Jacob Burr
Cleveland
Summary
Emerging finance professional skilled in investment banking, private equity, and venture capital. Expected BSBA Finance graduate in 2025, with plans to advance education through Georgetown's MSF program. Experienced in conducting thorough financial assessments and supporting high-stakes investment initiatives. Focused on delivering measurable results in dynamic financial environments.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Research Intern
Lancor Consulting
Chagrin Falls
02.2025 - 03.2025
- Spearheaded executive sourcing and market research via Pitchbooks, directly supporting 6+ successful candidate placements across diverse sectors.
- Managed and updated a pipeline of 400+ candidates weekly, enhancing project tracking and reducing placement cycles.
Finance Intern
NorthCoast Ventures
Cleveland
01.2024 - 06.2024
- Analyzed KPIs across 60+ venture-backed portfolio companies, ensuring fund performance and assisting investment team in strategic decisions.
- Built and implemented an AI-based program for generating marketing materials, reducing marketing development time by 40%.
- Presented portfolio performance reports and investment memoranda directly to CFO and senior leadership.
Financial Analyst Intern
The Sherwin - Williams Company
Cleveland
03.2023 - 09.2023
- Identified and resolved 100+ invoice discrepancies using Oracle and Coupa, preserving reporting accuracy and improving financial controls.
- Collaborated with cross-functional teams to enhance system utilization, driving a 15% increase in operational efficiency.
Education
Master of Science - Finance
Georgetown University
Washington, D.C.05.2027
Bachelor of Science - Business Administration
John Carroll University
Cleveland, OH05.2025
Skills
- Python programming
- Advanced Microsoft Excel
- Presentation design
- Document creation
- Financial analysis tools
- Investment research platforms
- Valuation techniques
- Market analysis
Certification
Wall Street Prep Certification, 05/24, Trained in Financial Statement Modeling, DCF, M&A, LBO, and Trading Comparables.
Hobbies and Interests
- Baseball
- Fitness
- Entrepreneurship
- Reading
- Venture Capital & Private Equity
Leadership Experience
- Founder & President, JCU Investment Club, University Heights, OH, 01/23- Present, Founded and scaled John Carroll's largest finance-focused student organization, reaching 100+ active members in 4 semesters., Organized 10+ speaker events and firm visits, including a corporate tour of Clearstead Advisors., Led teams to 1st place in the TradeUpTheStreet competition and Top 50 globally in the Bloomberg Trading Challenge (2,000+ teams).
- Sector Head, Healthcare & Utilities, John Carroll Dornam Fund, Cleveland, OH, 08/24- 12/24, Managed $500K+ portfolio, performing top-down sector analysis, building valuation models, and delivering investment recommendations that outperformed the benchmark.
- Team Captain, ACG Cup Competition, Cleveland, OH, 01/24, 01/25, Led team in providing advisory on a fictional private equity transaction, developing M&A models and strategic recommendations; placed 2nd out of 10 schools.
Affiliations
Founder & President, JCU Investment Club
John Carroll University | Mar 2023 – Present
- Founded and scaled John Carroll’s largest finance-focused student organization, reaching 100+ active members in 4 semesters.
- Organized 10+ speaker events and firm visits, including a corporate tour of Clearstead Advisors.
- Led teams to 1st place in the TradeUpTheStreet competition and Top 50 globally in the Bloomberg Trading Challenge (2,000+ teams).
Sector Head, Healthcare & Utilities, John Carroll Dornum Fund
Cleveland, OH | Aug 2024 – Dec 2024
- Managed $500K+ portfolio, performing top-down sector analysis, building valuation models, and delivering investment recommendations that outperformed the benchmark.
Accomplishments
Team Captain, ACG Cup Competition
Cleveland, OH | Jan 2024 / Jan 2025
- Led team in providing advisory on a fictional private equity transaction, developing M&A models and strategic recommendations; placed 2nd out of 10 schools.
Proficiency
Technical Skills: Python, Microsoft Excel (Advanced), PowerPoint, Word, Pitchbooks, Bloomberg Terminal, Oracle, Coupa, Loxo CRM
Financial Skills: Financial Modeling, Valuation (DCF, Comps, LBO), Investment Analysis, Market Research
Languages: English (Fluent), Spanish (Conversational), Italian (Basic)
Timeline
Research Intern
Lancor Consulting
02.2025 - 03.2025
Finance Intern
NorthCoast Ventures
01.2024 - 06.2024
Financial Analyst Intern
The Sherwin - Williams Company
03.2023 - 09.2023
Master of Science - Finance
Georgetown University
Bachelor of Science - Business Administration
John Carroll University
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