Liam Tobias
About Liam Tobias
Liam Tobias is an Incoming 2023 Controller Summer Analyst at Jefferies with a background in finance and experience in various financial and retail roles.
Title: Incoming 2023 Controller Summer Analyst
Liam Tobias holds the title of Incoming 2023 Controller Summer Analyst at Jefferies. His role began in 2022, located in the New York City Metropolitan Area. This position involves responsibilities critical to financial oversight and accounting within the organization.
Professional Experience at Q-Tran, Inc.
Before joining Jefferies, Liam Tobias worked at Q-Tran, Inc. as a Junior Financial Analyst in Milford, Connecticut. His tenure lasted for one month in 2022, where he participated in various financial analysis tasks helping the company with budgeting, forecasting, and other essential financial duties.
Internship at Bourgeon Capital Management, LLC.
In 2021, Liam Tobias worked as a Junior Analyst Intern at Bourgeon Capital Management, LLC. in Darien, Connecticut. During this four-month internship, he contributed to investment research, market analysis, and the preparation of financial reports, focusing on developing skills pertinent to the field of financial analysis and investment strategy.
Retail and Financial Roles
Liam Tobias also has experience in retail and other financial roles. From 2019 to 2021, he worked at Patagonia as a Retail Sales Associate and Cashier in Westport, Connecticut, and simultaneously at Superior Limousine, LLC as a Financial Assistant in Norwalk, Connecticut. These roles helped him develop a range of skills from customer service to financial management.
Education and Expertise
Liam Tobias is currently pursuing a Bachelor's degree in Finance, General, at the University of Connecticut School of Business, with a concentration in Valuation and Portfolio Management. His academic journey started in 2020 and is expected to conclude in 2024. His strong background in finance is supported by his foundational education at Norwalk High School from 2016 to 2020.