Investment Banking Associate
Current
Jul 2022 - Present
AeroLeads people directory · profile
Jacob Evans Email & Phone Number
Investment Banking Associate at Stephens Inc.
at
Stephens
1 work email found
@stephens.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Banking Associate at Stephens Inc.
Location
Dallas, Texas, United States
Who is Jacob Evans? Overview
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Quick answer
Jacob Evans is listed as Investment Banking Associate at Stephens Inc. at Stephens, based in Dallas, Texas, United States. AeroLeads shows a work email signal at stephens.com and a matched LinkedIn profile for Jacob Evans.
Jacob Evans previously worked as Investment Banking Associate at Stephens and Investment Banking Analyst at Stephens. Jacob Evans holds Bachelor Of Science - Bs, Finance & Economics from Samford University.
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Email format at Stephens
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{first}.{last}@stephens.com
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Profile bio
About Jacob Evans
Jacob Evans is a Investment Banking Associate at Stephens Inc. at Stephens. He possess expertise in customer service, microsoft office, adobe creative suite, sales, microsoft powerpoint and 10 more skills. He is proficient in French.
Listed skills include Customer Service, Microsoft Office, Adobe Creative Suite, Sales, and 11 others.
Current workplace
Jacob Evans's current company
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10 roles · 11 years
Jacob Evans work experience
A career timeline built from the work history available for this profile.
Investment Banking Analyst
Current
Jun 2020 - Present
Investment Banking Intern
Aug 2019 - Apr 2020
Fund Manager - Materials Sector
Bulldog Fund+ Utilize Bloomberg and equity research to find undervalued equities and potential investments for the $2.20MM investment fund+ Actively manage the $200K Materials sector and pitch stocks to other fund managers through fundamental valuation techniques such as comparable company analysis and Discounted Cash Flow (DCF) analysis
Aug 2019 - Jan 2020
Summer Treasury Analyst
+ Developed a model for analyzing peer bank balance sheet volatility in varying interest rate environments+ Updated internal market performance reporting for the investment portfolio team+ Automated Excel spreadsheets to run Bloomberg and S&P Market Intelligence+ Built and updated PowerPoints for ALCO meetings and other presentations
May 2019 - Aug 2019
Investment Management Intern
While at Highland Associates, I interned with the capital markets research team. I worked with my team on numerous projects including:+ Assisted the research team in analyzing capital market trends for OCIO and advisory clients+ Analyzed alternative investment strategies including private equity and hedge funds+ Met with fund managers to assess quarterly.
Jan 2019 - May 2019
Intern Broker
While studying abroad in London, UK, I interned with Miller Insurance Services and broked insurance through Lloyd's of London. My responsibilities included:+ Broking Kidnap/Ransom and Active Assailant insurance to United States clients using the Lloyd’s of London marketplace+ Assisting the Head of North American Business in strategically planning new ways.
Sep 2018 - Dec 2018
Intern - Venture Capital
Alabama Capital Network
During my tenure at the Alabama Capital Network, I served as an analyst with responsibilities including:+ Analyzing financial and market data on startup companies on behalf of investor network + Assisting the CEO, Miller Girvin, in distilling information for membership publication+ Coordinating structured events where entrepreneurs pitch to investor network
Jan 2018 - Aug 2018
Caddie
Pga Valhalla Golf Club
Work as a Professional Caddies Association (PCA) trained caddie. This job entails providing on and off the course service to members and special guests of the PGA owned Valhalla Golf Club.Special Events Caddied For:PGA REACH Kentucky Pro-AmThe Courage and Honor National Invitational
2015 - 2017
~2 yrs
Sales Associate
Worked to achieve sales targets and provide customer service from initial contact to point of sale
2015 - 2015
1 education record
Jacob Evans education
-
Samford University
FAQ
Frequently asked questions about Jacob Evans
Quick answers generated from the profile data available on this page.
What company does Jacob Evans work for?
Jacob Evans works for Stephens.
What is Jacob Evans's role at Stephens?
Jacob Evans is listed as Investment Banking Associate at Stephens Inc. at Stephens.
What is Jacob Evans's email address?
AeroLeads has found 1 work email signal at @stephens.com for Jacob Evans at Stephens.
Where is Jacob Evans based?
Jacob Evans is based in Dallas, Texas, United States while working with Stephens.
What companies has Jacob Evans worked for?
Jacob Evans has worked for Stephens, Founders Advisors, Samford University, Regions Bank, and Highland Associates; Birmingham, Al.
How can I contact Jacob Evans?
You can use AeroLeads to view verified contact signals for Jacob Evans at Stephens, including work email, phone, and LinkedIn data when available.
What schools did Jacob Evans attend?
Jacob Evans holds Bachelor Of Science - Bs, Finance & Economics from Samford University.
What skills is Jacob Evans known for?
Jacob Evans is listed with skills including Customer Service, Microsoft Office, Adobe Creative Suite, Sales, Microsoft Powerpoint, Leadership, Microsoft Word, and Microsoft Excel.
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