Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jordan Reynolds

Chicago,IL

Summary

Dynamic finance professional with experience at Summit Advisory Group and Atlas Capitol. Proficient in financial modeling and market research, I excel in client management and confidentiality handling. Successfully contributed to investment strategies and enhanced portfolio performance, demonstrating strong analytical skills and a collaborative approach to achieving results.

Overview

2
2
years of professional experience

Work History

Investment Banking Intern

Summit Advisory Group
Chicago, IL
06.2022 - 08.2022
  • Assisted in financial modeling and valuation analysis for client presentations
  • Conducted market research to support investment recommendations and strategic decisions
  • Collaborated with senior analysts to prepare pitch books and client proposals
  • Maintained databases with up-to-date financial information and industry trends

Private Equity Intern

Atlas Capitol
Chicago, IL
01.2021 - 05.2021
  • Analyzed investment opportunities by conducting market research and financial modeling.
  • Assisted in due diligence processes by gathering and organizing relevant documentation.
  • Prepared presentations summarizing investment strategies for internal stakeholders.
  • Collaborated with team members to assess portfolio performance and identify improvement areas.

Education

Bachelor of Science - Finance

University of Michigan
Ann Arbor, MI
05-2023

Skills

  • Microsoft Excel proficiency
  • Client management
  • Comparable company analysis
  • Confidentiality handling

Timeline

Investment Banking Intern

Summit Advisory Group
06.2022 - 08.2022

Private Equity Intern

Atlas Capitol
01.2021 - 05.2021

Bachelor of Science - Finance

University of Michigan
Jordan Reynolds