Overview
Work History
Education
Skills
Certification
Timeline
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Jakob R. Ovadia

Great Neck

Overview

3
3
years of professional experience
3
3
years of post-secondary education
2
2
Certifications

Work History

Investment Banking Analyst

Aegis Capital Corp
08.2024 - Current
  • Structured and executed equity offerings, including IPOs, follow-ons, and convertible securities, raising capital for clients across various industries
  • Developed financial models and valuation analyses to advise corporate clients on equity issuance strategies and market timing
  • Collaborated with institutional investors and corporate executives to drive successful capital raises, ensuring optimal pricing and market positioning

Outbound Sales Representative

IQPC:SSON
08.2023 - 02.2024
  • Collaborate with the outbound sales team to gather clients for event
  • Discuss current initiatives with C-Suite executives
  • Learn about how AI can solve issues in all sectors of business

Investments and Acquisition Intern

HowDoRentals
08.2022 - 05.2023
  • Communicated with senior realtors on negotiations in order to close the deals
  • Brainstormed ideas and creative ways to assist the realtors with clients
  • Reinforced client relations during closing to ensure smooth and easy process

Education

Bachelor of Arts - Economics

Binghamton University, Harpur College of Arts
08.2020 - 05.2023

Skills

  • Experienced in Microsoft Office Suite 365
  • Powerpoint
  • Excel

Certification

SIE Exam

Timeline

Investment Banking Analyst

Aegis Capital Corp
08.2024 - Current

Outbound Sales Representative

IQPC:SSON
08.2023 - 02.2024

Investments and Acquisition Intern

HowDoRentals
08.2022 - 05.2023

Bachelor of Arts - Economics

Binghamton University, Harpur College of Arts
08.2020 - 05.2023

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Jakob R. Ovadia