Jason Lohmeier
Incoming Investment Banking Summer Analyst at Bailey Southwell & Co.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Financial Modeling Certification - Levels I & II
AdventisJan, 2021- Nov, 2024
Experience
-
Bailey & Company
-
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
-
-
-
Miami University Investment Banking Club
-
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
-
-
-
Pi Kappa Alpha International Fraternity
-
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
-
-
-
Investec
-
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
-
-
-
Peter Shannon & Co.
-
United States
-
Accounting
-
1 - 100 Employee
-
Accounting & Auditing Intern
-
Jun 2019 - Jul 2019
-
-
-
Fifth Third Bank
-
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 -
iXperience
Investment Finance -
Hinsdale Central High School