BS, Finance and Economics @
Boston College - Wallace E. Carroll Graduate School of Management
About:
Investment Banking Associate @ Leveraged Finance Origination & Restructuring - Focus on the origination and execution of high yield bonds and leveraged loans in a variety of contexts including acquisitions, refinancings, and dividends - Contribute to all phases of the deal process including pitches, financial and cash flow modeling, diligence, internal memorandums, debt structuring, investor presentations and
Investment Banking Associate @ Leveraged Finance Origination & Restructuring - Focus on the origination and execution of high yield bonds and leveraged loans in a variety of contexts including acquisitions, refinancings, and dividends - Contribute to all phases of the deal process including pitches, financial and cash flow modeling, diligence, internal memorandums, debt structuring, investor presentations and responding to investor questions - Provide specific situational recommendations for leveraged debt financing alternatives in relation to a company’s free cash flow profile, capital structure, projected financial performance and financing needs From July 2012 to Present (3 years 2 months) Summer Associate @ From June 2011 to August 2011 (3 months) New York, NYResource Development Manager @ From 2009 to 2010 (1 year) Senior FInancial Analyst @ - Led analyst team within an opportunistic private equity fund focused on making controlling and non-controlling investments in public and private real estate companies - Built complex financial models and crafted investment theses across a wide range of real estate sectors, including: biotech, datacenters, healthcare-related, industrial, lifestyle centers, lodging, office, and parking garages - Performed real estate underwriting, due diligence, closing support, and preparation and presentation of investment memoranda to the firm's Investment Committee and Portfolio Management personnel From 2006 to 2009 (3 years)
MBA, finance & accounting @ The University of Chicago - Booth School of Business From 2010 to 2012 BS, Finance and Economics @ Boston College - Wallace E. Carroll Graduate School of Management From 2001 to 2005 Geoff Jacobson is skilled in: Corporate Finance, Financial Modeling, Investment Banking, Valuation, Private Equity
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