Jacob Montaner
About Jacob Montaner
Jacob Montaner is an Investment Banking Summer Analyst at Jefferies and Sponsorship Director at FMAA Brisbane, with a background in finance and economics from The University of Queensland.
Current Role at Jefferies
Jacob Montaner is currently working as an Investment Banking Summer Analyst at Jefferies. His role involves undertaking various analytical and financial tasks to support senior bankers. He's engaged in creating financial models, analyzing market trends, and contributing to the preparation of client presentations.
Past Experience in Investment Banking at Jefferies
Jacob Montaner's experience with Jefferies also includes roles as a Part-Time Investment Banking Analyst and an Investment Banking Winter Analyst in 2021. Both positions were held in Sydney, New South Wales, Australia. These roles involved performing in-depth financial analysis, industry research, and assisting in the execution of transactions.
Role at FMAA Brisbane
Jacob Montaner is currently serving as the Sponsorship Director at FMAA Brisbane, a role he has held since 2021. He previously held the role of Treasurer from 2020 to 2021 and was a Sub-Executive Member in 2020 for three months. His responsibilities at FMAA Brisbane include managing sponsorships, overseeing financial operations, and contributing to strategic decision-making.
Client Service Officer at McPherson & Associates Pty Ltd
Jacob Montaner has also worked as a Client Service Officer at McPherson & Associates Pty Ltd from 2020 to 2021 in Brisbane, Queensland, Australia. In this role, he was responsible for managing client relations, providing support to senior advisors, and assisting with administrative tasks.
Educational Background
Jacob Montaner studied at The University of Queensland, where he earned a Bachelor of Advanced Finance and Economics (Honours) from 2019 to 2022. He also completed his high school education at St Joseph's College, Gregory Terrace, obtaining his High School Diploma from 2014 to 2018.