Joseph B.
Honors Finance and Information Systems & Analytics Student at the Quinlan School of Business
- Role
- Investment Banking Spring Analyst at Cabrera Capital Markets
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Joseph B.
Results-oriented Finance and Information Systems & Analytics double major with strong expertise in financial modeling, market analysis, and M&A research support. Proficient in Excel and SAP ERP, delivering actionable strategies for investment banking through rigorous analysis and strategic presentations. Experienced in high-pressure environments, having presented to C-suite executives, including the CEO and senior leadership at Cabrera Capital Markets, to inform $150M in client acquisition strategies, contribute to the launch of Cabrera’s first real estate fund (~$150M target), and design payroll processes managing $200M in accounts at MWRD. Thrives in fast-paced settings, driving deal execution and operational efficiency.
Experience
Investment Banking Spring Analyst
Jan 2026 — Present · Chicago, IL, US
DCM | ECM | SRPs | IPOs
Education
Quinlan School of Business, Loyola University Chicago
BBA, Finance and Information Systems & Analytics
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