asset value and performance• Assist in the… Show more • Proactively monitor portfolio company performance, analyzing key metrics and trends, and prepare detailed performance reports for team members• Active in deal sourcing and deal execution; conduct comprehensive due diligence and financial modeling to evaluate potential investment opportunities• Perform semiannual valuations of portfolio companies, utilizing various methodologies and market insights to ensure accurate assessment of asset value and performance• Assist in the preparation of investment memos, pitch books, and investor relations presentations Show less

Chicago, Il

• Engaged as a member of the UpMarket team, a niche group within the private wealth management division specializing in holistic investment service and advice to ultra-high net worth individuals• Reinforced three-person investment team with $9 billion in AUM by constructing customized investment materials for client and prospect meetings while servicing existing client relationships with timeliness and accuracy• Performed ad hoc trading, research, portfolio analysis & reporting, cash… Show more • Engaged as a member of the UpMarket team, a niche group within the private wealth management division specializing in holistic investment service and advice to ultra-high net worth individuals• Reinforced three-person investment team with $9 billion in AUM by constructing customized investment materials for client and prospect meetings while servicing existing client relationships with timeliness and accuracy• Performed ad hoc trading, research, portfolio analysis & reporting, cash flow modeling, and compliance-related upkeep Show less

Chicago, Il

• Controlled risk on voluntary corporate action events by auditing each offer before its processing, protecting both Northern Trust and its clients from multi-million-dollar financial loss

Iowa City, Ia

• Committed 40-70 hours a week carrying out daily operations for the Iowa Men's Basketball program• Coded 10,000+ hours of opponent game film, prepared in-season scouting reports, and tracked team statistics in Excel daily• Arranged travel for team personnel and high-profile donors, organized on-campus recruiting visits, coordinated with local catering for daily team meals, and collaborated with the coaching staff to execute summer camps for over 500 kids

• Led walking tours through the University of Iowa's campus with up to 20 adults and prospective students

Master Of Business Administration - Mba

Activities and Societies: Chicago Business Fellows Concentrations: Finance, Economics, Entrepreneurship, Strategic Management, General.

Bachelor Of Business Administration - Bba, Finance

Minors: Economics and Religious Studies