Jake J. Email & Phone Number

New York, NY, US

Manhattan, New York, United States

Seattle, Washington, United States

Eugene, Oregon, United States

Eugene, Oregon, United States

• Contribute to the direction and management of two, long-only investment portfolios worth $2.3 million using fundamental value-investing strategies
• Utilize discounted cash flow analysis and company comparable analysis using revenue, working capital, and capitalization models to value publicly traded companies and determine if potential investments are overvalued.
• Create thoroughly researched equity reports to support valuations and conduct business and industry analysis basedoff of SEC filings, earnings calls, financial data, and sell-side equity research reports
• Present investment reports and valuation models to UOIG members while strongly defending thesis points and providing accurate evidence for assumptions
• Partake in group discussions on other analyst’s presentations on their valuation methods, assumptions, and recommendation through analyzing their spreadsheets and report

Portland, Oregon Metropolitan Area

• Contributed to $800k-$3m EBITDA deals through competitor, industry, product, and other ad hoc due diligence for confidential information memorandums (CIM)
• Supported the sourcing and deal team through buy-side research for acquisition and strategic positioning purposes
• Identified potential investors by creating a list of contacts and ensuring terms and criteria are met for both parties