Morgan Jones

About Morgan Jones

I am a driven and analytical professional pursuing a B.S. in Finance and International Affairs at The George Washington University School of Business. With a strong academic background in financial analysis, modeling, and valuation.Finance ExperienceAs the Vice President of Finance and Housing for Pi Beta Phi, I wrote and managed a budget, overseeing financial transactions, expense allocation, and long-term budget planning. I work closely with national representatives, university officials, and chapter leadership to ensure compliance, financial transparency, and operational efficiency. Additionally, I lead the transition to a new living facility, acting as a liaison between Pi Beta Phi and university housing.Additionally, I have worked as consulting analyst on the TEDCO project for Compass Impact Consulting. I complete various tasks to help ensure all investment pitches we make as a team are financially beneficial and fully vetted. I work on complex financial valuation models, using market research and comparable to value private firms. I also create exit strategy plans based on industry trends and likely CAGR. Financial StrategyI have developed strong financial analysis, risk management, and strategic planning skills through coursework in financial statement analysis, advanced financial management, and accounting. My interest lies in how finance drives security policy and economic stability, particularly in high-risk global environments.I have also acquired significant technical skills in Python and Excel through course work and certifications to create complex financial models. I have been able to apply these skills to my classes and my consulting work through web-scraping, valuation, and regression models.Professional GoalsI am interested in breaking into asset management or the mergers and acquisitions sector of investment banking. I hope to use the skills I have developed during college to analyze businesses rigorously, evaluate risk and value creation opportunities, and support investment decisions that drive long-term growth for clients and stakeholders.Let’s connect to discuss financial strategy, valuation, or asset management.

Experience

1. Outreach Intern

   Loupt

   Aug 2025 — Present

   Conduct in-depth research to identify private companies suitable for capital raising on Loupt\'s platform. • Served as the first point of contact, assessing potential issuers through initial calls and relationship management. • Collaborated with team members to develop innovative strategies, enhancing outreach effectiveness. • Provided analytical insights and progress updates, contributing to informed decision-making processes.

Education

• The Baltic Center

  Russian Language and International Security Policy of the Baltics

• The George Washington University

  Bachelor of Science - BS, Finance and International Affairs