Jake Nicholson
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Jake Nicholson Email & Phone Number

Incoming 2026 Investment Banking Summer Analyst at Houlihan Lokey
Location: Wellesley Hills, Massachusetts, United States 6 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Incoming 2026 Investment Banking Summer Analyst
Location
Wellesley Hills, Massachusetts, United States

Who is Jake Nicholson? Overview

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Quick answer

Jake Nicholson is listed as Incoming 2026 Investment Banking Summer Analyst at Houlihan Lokey, based in Wellesley Hills, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Jake Nicholson.

Jake Nicholson previously worked as Selected Member of Pre-Wall Street Class of 2027 at Pre-Wall Street Career Track At Wake Forest and Senior Analyst, Wake Forest Investment Fund at Wake Forest University School Of Business. Jake Nicholson holds Intended Bachelor Of Science In Finance from Wake Forest University.

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Houlihan Lokey

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Profile bio

About Jake Nicholson

I am a sophomore at Wake Forest University with an intended major in Finance and minor in Entrepreneurship. As a detail-oriented, communicative, and ambitious achiever, I lean on my work ethic and teammates to accomplish my goals. I have begun exploring the world of Finance through my selected positions as a member of the Pre-Wall Street Career Track and Senior Analyst in the Wake Forest Investment Fund. Through these experiences, I have developed both technical and analytical skills, while gaining an understanding of capital structure and the various components of a compelling stock pitch. I am interested in a career in Investment Banking or Private Equity, where I can leverage my strong research and analytical skills, and ability to work collaboratively with others.

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Jake Nicholson's current company

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Houlihan Lokey
Houlihan Lokey
Incoming 2026 Investment Banking Summer Analyst
Wellesley, MA, US
AeroLeads page
6 roles

Jake Nicholson work experience

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Incoming 2026 Investment Banking Summer Analyst

Wellesley, Ma, Us

Selected Member Of Pre-Wall Street Class Of 2027

Current

• Engaging in a 34-student academic program that provides members with an accelerated finance course load and weekly group meetings with targeted lessons, guest speakers, group projects, and career development

Jan 2024 - Present

Senior Analyst, Wake Forest Investment Fund

Current

• Attended weekly 2-hour training sessions for 4 months to develop skills in accounting, financial analysis, security valuation, PowerPoint, and Excel modeling to pass a stock pitch memo final assessment• Contributed to 3 investment teams, analyzing opportunities in the Industrials, Energy, and Asset Management sectors for 6 weeks each, culminating in presentations to a funding committee

Oct 2023 - Present

Private Equity Summer Intern

Boston, Massachusetts, United States

• Evaluated 16 lower mid-market investment opportunities over a 10-week period, including industry research, financial analysis and modeling support, contributing to the submission of 3 indications of interest (IOIs)• Supported 4 portfolio companies with comparable company valuation analysis and operational improvement projects, such as a subcontractor cost accounting rollout and a website content review, to drive growth

Jun 2024 - Aug 2024

Sales Employee

Wimpy'S Seafood Cafe & Market

Osterville, Massachusetts, United States

• Developed food service operations skills to serve and satisfy customers for 6 weeks

Jun 2023 - Aug 2023

Business Owner & Trainer

Jake'S Backyard Hoops

Wellesley, Massachusetts, United States

• Developed skills in operations, client relations, and marketing, including the implementation of a website and scheduling software, to drive customer demand and generate a total profit of over $4,000 across 3 years

Jun 2020 - Aug 2022
2 education records

Jake Nicholson education

Intended Bachelor Of Science In Finance

Activities and Societies: Pre-Wall Street Career Track, Wake Forest Investment Fund

Education record

Activities and Societies: Peer Counselor, Varsity Basketball (Team Captain), Varsity Football, Varsity Lacrosse, tour guide

FAQ

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What company does Jake Nicholson work for?

Jake Nicholson works for Houlihan Lokey.

What is Jake Nicholson's role at Houlihan Lokey?

Jake Nicholson is listed as Incoming 2026 Investment Banking Summer Analyst at Houlihan Lokey.

Where is Jake Nicholson based?

Jake Nicholson is based in Wellesley Hills, Massachusetts, United States while working with Houlihan Lokey.

What companies has Jake Nicholson worked for?

Jake Nicholson has worked for Houlihan Lokey, Pre-Wall Street Career Track At Wake Forest, Wake Forest University School Of Business, Jmh Capital Partners, Llc, and Wimpy'S Seafood Cafe & Market.

How can I contact Jake Nicholson?

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What schools did Jake Nicholson attend?

Jake Nicholson holds Intended Bachelor Of Science In Finance from Wake Forest University.

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