Jonathan Wildes
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Jonathan Wildes Email & Phone Number

Bentley Investment Group Healthcare Analyst at Bentley Investment Group
Location: Waltham, Massachusetts, United States 5 work roles 2 schools
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Current company
Role
Bentley Investment Group Healthcare Analyst
Location
Waltham, Massachusetts, United States
Company size

Who is Jonathan Wildes? Overview

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Jonathan Wildes is listed as Bentley Investment Group Healthcare Analyst at Bentley Investment Group, a company with 77 employees, based in Waltham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Wildes.

Jonathan Wildes previously worked as Business Valuation Summer Intern at Nathan Wechsler & Company and Campus Manager at Fresh Prints. Jonathan Wildes holds Master'S Degree, Finance, General from Bentley University.

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Bentley Investment Group

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Profile bio

About Jonathan Wildes

My name is Jonathan Wildes, a junior at Bentley University, pursuing an accelerated masters in finance with a minor in economics and psychology. I have developed a passion for the small-scale and public valuation work I have done previously. I am looking to expand my knowledge within niche middle market to large-cap company forecasting. Ever since I started an unprofitable athlete-focused apparel business in high school, I have yearned to analyze the workings of a business. Throughout my time as an Analyst in the Healthcare sector of Bentley's investment group, an intern at Nathan Wechsler, and my work through the Adventis financial modelling course, I have developed a strong understanding of how the 3 financial statements interact, how to create a circular forecasting model, how to create a cash proof and work through a quality of earnings, and how to value a company through various approaches.Complimentary to my qualifications, one of my driving factors is my passion for my work. This passion can be seen throughout my LLY pitch as a Healthcare analyst, small-scale business valuation work and due diligence work at Nathan Wechsler, my client network of students and local businesses from my Fresh Prints sales position, and 6 soccer teams that I have captained and coached. I would like to use my knowledge, skills, and experiences to work for a company with a competitive team atmosphere that prides itself on its high standards. I would be open to internship experience in private equity, investment banking, equity research, or asset management.

Current workplace

Jonathan Wildes's current company

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Bentley Investment Group
Bentley Investment Group
Bentley Investment Group Healthcare Analyst
waltham, massachusetts, united states
Employees
77
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5 roles

Jonathan Wildes work experience

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Bentley Investment Group Healthcare Analyst

Current

Waltham, Massachusetts, United States

  • Analyzed 17+ stocks, constructed 3 stock pitches to grow a $1.3 million portfolio of publicly traded equities
  • Created DCFs, Comps, and Porter's 5 Forces analysis based on market trends and company earnings calls
  • Gained experience with Bloomberg and Factset stock tracking, researching and forecasting
  • Pitched LLY, modeled drug pipeline, weighted headwind/tailwind factors, derived expected share price
Mar 2024 - Present

Business Valuation Summer Intern

Concord, New Hampshire, United States

  • Designed valuation models tailored to 6 unique construction and manufacturing companies earning $1M-60M in revenue for gift/estate tax purposes deriving WACC, income adjustments, DLOC, DLOM
  • Advanced due diligence project for $11M technology-construction company by adjusting YoY job expenses to estimate job completion helping sell side get a more accurate valuation and created quality of earnings cash proof
  • Composed 4 reports detailing valuation process, reasoning, and relationships between asset approach, capitalization of earnings, market comps analysis, and public company comparison valuation methods
  • Computed cost of equity with Kroll's company-specific risk, size, & equity risk premiums and risk-free rate
  • Utilized and developed unique Monte Carlo simulation to calculate company-specific risk premium
  • Conducted review or audit work for 7 clients adjusting financial statements and rationalizing YoY changes
May 2024 - Aug 2024

Campus Manager

Waltham, Massachusetts, United States

  • Sold over $7k in custom apparel founding entrepreneurial business and established campus network
  • Pitched deals to local businesses to compete and negotiate against large-scale vendors
  • Managed customer relations, pitched design tools, promotions, and designed mock-ups tailored to clients
Sep 2023 - Aug 2024

Summer Construction Worker

Bellows Construction, Inc

Alstead, New Hampshire, United States

I completed multiple projects on various properties including modernizing old barn into living quarters, sanding and finish work on million dollar property, and demolition and renovation of colonial attic. Organized coworkers and worked with team of experienced construction members and developed hands on skills with power tools, shop instruments, team.

Jun 2022 - Aug 2023

Call Center Specialist

Walpole, New Hampshire, United States

Interacted with bank customers via phone calls and secure emails to answer questions and fix account issues. Trained in banking operations, customer service, and use of customer service software; Jack Henry Experience and Cisco Call systems

Jun 2021 - Aug 2021
Team & coworkers

Colleagues at Bentley Investment Group

Other employees you can reach at bentleyinvestmentgrp.com. View company contacts for 77 employees →

2 education records

Jonathan Wildes education

Master'S Degree, Finance, General

I have been accepted into an accelerated Master's in Finance program so I will have a bachelor's and master's degree in 4 years.

Bachelor'S Degree, Accounting And Finance, Junior

Activities and Societies: Investment Group, Intramural Soccer and VolleyballPresidents list for 2 consecutive years with a 3.78 GPA

FAQ

Frequently asked questions about Jonathan Wildes

Quick answers generated from the profile data available on this page.

What company does Jonathan Wildes work for?

Jonathan Wildes works for Bentley Investment Group.

What is Jonathan Wildes's role at Bentley Investment Group?

Jonathan Wildes is listed as Bentley Investment Group Healthcare Analyst at Bentley Investment Group.

Where is Jonathan Wildes based?

Jonathan Wildes is based in Waltham, Massachusetts, United States while working with Bentley Investment Group.

What companies has Jonathan Wildes worked for?

Jonathan Wildes has worked for Bentley Investment Group, Nathan Wechsler & Company, Fresh Prints, Bellows Construction, Inc, and New Hampshire Mutual Bancorp.

Who are Jonathan Wildes's colleagues at Bentley Investment Group?

Jonathan Wildes's colleagues at Bentley Investment Group include Trung Dang, Jeffrey Lin, Winston Xu, Tyler Bauer, and Jack Ginter.

How can I contact Jonathan Wildes?

You can use AeroLeads to view verified contact signals for Jonathan Wildes at Bentley Investment Group, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Wildes attend?

Jonathan Wildes holds Master'S Degree, Finance, General from Bentley University.

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