Jake Wheeler

Experience

• 

  Baylor College of Medicine

  Sept 2016 - Jul 2017

  Research Technician

  Researched the effects of electronic cigarette vapor and the viability of an early stage asthma drugPublished research on allergies in Methods in Molecular Biology: "A Fungal Protease Model to Interrogate Allergic Lung Immunity" (2018)

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  ScribeAmerica - Texas Children's Hospital

  Feb 2019 - Oct 2019

  Medical Scribe

  Improved outcomes for 1,000+ patients by collaborating with doctors, documenting medical histories, recording X-rays, and creating treatment plansTrained new scribes by sharing valuable knowledge and best practices for successful job performance.

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  Northern Trust Asset Management

  Jan 2024 - Feb 2024

  Student Consultant - Georgetown University Master of Science in Finance

  Collaborated with asset management team to develop a slide deck detailing financial market behaviors and investment philosophy across equities, fixed-income, real estate, hedge funds, and ESG considerations for use with investorsProvided an executive-level presentation to Northern Trust executives outlining findings and demonstrating how the deck could be utilized in future client meetings

• 

  Wall Street Oasis

  Feb 2024 - Jul 2024

  Equity Research Intern

  Quantitative and qualitative research on public companies to create in-depth equity research reportsEvaluation of public equities and communication of investment ideas using financial modeling and stock valuation techniquesEvaluation of companies' financial statements, business models, competitive landscapes, management, and industry trends to make buy/sell/hold recommendations

• 

  Liberfield Capital

  May 2024 - Jul 2024

  Hedge Fund Analyst Intern

  Conduct research to identify critical factors and upcoming catalysts in a group of stocks Assist in the issuing of investment recommendations Help complement and hedge equity-driven investment strategies using derivatives and long/short pairs trading approaches Communicate investment ideas to the Portfolio Manager, both orally and through written analysis reports