Katie Heldebrand
About Katie Heldebrand
Katie Heldebrand is an incoming Investment Banking 2024 Summer Analyst at Jefferies and a Financial Analyst at Spindletop Energy Investment Fund.
Current Roles at Jefferies and Spindletop Energy Investment Fund
Katie Heldebrand is currently serving as an Incoming Investment Banking 2024 Summer Analyst at Jefferies, based in Houston, Texas. She is also working as a Financial Analyst at Spindletop Energy Investment Fund in Dallas, Texas. These roles leverage her financial expertise and provide her with opportunities to gain hands-on experience in the investment banking industry.
Education and Academic Achievements
Katie Heldebrand is pursuing a Bachelor of Business Administration (BBA) at Southern Methodist University (SMU), majoring in Finance with a concentration in Energy Management and a minor in Psychology. She began her studies in 2021 and is expected to graduate in 2025. She has been recognized as a Provost Scholar and is part of the University Honors Program at SMU. Additionally, she participated in the Alternative Asset Management Center Program.
Leadership Roles in Student Organizations
Katie Heldebrand holds several leadership positions in various student organizations. At Chi Omega Iota Alpha, she serves as the Social Chair. She is also the Vice President of Social Development at Delta Sigma Pi. Previously, she was the Vice President of Brotherhood Development at Delta Sigma Pi in 2022. These roles have honed her leadership and organizational skills.
Professional Experience in Finance
Katie Heldebrand has accumulated diverse experience in the finance sector. She worked as a Lending Assistant Intern at Prosperity Bank for two months in 2022 in Houston, Texas. Additionally, she was a Member of Delta Sigma Pi for six months and a Member of Chi Omega Iota Alpha for eleven months, both in 2022 in Dallas, Texas. Her involvement in these roles provided her with valuable industry insights and networking opportunities.
Educational Background at The Kinkaid School
Katie Heldebrand completed her pre-college education at The Kinkaid School, where she studied from 2006 to 2021. This long-term academic commitment provided a strong foundation for her subsequent studies in finance and her extracurricular achievements at Southern Methodist University.