Personal Information
JONATHAN ALEXANDER SMITH
jonathan.smith@example.com•(212) 555-0147•New York, NY•linkedin.com/in/jonathansmith

EDUCATION

University of Pennsylvania, The Wharton SchoolAug 2020 – May 2024
Bachelor of Science in Economics, Concentration in FinancePhiladelphia, PA
GPA: 3.92/4.0

EXPERIENCE

Goldman SachsJun 2023 – Aug 2023
Investment Banking Summer AnalystNew York, NY
  • Conducted financial analysis and valuation for M&A transactions in the Technology, Media & Telecom sector totaling $4.2B
  • Built detailed LBO and DCF models to evaluate acquisition opportunities, supporting senior bankers in client presentations
  • Prepared pitch books and investment committee memoranda for 5+ live transactions, contributing to 2 successful deal closures
  • Performed comprehensive industry research and comparable company analysis across 40+ public and private companies
J.P. MorganMar 2023 – Apr 2023
Markets Spring AnalystNew York, NY
  • Analyzed macroeconomic trends and their impact on equity and fixed income markets across emerging and developed economies
  • Collaborated with trading desk to evaluate investment opportunities in equity derivatives and structured products
Penn Capital ManagementMay 2022 – Aug 2022
Investment Analyst InternPhiladelphia, PA
  • Conducted fundamental equity research on mid-cap companies in Healthcare and Industrials sectors with combined market cap of $15B
  • Developed financial models and performed valuation analysis using DCF, comparable companies, and precedent transactions
  • Presented 3 investment recommendations to portfolio managers, resulting in 2 positions being added to the fund

SKILLS

Technical:Excel (Advanced), PowerPoint, Bloomberg Terminal, Capital IQ, FactSet, Python, SQL, VBA
Languages:English (Native), Mandarin (Conversational)