Ian O'kelly
About Ian O'kelly
Ian O'Kelly is an Investment Banking Analyst at Jefferies in New York, with previous experience at SDR Ventures, Inc., Colgate Finance Club, and Morgan Stanley. He holds a Bachelor of Arts in Economics from Colgate University.
Investment Banking Analyst at Jefferies
Ian O'kelly is currently working at Jefferies as an Investment Banking Analyst. He began his tenure at Jefferies in 2021. His role is based in New York, New York, United States. As an Investment Banking Analyst, he supports various financial and operational functions within the investment banking sector, likely engaging in financial modeling, market research, and deal structuring.
Investment Banking Summer Analyst at SDR Ventures
Before joining Jefferies, Ian O'kelly served as an Investment Banking Summer Analyst at SDR Ventures, Inc. in 2020. During his 3-month stint in the Denver Metropolitan Area, he gained hands-on experience in investment banking operations. His responsibilities likely included financial analysis, market assessment, and assisting in the preparation of financial documents.
President of Colgate Finance Club
Ian O'kelly held the position of President at the Colgate Finance Club from 2019 to 2020, located in Hamilton, NY. During his 11-month presidency, he would have been responsible for overseeing club activities, organizing events, and leading initiatives to enhance the financial acumen of club members. His leadership role would have provided him with significant experience in financial management and organizational leadership.
Wealth Management Intern at Morgan Stanley
In 2019, Ian O'kelly worked as a Wealth Management Intern at Morgan Stanley for 4 months in Denver, Colorado. In this role, he likely engaged in client service activities, financial planning, and portfolio management. This internship would have provided him with exposure to wealth management practices and customer relationship management in a leading financial institution.
Colgate University, Bachelor of Arts in Economics
Ian O'kelly attended Colgate University, where he pursued a Bachelor of Arts in Economics. He completed his degree from 2017 to 2021, over the course of 4 years. His academic education in economics would have included coursework in microeconomics, macroeconomics, econometrics, and other related fields, providing a robust foundation for his career in investment banking.
Ralston Valley High School Graduate
Ian O'kelly attended Ralston Valley High School from 2013 to 2017, where he earned his High School Diploma. His education here would have prepared him for higher education and equipped him with the skills necessary for his subsequent academic and professional pursuits.