Jake Davidson

Experience

• 

  Cavaliere Construction Company LLC

  Jun 2014 - Aug 2014

  Laborer

  • Worked in a high stress/fast paced environment with a team of 8 laborers to strip insides of old houses• Assisted other skilled employees including carpenters, welders and working engineers with dangerous tasks

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  Self

  Jun 2015 - Aug 2015

  Independent Landscaping Consultant

  Spent the summer providing landscaping services for multiple customers

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  SolutionsIQ, an Accenture Company

  Jun 2016 - Aug 2016

  Finance/Accounting Intern

  • Generated expense reports for travelling consultants with Concur.com and MS Dynamics• Updated MS excel spreadsheets for senior finance employees to use to gather expense information • Identified areas to cut costs within traveling consultants spending habits • Used pivot tables in Excel to work on accounting projects

• 

  Chapman University

  Sept 2016 - Jan 2017

  Athletics Department Office Manager

  • Provided general office assistance to athletic department directors on a daily basis • Answered phone calls and organized files to ensure office ran efficiently and smoothly • Assisted important visitors when meeting directors for meetings • Made sure packages were delivered to the correct employees

• 

  Harvey & Company LLC

  Jan 2017 - Aug 2017

  Private Equity Intern

  Harvey & Company, LLC specializes and participates as a principal in the following investment banking and private equity transaction types: leveraged recapitalizations, growth capital, minority investments, mezzanine financing rounds, add-on acquisitions, management buyouts, change of control transactions, and debt financing rounds. The firm has $1.4 billion in equity capital invested.• Conduct research and execution of buy-side private equity transactions and middle market investment opportunities utilizing HOOVERS & CaplitalIQ • Exposure to platform and strategic add-on investments across an array of industries (aerospace, medical, industrial manufacturing, oil & fuel, payment processing software, etc.) • Participated in conferences and meetings with Managing Director and client/acquisition targets to understand Mergers & Acquisitions (M&A) negotiation process Show less

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  CoreVest Finance

  Feb 2018 - Mar 2021

  Capital Markets Analyst
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  JLL

  Mar 2021 - now

  Multifamily Debt & Equity Placement Multifamily Debt & Equity Placement

  • Associate

    Jan 2024 - now

  • Analyst

    Mar 2021 - Dec 2023