Aspiring Investment Banking Associate & Asset Manager
Motivated to make a difference in the world through investment banking and asset management.
Motivated and analytical Year 12 student with a strong interest in investment banking, asset management, and accountancy, demonstrated through hands-on virtual finance programs with JPMorgan, BofA, and Standard Chartered.
Ranked top 5% in Maths, building strong foundations in valuation, financial modelling, and macroeconomics. Seeking opportunities to apply these skills in a real-world finance environment.
Bank of America
Identified an ideal acquisition target for a client based on a SWOT analysis and assessment of their strategic criteria. Constructed a DCF model to calculate the implied equity and share value of the acquisition target. Completed a sensitivity analysis to illustrate how the target's valuation would change as variables change. Created a company profile summarizing all key information about the target.
JPMorgan Chase
Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria. Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption. Created a 2-pager for the client containing a company profile and summary of the auction process.
Kwanda
Supported marketing campaigns through content creation, social media management, and market research. Assisted in developing brand messaging strategies, coordinated promotional events, and analysed campaign performance metrics.
777665555
St Matthew Academy
2020 - 2025Subjects: Mathematics, English Literature, English Language, Combined Science, Geography, Film Studies, Spanish
Grades Yet to Come
N/A
2025-2027Subjects: Mathematics, Economics, IT
Team Management
SWOT Analysis
Client Relations
DCF Models