Jared Wasserman

Investment Banking Analyst

Professional Overview

Jared Wasserman is an accomplished Investment Banking Analyst with a track record of success in the financial services industry. He possesses a strong background in investment analysis, financial modeling, and deal execution, making him a valuable asset to his clients and team.

Experience Summary

Current Role

As an Investment Banking Analyst at Kingswood U.S., Jared is responsible for conducting in-depth financial analysis, developing comprehensive valuation models, and supporting the firm's client engagement efforts. He plays a crucial role in the deal origination and execution process, contributing to the successful completion of complex transactions.

In addition to his investment banking duties, Jared serves as the Vice President of Finance at Sigma Eta Pi, the finance club at the University of North Carolina, and as the President of the TAMID Group, a student-run organization that provides consulting and investment services to Israeli startups.

Career Progression

Prior to his current role, Jared gained valuable experience as a Business Development Intern at Ignite The Spark, where he contributed to the organization's growth and strategic initiatives. He has also held the position of Investment Analyst at the TAMID Group, showcasing his aptitude for financial analysis and investment research.

Academic Background

Jared holds a Bachelor's degree from the University of North Carolina, where he majored in Finance and Economics. During his time at UNC, he distinguished himself academically and was actively involved in various student organizations, further developing his leadership and teamwork skills.

Areas of Expertise

• Financial modeling and valuation

• Investment analysis and due diligence

• Mergers and acquisitions (M&A) advisory

• Financial reporting and analysis

• Investor relations and client engagement

• Project management and cross-functional collaboration

Professional Impact

Jared's dedication and analytical prowess have been instrumental in the successful execution of multiple investment banking transactions. He has consistently delivered high-quality work, contributing to the firm's growth and client satisfaction. Additionally, his involvement in student organizations has allowed him to hone his leadership abilities and make meaningful contributions to the finance community.

Conclusion

With his exceptional technical skills, strong work ethic, and demonstrated leadership qualities, Jared Wasserman is poised for continued success in the investment banking industry. He is committed to leveraging his expertise to drive strategic decision-making and deliver innovative solutions to his clients.