Jason Lohmeier

Incoming Investment Banking Summer Analyst at Bailey Southwell & Co.
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area, US

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Bio

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Credentials

  • Financial Modeling Certification - Levels I & II
    Adventis
    Jan, 2021
    - Nov, 2024

Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Incoming Investment Banking Summer Analyst
      • Jan 2021 - Present

      ▪ Bailey Southwell is a boutique investment bank based in Nashville that provides M&A and capital raising services, specializing in healthcare and tech-enabled businesses

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Active Member
      • Oct 2020 - Present

    • Vice President of Membership
      • May 2020 - Present

      ● Recruited 14 new members for Fall semester which beat our expectations of 6-8 new members ● Responsible for preparing and carrying out all recruitment functions including information nights, Meet the Business Organizations, and new member interviews

    • United States
    • Non-profit Organization Management
    • 400 - 500 Employee
    • Philanthropy Chair
      • May 2020 - Mar 2021

      ● Organized internal and external fundraising of $1,260 for the Black Student Action Association, a student organization at Miami● Set up a fundraiser event with Chipotle and raised around $300 to be donated to the CancerFreeKids charity affiliated with our chapter

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst
      • Jul 2020 - Aug 2020

      ● Worked with intern team to identify undervalued credit default swap shorts within the constituent base of the CDX US investment grade CDS index through both quantitative and qualitative methods● Found these recommendations of CDS shorts based off ones that would deliver an outperformance relative to the reference index in an adverse market sell off or based on firm specific outcomes

    • United States
    • Accounting
    • 1 - 100 Employee
    • Accounting & Auditing Intern
      • Jun 2019 - Jul 2019

    • United States
    • Financial Services
    • 700 & Above Employee
    • FSB Client Challenge
      • Apr 2019 - May 2019

    • Maintenance
      • Jun 2018 - Aug 2018

Education

  • Miami University
    Bachelor's degree, Accounting and Finance
    2018 - 2022
  • iXperience
    Investment Finance
    2020 - 2020
  • Hinsdale Central High School
    2014 - 2018

Community

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