Bo Wells, CFA

Experience

• 

  FTSE Global Markets

  May 2013 - Jul 2013

  Financial Journalist Intern - U.K.

  • Interviewed fund managers in the Middle East North Africa (MENA) region to gauge Asset Management trends and investor sentiment• Composed weekly online articles over current business and economic developments• Attended numerous press briefings at various asset management firms throughout London

• 

  Rawls College of Business at Texas Tech University

  Jan 2014 - May 2014

  Student Managed Investment Fund

  Portfolio management practicum managing an equity portfolio of $2.6MM • Conducted rigorous, research-based fundamental analyses of current portfolio holdings• Application of investment management tools such as Bloomberg Professional data service

• 

  Bank of America Merrill Lynch

  Jun 2014 - Aug 2018

  Commercial Loan Officer in the Asset-Based Lending middle market for Bank of America Business Capital. • Managed a portfolio of accounts which represented $450 million in committed debt• Reviewed financial statements, SEC filings, industry reports, and other economic data to evaluate credit quality• Met with portfolio companies regularly to gain knowledge of business events, discuss company performance, and maintain customer relationships• Built client-specific capital structure and repayment analysis for credit recommendations• Underwrote credit requests from portfolio companies to allow for acquisitions, dividend recapitalizations, and capital investments Show less

  • Portfolio Manager - Commercial Lending

    Jun 2015 - Aug 2018

  • Analyst - Commercial Lending

    Jun 2014 - Jun 2015
• 

  J.P. Morgan Asset Management

  Aug 2018 - Nov 2024

  • Manage multiple global portfolios focused on real assets in the natural capital investment space.• Oversee private investment vehicles to achieve optimal portfolio diversification, performance, and risk management aligned with clients' objectives.• Collaborate with institutional investors to develop and implement investment strategies tailored to long-term environmental and financial goals.• Lead portfolio reviews, performance evaluations, and risk assessments to ensure adherence to investment guidelines and objectives.• Engage with cross-functional teams to enhance investment processes, reporting, and client communication. Show less

  • Portfolio Manager, Vice President

    Dec 2023 - Nov 2024

  • Investment Analysis, Vice President

    Jan 2020 - Dec 2023

  • Investment Analysis, Associate

    Aug 2018 - Jan 2020
• 

  Madison and Wall

  Nov 2024 - now

  Senior Analyst