James Bax, CFA

James Bax, CFA

Accounting and Finance Intern

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location of James Bax, CFACincinnati Metropolitan Area

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  • Timeline

  • About me

    Equity Research Analyst at Fifth Third Bank

  • Education

    • Lakota West High School

      2007 - 2011
      Honors/AP/College Prep Course of Study

      Activities and Societies: Jazz and Concert Bands, National Honor Society, Student Government Association, Bridge Club

    • University of Cincinnati College of Business

      2016 - 2018
      Master of Business Administration (MBA) Finance

      Activities and Societies: Dean's List; Independent Study on applying machine learning in R to predict attrition in organizations

    • Xavier University - Williams College of Business

      2011 - 2014
      Bachelor of Science (BS) Finance

      Activities and Societies: Dean's List Student, Recipient of Academic Award/Dean's Award, Xavier University Bitcoin Club Recipient of Dean's Award for Academic Achievement, Dean's List Student. Completed 4-year program in 3 years.

  • Experience

    • ThyssenKrupp Bilstein of America, Inc.

      Jun 2012 - Aug 2013
      Accounting and Finance Intern
    • RiskSource/Clark-Theders Insurance Agency, Inc.

      May 2013 - Aug 2013
      Operations Intern
    • ThyssenKrupp Bilstein of America, Inc.

      May 2014 - Aug 2014
      Accounting and Finance Intern
    • Thyssenkrupp

      Jan 2016 - Oct 2019
      • Program & Performance Controller

        Oct 2018 - Oct 2019
      • Business Analyst

        Jan 2016 - Sept 2018
    • Fifth Third Bank

      Oct 2019 - now
      • Equity Research Analyst

        Nov 2023 - now
      • Capital Planning Senior Analyst

        Oct 2019 - Nov 2023
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      May 2023
      View certificate certificate
    • Bloomberg Market Concepts

      Bloomberg LP
      Feb 2018
  • Volunteer Experience

    • Audit Committee Chair

      Issued by Trinity Lutheran Church on Jan 2014
      Trinity Lutheran ChurchAssociated with James Bax, CFA
    • Industry Partner

      Issued by Dream It, Do It OKI on Feb 2016
      Dream It,  Do It OKIAssociated with James Bax, CFA
    • Feed-Your-Neighbor Meal Program - Cook

      Issued by Trinity Lutheran Church on May 2008
      Trinity Lutheran ChurchAssociated with James Bax, CFA