Lukas Jaeger
Equity Research Analyst at TVA Investment Fund- Claim this Profile
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English Native or bilingual proficiency
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Bio
Credentials
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WSO DCF Modeling Course
Wall Street OasisJun, 2022- Sep, 2024 -
WSO Financial Statement Modeling Course
Wall Street OasisMay, 2022- Sep, 2024 -
WSO Excel Modeling Course
Wall Street OasisApr, 2022- Sep, 2024 -
JPM Innovate for Impact Case Competition
JPMorgan Chase & Co.Mar, 2022- Sep, 2024 -
University of Mississippi Financial Statement Modeling Seminar
Wall Street PrepOct, 2021- Sep, 2024 -
Bloomberg Market Concepts Ceritifcation
Bloomberg LPSep, 2021- Sep, 2024 -
Investment Banking Virtual Experience (Forage)
JPMorgan Chase & Co.Sep, 2021- Sep, 2024 -
Commercial Banking Virtual Experience (Forage)
JPMorgan Chase & Co.Jul, 2022- Sep, 2024
Experience
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TVA Investment Fund
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United States
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1 - 100 Employee
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Equity Research Analyst
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Nov 2020 - Present
As an Equity Research Analyst for the Ole Miss Financier's Club, I help manage a 500K portion of the TVA pension fund. I have endeavored to improve my quantitative and qualitative research skills while with the club. -Delivered a 29% return from August 2020 to August 2021 by aiding the financials, communications, and information technology sectors -Developed a better understanding of equity markets by valuing companies via (qualitative and quantitative) research and Microsoft Excel financial modeling -Created and now author a financial newsletter updating fellow analysts on news and positions while also providing commentary and learning material
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The Brookings Institution
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United States
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Think Tanks
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500 - 600 Employee
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Finance Intern
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Jan 2023 - Mar 2023
I supported the Brookings Metro research program with various finance functions, including annual budgeting, expense analysis, grant fund management, and internal communication. -Visualized and highlighted key expenses of the $15M Brookings Metro annual budget for presentation to the finance committee-Compiled and reviewed $315K worth of vendor contract payments-Developed and updated expense coding documents to assist staff transition to new ERP system.
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Investments Intern
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Sep 2022 - Jan 2023
My role at the Brookings Institution is to support the endowment team in their mission of managing the $400M endowment fund.-Assess prospective asset managers by reviewing their performance and investment methodology-Procure data from investment partners to assist in continued due diligence of invested funds-Organize and expand information database on 1500+ fund managers
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Cadence Bank
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United States
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Banking
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700 & Above Employee
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Loan Operations Intern
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May 2022 - Aug 2022
As a Centralized Loan Operations Intern, I assisted the firm in a number of roles. My primary duty was to review commercial real estate loan documentation. I also provided expertise in various individual projects where I had to create a procedure to account for remote employees, research firm acquisition history, modify spreadsheets for greater efficiency, and aid in data procurement and visualization. -Screened over $20M in commercial real estate loans to verify records and databases were accurate -Adapted spreadsheets with VLOOKUP and logic functions to improve data transferability and error identification -Executed projects that included designing a remote payoff procedure, document creation, and data visualization -Compiled BancorpSouth and Cadence Bank acquisition history for ease of tracing liens
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University of Mississippi
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United States
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Higher Education
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700 & Above Employee
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Residential Assistant (RA)
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Aug 2021 - May 2022
As a Residential Assistant at the University of Mississippi, I oversaw students in two main ways by helping students connect to campus and by administering housing policy. -Provided reports on the well-being of 27 students by actively engaging students, communicating opportunities, and addressing problems -Collaborated with fellow staff to stabilize and report on policy violations, student crises, and building issues -Asserted responsibility whenever problems arise in the dorm -Planned events for students that enhanced community connection
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Domino's
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Canada
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Internet Publishing
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1 - 100 Employee
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Delivery Service Expert
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May 2020 - Aug 2021
As a Delivery Service Expert with Domino's from May 2020 to August 2021, I contributed by providing exceptional customer service, lower average delivery times, and high standards of driving safety -Accomplished over 1000 deliveries and upheld essential safety standards by achieving a Drivosity certification -Aided in the achievement of 13 record sales weeks while with the company by answering to considerable customer demand -Bettered the working environment by always being a positive force on my co-workers despite the pandemic and fast-paced working conditions
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Education
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2020 - 2024
University of Mississippi
Bachelor of Accountancy & Bachelor of Business Administration in Finance, Accounting and Finance -
2016 - 2020
Northwest Rankin High School
High School Diploma, 4.0
Community
