Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

James Petersen

Summary

Results-oriented Investment Banking professional with strong analytical, financial modeling, and valuation skills. Experienced in conducting financial analysis, preparing investment presentations, evaluating mergers and acquisitions opportunities, and supporting capital-raising transactions.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Investment Banking Analyst

Global Capital Advisory Ltd.
01.2023 - Current
  • Built financial models.
  • Conducted company valuations.
  • Prepared pitch books.
  • Performed market research.

Financial Analyst

Sterling Financial Consulting
07.2021 - 12.2022
  • Analyzed financial data.
  • Developed forecasting models.
  • Evaluated investment opportunities.

Education

M.Sc. - Economics

B.Sc. - Economics

Skills

  • Financial Modeling
  • Company Valuation
  • M&A
  • Capital Markets
  • Investment Research
  • Financial Statement Analysis
  • Due Diligence
  • Portfolio Analysis
  • Risk Assessment
  • Corporate Finance
  • Advanced Excel
  • PowerPoint

Certification

  • Financial Modeling & Valuation
  • Bloomberg Market Concepts
  • CFA Program Candidate

References

Available upon request.

Timeline

Investment Banking Analyst

Global Capital Advisory Ltd.
01.2023 - Current

Financial Analyst

Sterling Financial Consulting
07.2021 - 12.2022

M.Sc. - Economics

B.Sc. - Economics

James Petersen