Summer Analyst Financial

JAMES CONCEPCION

*** ********* **. **********, ** 732-***-**** ******************@*****.*** linkedin.com/in/james-concepcion/ EDUCATION

Loyola University Maryland May 2025 Cumulative GPA: 3.5/4.0 Bachelor of Science in Finance (Major), Mathematics (Minor) Major GPA: 4.0/4.0 Relevant Coursework: Microeconomics Principles, Macroeconomics Principles, Financial Accounting, Financial Management, 1 of 20 students selected for the Junior Financial Analyst Course (Spring 2023) Honors & Awards: Dean’s List Spring 2022 (3.6), Dean’s List Fall 2022 (3.9), Presidential Scholarship PROFESSIONAL EXPERIENCE

Bank of America New York, NY June 2024 – Aug 2024

Incoming Investment Banking Summer Analyst

Preform valuation and develop various financial models, conduct industry and in-depth company research

Prepare marketing materials, participate in the due diligence process, and collaborate within deal teams Union Park Capital Boston, MA Jan 2023 – Present

Private Equity Analyst, Industrial Technologies Investing

Provide management with deal support by constructing financial models and thorough industry research

Selected Project Experience:

o Portfolio Company’s potential $1-30m Add-On Acquisition of a Smaller Competitor

Perform industry analysis on the Environmental Engineering & Consulting sector ranging from M&A trends, market structure, KPI’s, costs and market drivers from regulatory to infrastructure

Compiled lists of potential M&A targets based on a specific quantitative and qualitative criteria Cambridge Wilkinson New York, NY Oct 2022 – Jan 2023 Investment Banking Fall Analyst, Specialty Finance Investment Banking

Advised multiple clients on sell-side M&A transactions and capital raises in the specialty finance industry

Selected Transaction Experience:

o Capital raise for a $2.5bn Specialty Finance Company (Ongoing)

Conducted in depth analysis on the firm’s financials, business segments and capital structure

Pitched a financing option to senior bankers which was recommended to the client in meetings LEADERSHIP AND EXTRACURRICULAR

Warburg Pincus Private Equity Case Competition 2023 Case Competition Feb 2023 Participant

Analyze TrueBlue as a buyout target, summarize key information, and construct a transaction structure J.P. Morgan Corporate & Investment Bank Sophomore Spotlight Insight Series Sep 2022 Participant

Investment Banking Club Baltimore, MD Sep 2021– Present Officer

Communicate to members via Outlook, organize meetings, activities, speaker panels and weekly agendas

Analyze the quantitative and qualitative nature of recent transactions, both domestically and internationally, more specifically, deals closed in the Healthcare, Global Industrials and TMT sectors Loyola University Maryland Club Lacrosse Team Baltimore, MD Sep 2021 – Present Team Member

Selected as one of only eight freshmen to make the team out of over 100 freshman who tried out

Dedicate 15-20 hours a week to attend practices, fall scrimmages, winter leagues and spring games SKILLS & INTERESTS

Skills: Capital IQ, Morningstar, Bloomberg Terminal, Pitchbook, Microsoft 365, Python PL, Italian (Basic) Interests: Lacrosse, NBA Basketball, H.I.T., EDM, NJ Beaches, Reading, Spikeball, Italian Food Tasting

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