Jake Stephens Email & Phone Number

Orlando, Fl, Us

Orlando, Fl, Us

Burbank, Ca, Us

Zurich, Zurich, Ch

Zurich, Zurich, Ch

Zurich, Zurich, Ch

Jacksonville, Fl, Us

Serve as a consultant on the Global One Securities Finance product team, supporting a suite of broker and lender clients in over 50 top tier domestic and international commercial and investment banks.- Provide direct support to numerous clients regarding implementation and improvement of complex financial systems on a daily basis. - Developed proficiency in securities finance transaction analysis and Microsoft Excel, as well as familiarity with SAP Business Objects, JIRA (Agile project management), and Unix database management. - Perform analytical and primary liaison duties assisting the team’s top executives, developing internal partnerships with relationship management, sales, development, and post-trade support groups to serve client financial needs. - Successfully completed FIS’s Associate Development Program (ADP), acquiring corporate experience through team-based training and overviews of the fintech industry, with a focus on capital markets and financial treasury. Selected to represent FIS in campus recruiting for the 2020 Class of ADP.

Los Angeles, California, Us

Supported Financial Institutions, Industrial, Technology, and Media groups. Performed in-depth research and financial analysis and created detailed informational packages for both internal executive briefings and client presentations.- Researched market conditions, analyzed financial history, and ran projection models for numerous middle market corporations, gaining proficiency in investment analytics programs such as FactSet, S&P Capital IQ, and SNL.- Created and updated pitch books and roadshow decks to ensure accuracy and meet urgent deadlines.- Assisted Senior Bankers with due diligence, market, and financial research on potential acquisition targets.- Constructed financial forecast models and provided executive summaries for presentation to corporate clients. - Completed Wall Street Prep training on Financial, Cash Flow, and M&A analysis.

London, Gb

Assisted legislative staff of Adam Holloway, Member of Parliament from Gravesham, UK.- Researched and analyzed policy and drafted legislative materials, including speeches and press inquiries.- Met with constituents and interest groups with MP Holloway in both London and his commonwealth.- Conducted extensive analysis of the political climate of Mosul, Iraq and Raqqa, Syria in advance of MP’s visit.

Jacksonville, Fl, Us

Completed multi-dimensional banking internship designed to introduce candidates to core lines of business and key staff functions, including Marketing, Finance, Risk Management and Human Resources.- Collaborated with Retail and Commercial Banking frontline employees to develop marketing strategies and collateral in support of the bank’s community development activities.- Helped Marketing department with the creation of 3 unique “switch packages” to entice new retail clients and enhanced the Bank’s social media exposure through market research and strategic resource realignment.- Assisted executive management in development, layout and refinement of the Bank’s strategic plan for institutional shareholders, and helped management prepare presentation decks for investor conferences.

Lake Buena Vista, Florida, Us

Successfully completed Disney’s Traditions courses, which included both classroom and in-the-field training in the company’s culture, heritage, values, and policies.- Received job-specific training in guest interactions, cultural relations, and public speaking.- Developed adaptability skills while deployed at various locations throughout Disney’s Hollywood Studios, interacting with and entertaining over 10,000 guests throughout the park on a daily basis.

Master'S Degree, International Business

Bachelor Of Business Administration - Bba