Jacob Phillips

Jacob Phillips Email and Phone Number

Finance Student at the Kelley School of Business
Jacob Phillips's Location
Minneapolis, Minnesota, United States, United States
About Jacob Phillips

Senior at the Kelley School of Business majoring in Finance. Please do not hesitate to reach out at jiphilli@iu.edu.

Jacob Phillips's Current Company Details

Finance Student at the Kelley School of Business
Jacob Phillips Work Experience Details
  • Intrepid Investment Bankers
    2024 Investment Banking Summer Analyst
    Intrepid Investment Bankers Jun 2024 - Aug 2024
    Los Angeles, California, United States
  • Agora Supply
    Summer Intern
    Agora Supply May 2023 - Aug 2023
    New Hope, Minnesota, United States
  • Portfolio Management Club
    Economic Analyst
    Portfolio Management Club Mar 2022 - Jun 2023
    Bloomington, Indiana, United States
  • Knall-Cohen Fund - Indiana University
    Knall-Cohen Investment Fund – Equity Research Analyst
    Knall-Cohen Fund - Indiana University Mar 2022 - Mar 2023
    Bloomington, Indiana, United States
    One of 58 faculty-selected students from 200+ applicants to engage in a rigorous program replicating the experience of an equity research analyst through fundamental analysis and financial modeling.- Sector: Industrials- Industry: Airlines- Stock: Southwest Airlines Co.
  • Tamid Group At Indiana University
    Investment Fund Analyst
    Tamid Group At Indiana University Sep 2021 - Jan 2023
    Bloomington, Indiana, United States
    Tamid Group helps students improve upon their skills in investment research and consulting. It begins with an educational curriculum, and then introduces students to the Israeli economy for real-world application of the skills developed. - Engage in educational program to learn the concept of value investments and analysis of a foreign market in preparation to be a functioning manager on the Tamid Fund.- Research industry trends using financial databases for technical analysis on… Show more Tamid Group helps students improve upon their skills in investment research and consulting. It begins with an educational curriculum, and then introduces students to the Israeli economy for real-world application of the skills developed. - Engage in educational program to learn the concept of value investments and analysis of a foreign market in preparation to be a functioning manager on the Tamid Fund.- Research industry trends using financial databases for technical analysis on selected industry.- Develop data-driven stock pitch through deep research of industry using fundamental and technical analysis.- Conduct due diligence on the Technology sector to create a detailed industry report, as well as a complete a detailed stock pitch on a company within the Energy sector to be submitted to TAMID Nationals for strict review to be considered for TAMID's national fund. Show less
  • Indiana University - Kelley School Of Business
    Bus-K201 Peer Tutor
    Indiana University - Kelley School Of Business Aug 2022 - Dec 2022
    Bloomington, Indiana, United States
    BUS-K201 offers a rigorous introduction to the topics of data management, information technology, and information systems.- Awarded the opportunity to become a member of BUS-K201 staff as a peer tutor based on high academic performance in the class.- Assisted 25 students for 2-3 hours weekly by engaging in daily operations and coursework on Microsoft Excel and Microsoft Access to teach them how to transform data, use queries, use financial functions, and create charts and tables to… Show more BUS-K201 offers a rigorous introduction to the topics of data management, information technology, and information systems.- Awarded the opportunity to become a member of BUS-K201 staff as a peer tutor based on high academic performance in the class.- Assisted 25 students for 2-3 hours weekly by engaging in daily operations and coursework on Microsoft Excel and Microsoft Access to teach them how to transform data, use queries, use financial functions, and create charts and tables to apply these skills to solve business problems. Show less
  • Bacio Italian Restaurant
    Host
    Bacio Italian Restaurant May 2022 - Aug 2022
    Minnetonka, Minnesota, United States
    Bacio Italian Restaurant provides fresh food inspired from Italian, Mediterranean, Asian, and American culture.-Facilitated the flow of customers and efficiently provided positive customer service by arranging reservations, and providing detailed knowledge about the restaurant menu items.-Communicated effectively with co-workers to meet the ever-changing demands of the restaurant industry.
  • Herzl Camp
    Summer Camp Counselor
    Herzl Camp Jul 2021 - Aug 2021
    Webster, Wisconsin, United States
    Herzl Camp is a summer camp located in Webster, Wisconsin. It allows campers to build life-long friendships, learn new skills, and establish their Jewish identity.- Oversaw the health and safety of 15 campers ranging from ages 8 to 11 years old during a four week camp session to ensure a healthy and positive time at camp. - Created daily programming through communication with co-staff to teach campers the fundamental skills of basketball, and increase their daily physical… Show more Herzl Camp is a summer camp located in Webster, Wisconsin. It allows campers to build life-long friendships, learn new skills, and establish their Jewish identity.- Oversaw the health and safety of 15 campers ranging from ages 8 to 11 years old during a four week camp session to ensure a healthy and positive time at camp. - Created daily programming through communication with co-staff to teach campers the fundamental skills of basketball, and increase their daily physical activity.- Adapted daily routines with program directors for campers based on the ever-changing environment of summer camp, and as a result helped camp operate smoothly.- Worked with mental health professionals to accommodate the needs of struggling campers through adjusting their daily schedules to create a more inclusive environment.- Collaborated with co-staff members to develop meaningful activities to teach campers invaluable life skills. Show less
  • North Sky Capital
    Student Intern
    North Sky Capital Apr 2021 - May 2021
    Wayzata, Minnesota, United States
    - Gained experience in Private Equity and Sustainable Infrastructure through mentorship program.- Shadowed Managing Director of Private Equity firm to learn the fundamentals of the industry and meaningfully participate in meetings.- Acquired strategies for making investment decisions through exposure to potential deals to learn the investment process..
  • Twin Cities Tennis Camp
    Coach
    Twin Cities Tennis Camp Jun 2020 - Aug 2020
    Golden Valley, Minnesota, United States
    - Tennis instructor for middle school aged kids.- Developed daily lessons to teach campers necessary tennis skills to improve their play.

Jacob Phillips Education Details

Frequently Asked Questions about Jacob Phillips

What is Jacob Phillips's role at the current company?

Jacob Phillips's current role is Finance Student at the Kelley School of Business.

What schools did Jacob Phillips attend?

Jacob Phillips attended Indiana University - Kelley School Of Business, Wayzata High School.

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