Dalton Shao
About Dalton Shao
Dalton Shao is an Investment Banking Associate at Jefferies, with extensive experience in finance roles at PepsiCo and other firms. He holds an MBA from the University of Virginia Darden School of Business and a BBA from the University of Toronto Scarborough.
Current Role at Jefferies
Dalton Shao currently works as an Investment Banking Associate at Jefferies. He started this position in 2023 and is based in the New York City Metropolitan Area. His responsibilities likely include supporting senior bankers, performing financial analyses, and assisting with mergers and acquisitions, as is typical for roles at this level.
Previous Positions at Jefferies
Prior to his current role, Dalton Shao worked at Jefferies as an Investment Banking Summer Associate in 2022 for a duration of two months. This role would have involved intensive training and exposure to various aspects of investment banking, allowing him to gain valuable experience in financial modeling, due diligence, and client presentations.
Roles at PepsiCo
Dalton Shao held multiple positions at PepsiCo in Toronto, Ontario, Canada. His roles included Finance Manager in 2021 for five months, Corporate Finance Senior Analyst from 2019 to 2021 for two years, Corporate Finance Analyst for five months in 2019, and Corporate Finance Associate Analyst from 2017 to 2019 for two years. Earlier, he worked as a Corporate Finance Analyst Intern in 2017 for four months. These roles likely involved financial planning, budgeting, and analysis.
Early Career Experiences
Dalton Shao's early career included roles such as Junior Analyst at Just Energy in 2016 for four months and Intern Analyst at BMO Capital Markets in 2016 for three months. In addition, he worked in Investment Finance - Cash Management at Ontario Teachers' Pension Plan in 2015 for seven months. These positions allowed him to build a strong foundation in finance and investment analysis.
Academic Background
Dalton Shao earned a Master of Business Administration (MBA) from the University of Virginia Darden School of Business, completing his studies from 2021 to 2023. Additionally, he achieved a Bachelor of Business Administration (B.B.A.) from the University of Toronto Scarborough.