Jake Morgan
About Jake Morgan
Jake Morgan is an Associate in Leveraged Finance at Jefferies with a background in finance from San Diego State University.
Title
Jake Morgan holds the position of Associate in the Leveraged Finance group at Jefferies. He has been in this role since 2019, focusing on financial strategies and debt instruments that help clients optimize their capital structure.
Experience at Jefferies
Jake Morgan has been at Jefferies since 2019 as an Associate in the Leveraged Finance group. His responsibilities include analyzing and executing leveraged finance transactions, which are critical for the firm’s clients' financial strategies. He works in the Greater New York City Area, contributing to the company’s success in complex financial environments.
Previous Role at RBC Capital Markets
Prior to his current role, Jake Morgan worked as a Global Markets Summer Analyst at RBC Capital Markets in 2018. During his two-month tenure, he gained exposure to market analysis and financial instruments, which laid a solid foundation for his subsequent career in finance.
Early Career and University Work Experience
From 2015 to 2019, Jake Morgan worked at the Aztec Recreation Center at San Diego State University. He served as both Member Services Lead and Member Services Representative. His four-year tenure in these roles helped him develop critical customer service and leadership skills.
Education and Finance Degree
Jake Morgan graduated with a Bachelor of Science (B.S.) degree in Finance from San Diego State University. He attended the university from 2015 to 2019, where he developed a strong foundation in financial principles and practices, preparing him for his professional roles in the finance industry.