John Nick, CFA

John Nick, CFA

Research Intern

Followers of John Nick, CFA657 followers
location of John Nick, CFAGreater Chicago Area

Connect with John Nick, CFA to Send Message

Connect

Connect with John Nick, CFA to Send Message

Connect
  • Timeline

  • About me

    Sponsor Finance Analyst

  • Education

    • Loyola Academy

      2013 - 2017
    • Marquette University

      2017 - 2021
  • Experience

    • RCP Advisors

      Jun 2020 - Aug 2020
      Research Intern

      • Evaluated diligence materials and third-party data to classify companies for use in comparative analysis• Joined Investment Committee briefings and discussed potential investment opportunities• Processed both internal and external private equity materials in order to assist in a data system integration

    • Cambridge Associates

      Jul 2021 - Sept 2023
      • Investment Associate

        Jun 2023 - Sept 2023
      • Investment Analyst

        Jul 2021 - Jun 2023
    • BMO

      Sept 2023 - now
      Sponsor Finance Analyst

      Assist team in underwriting debt investments to finance middle market private equity transactions.

  • Licenses & Certifications

    • Passed CFA Level III

      CFA Institute
      Feb 2023
    • Passed CFA Level I

      CFA Institute
      Nov 2021
    • Passed CFA Level II

      CFA Institute
      Aug 2022
    • Chartered Financial Analyst (CFA)

      CFA Institute
      May 2024
      View certificate certificate