Kyle Underwood
About Kyle Underwood
Kyle Underwood is an Investment Banking Analyst at Jefferies in Houston, Texas. He has a background in finance and accounting, with previous experience at WoodRock & Co., KPMG US, Disciplined Investors, LLC, and Nasdaq.
Professional Experience at Jefferies
Kyle Underwood is currently employed as an Investment Banking Analyst at Jefferies. He started this role in 2024 and is based in Houston, Texas, United States. His responsibilities likely encompass financial analysis, modeling, and assisting in the execution of complex financial transactions.
Investment Banking Experience at WoodRock & Co.
Before joining Jefferies, Kyle Underwood worked at WoodRock & Co. as an Investment Banking Analyst from 2023 to 2024 for 8 months. Prior to this, he also served as an Investment Banking Summer Analyst at the same company for 2 months in 2022. Both roles were located in Houston, Texas, providing him with substantial experience in investment banking.
Internships in Finance and Advisory
Kyle Underwood has a rich background in finance through various internships. In 2022, he worked for KPMG US as a Deal Advisory & Strategy Intern for 2 months. Kyle also interned at Disciplined Investors, LLC twice in 2021 for a total of 7 months, in roles focused on finance. Additionally, he gained experience as an Internal Audit Intern at Nasdaq for 2 months in 2021.
Education and Academic Background
Kyle Underwood pursued his higher education at Baylor University, where he achieved a Master of Accountancy from 2022 to 2023. Prior to that, he completed a Bachelor of Business Administration in Accounting and Finance from the same institution between 2019 and 2023. He also studied Economics at Willamette University from 2017 to 2019.