Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Intern

JAKE WELLS

QLD

Summary

I am a finance student passionate about Mergers and Acquisitions, Venture Capital, and Private Equity, with a strong foundation in financial modelling and valuation (FMVA certified). My experience includes job simulations with J.P. Morgan Chase, Citi Bank, and Bank of America, which have honed my skills in financial analysis, strategic M&A planning, and evaluating investment opportunities. I excel at interpreting complex financial data to drive strategic decisions and have a proven ability to communicate intricate concepts effectively. With a keen interest in leveraging my analytical skills and financial acumen, I am eager to contribute to and learn from high-impact projects in M&A, VC, and private equity within a dynamic and collaborative environment.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Intern

ILNvest Trading & Advisory
02.2025 - Current
  • Gaining hands-on experience in equities trading, portfolio management, and investment analysis
  • Conducting equity research, fundamental analysis, and technical trend evaluations to support investment recommendations
  • Assisting in equity capital markets activities, including IPO analysis, secondary offerings, and corporate actions
  • Supporting high-net-worth client portfolios through performance tracking, asset allocation, and tax-efficient investment strategies
  • Ensuring ASIC regulatory compliance while facilitating trade execution and settlement processes

Wealth Job Simulation

Citi
12.2024 - 12.2024
  • Completed a job simulation involving portfolio construction for Citi's Wealth team
  • Developed and communicated a comprehensive investment strategy using asset allocation and selection principles, emphasising tax efficiency and moderate risk tolerance to align with client financial goals
  • Enhanced client communication skills through the creation and delivery of a persuasive presentation, effectively explaining complex investment concepts and building client trust and rapport in a simulated advisory context

Portfolio Investment Project

Bond University
01.2024 - 12.2024
  • Designed and managed a portfolio of stocks using the Investopedia trading simulator as part of the Portfolio Analysis and Investments course (FINC13-303/FINC71-303)
  • Developed an investment pitch report for a simulated $100 million fund, presenting to hypothetical institutional investors
  • Selected 11 US-listed stocks across different GICS sectors, justifying investment choices based on projected economic scenarios
  • Applied risk-adjusted portfolio weighting and rebalancing strategies to optimize returns over a six-year investment period
  • Conducted market performance analysis, comparing the portfolio's returns against industry benchmarks and peer funds

Investment Banking Job Simulation

Citi
05.2024 - 05.2024
  • Completed a job simulation where acting as a buy-side analyst for a hypothetical client, Big Box Retail, who was looking to acquire a small retail company
  • Created a company profile for the target
  • Developed a five-year financial projection using a simple income statement model in Excel
  • Drafted a comparative company analysis
  • Synthesized an investor update into an internal summary report

Investment Banking Virtual Experience Program

Bank of America
02.2024 - 02.2024
  • 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

Investment Banking Job Simulation

JPMorgan Chase
07.2023 - 07.2023
  • 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

Education

Bachelor of Commerce & Bachelor of Business - Finance (Advanced Corporate Banking), Management (Business Administration and Leadership)

Bond University
01.2025

Skills

  • Financial Modeling & Valuation
  • Advanced Excel & Data Analytics
  • Corporate Finance
  • Presentation & Communication
  • Regulatory Knowledge
  • Client communication
  • Attention to detail
  • Teamwork and collaboration
  • Team collaboration
  • Goal-oriented mindset
  • Interpersonal and social skills
  • Outstanding communication skills

Certification

  • Financial Modeling & Valuation Analyst (FMVA), Corporate Finance Institute (CFI), 02/2024
  • Bloomberg Market Concepts (BMC) Certification, Completed
  • Macquarie Capital Investment Banking Insight Program, Pending Application

Accomplishments

    First in Class award for Human Resources achieving the Highest Result in the Class

Timeline

Intern

ILNvest Trading & Advisory
02.2025 - Current

Wealth Job Simulation

Citi
12.2024 - 12.2024

Investment Banking Job Simulation

Citi
05.2024 - 05.2024

Investment Banking Virtual Experience Program

Bank of America
02.2024 - 02.2024

Portfolio Investment Project

Bond University
01.2024 - 12.2024

Investment Banking Job Simulation

JPMorgan Chase
07.2023 - 07.2023

Bachelor of Commerce & Bachelor of Business - Finance (Advanced Corporate Banking), Management (Business Administration and Leadership)

Bond University

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