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Jonathan Holen Email & Phone Number

Private Equity Analyst at Lionchase North America
Location: Greater Boston, United States 5 work roles 2 schools
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Current company
Role
Private Equity Analyst
Location
Greater Boston, United States
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Who is Jonathan Holen? Overview

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Jonathan Holen is listed as Private Equity Analyst at Lionchase North America, a with 57 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Holen.

Jonathan Holen previously worked as Consultant at Dnb and Mortgage Advisor / Kunderådgiver - Boliglån at Dnb. Jonathan Holen holds Master’S In Finance, Finance from Hult International Business School.

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Email format at Lionchase North America

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Lionchase North America

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About Jonathan Holen

As a dedicated finance professional with a strong academic background and hands-on experience, I am well-prepared for advanced roles in Private Equity (PE), Mergers & Acquisitions (M&A), Investment Banking, and Portfolio Management. My journey showcases a consistent ability to balance rigorous academics with professional excellence.Professional Background:At DNB, I served as a Mortgage Adviser and later in Corporate Banking Operations, where I gained essential skills in financial analysis, customer relationship management, and regulatory compliance, particularly in Anti-Money Laundering (AML). My work included onboarding corporate clients, conducting due diligence, and analyzing complex financial statements—key competencies for PE, M&A, and financial advisory roles.Academic Achievements:I hold a Bachelor’s degree in Economics and Business Administration from BI Norwegian Business School, specializing in Coding and Data Analysis. This foundation in data-driven financial modeling is crucial for roles such as Financial Analyst, Investment Associate, and Quantitative Analyst. Currently, I am pursuing a STEM-designated Master’s in Finance at Hult International Business School in Boston, focusing on advanced financial strategies, quantitative finance, and global market analysis, aligning with my career ambitions in trading, asset management, and financial consulting.CFA and Ongoing Development:I am actively preparing for the CFA (Chartered Financial Analyst) exams, further solidifying my expertise in investment management and financial analysis. This positions me well for roles such as Portfolio Manager, Equity Research Analyst, and Corporate Finance Analyst.Key Competencies:Mergers & Acquisitions (M&A): Experience in due diligence, financial valuation, and strategic advisory.Private Equity (PE): Strong analytical skills in evaluating investments and driving value creation strategies.Trading & Investment Banking: Expertise in financial modeling, market analysis, and risk management.Portfolio Management: Deep interest and growing expertise in asset allocation, risk management, and performance analysis.Technical Skills:Advanced financial modeling and data analysis using Python, Excel (including VBA), and SQL.Proficiency in Bloomberg, STATA, and Salesforce, essential in data-driven financial environments.Certifications:Google Advanced Data Analytics SpecializationEconomics of Money and Banking (Columbia University)Introduction to Corporate Finance (The Wharton School)Bloomberg Market Concepts

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Jonathan Holen's current company

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Lionchase North America
Lionchase North America
Private Equity Analyst
Boston, MA, US
Website
Employees
57
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5 roles

Jonathan Holen work experience

A career timeline built from the work history available for this profile.

Consultant

Current
Dnb

Oslo, Oslo, Norge

Worked at DNB's Corporate Banking Operations TMS department

Jun 2023 - Present

Mortgage Advisor / Kunderådgiver - Boliglån

Dnb

Oslo, Oslo, Norge

In my role at DNB's mortgage department, I have been assisting customers through various channels to help them make changes to their mortgages. This has involved analyzing different scenarios and models to determine the best options for the customer's financial situation. Additionally, I have made assessments regarding the customer's mortgage rates to ensure they are getting the best deal possible.One of my primary goals has been to create a positive customer experience throughout the entire process. I have strived to communicate effectively with customers, provide them with helpful information, and address any questions or concerns they may have had.In addition to my day-to-day responsibilities, I have also participated in various training programs to stay up-to-date on industry trends and changes in regulations. This has allowed me to better serve customers by providing them with accurate and relevant information.Overall, my role at DNB's mortgage department has been focused on providing excellent customer service, analyzing complex financial information, and helping customers navigate the often-challenging world of home loans. I am proud of the work I have done and the positive impact it has had on our customers.

May 2022 - May 2023

Track And Field Athlete

Current

Oslo, Oslo, Norge

Jan 2015 - Present

Youth Athletics Coach

Oslo, Oslo, Norge

As a child coach for a group of children born in 2008, I have trained them in various track and field disciplines, utilizing my background as a top-level athlete in the sport. Working with these young athletes has been a rewarding experience, and I have enjoyed sharing my knowledge and passion for the sport with them.My approach to coaching has been to create a fun and engaging environment where the children can develop their skills while also having a good time. I have worked with them on running techniques, jumping, throwing, and overall fitness, tailoring the training sessions to their individual abilities and needs.Drawing from my own experiences as a top-level athlete, I have been able to offer valuable insights and advice on how to succeed in the sport. I have emphasized the importance of dedication, hard work, and discipline, as well as the need for rest and recovery to prevent injury and burnout.As a child coach, I have also recognized the importance of fostering a positive team dynamic and encouraging sportsmanship and respect for one another. I have sought to instill a sense of camaraderie among the children, helping them to develop a supportive and encouraging attitude towards one another.Overall, coaching these young athletes has been a fulfilling experience, and I have enjoyed watching them develop their skills and passion for the sport. I am proud to have been a part of their journey and look forward to seeing where their dedication and hard work take them in the future.

Aug 2020 - Jun 2023
2 education records

Jonathan Holen education

Bachelor'S Degree, Bachelor Of Business Administration

Bachelor’s thesis: The effect of monetary policy on the stock and bond market in Norway and the US, and how to profit from the findings.

FAQ

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What company does Jonathan Holen work for?

Jonathan Holen works for Lionchase North America.

What is Jonathan Holen's role at Lionchase North America?

Jonathan Holen is listed as Private Equity Analyst at Lionchase North America.

Where is Jonathan Holen based?

Jonathan Holen is based in Greater Boston, United States while working with Lionchase North America.

What companies has Jonathan Holen worked for?

Jonathan Holen has worked for Lionchase North America, Dnb, and Il I Bul.

How can I contact Jonathan Holen?

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What schools did Jonathan Holen attend?

Jonathan Holen holds Master’S In Finance, Finance from Hult International Business School.

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