Joshua B.
About Joshua B.
Joshua B. is an Investment Banking Analyst at Jefferies, with a background in finance and mathematics from SMU Cox School of Business and Southern Methodist University.
Company
Joshua B. is currently employed at Jefferies as an Investment Banking Analyst. He has been with the company since 2022 and is part of the Dallas-Fort Worth Metroplex office. As part of the Jefferies Private Capital Advisory team, he advises on secondary market transactions.
Title
Joshua B. holds the position of Investment Banking Analyst at Jefferies. Prior to this role, he gained valuable experience during a two-month tenure as an Investment Banking Summer Analyst at the same company in 2021.
Previous Roles at Boulevard Investment Group
Before joining Jefferies, Joshua B. held several roles at Boulevard Investment Group. He served as Senior Advisor from 2021 to 2022, Vice President from 2020 to 2021, and Portfolio Manager from 2019 to 2020. His tenure at Boulevard Investment Group provided him with a diverse range of responsibilities and expertise.
Education and Expertise
Joshua B. earned a Bachelor of Business Administration (BBA) in Finance from SMU Cox School of Business in 2022. Simultaneously, he achieved a Bachelor of Science (BS) in Mathematics with a specialization in Operations Research from Southern Methodist University. His academic focus also included specialization in Alternative Asset Management.
Background
Joshua B. lived in South Korea for nine years before attending college in the United States. His background provides him with a unique cultural perspective that influences his professional approach. His international experience coupled with his solid educational foundation makes him well-suited for roles in investment banking and finance.