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Anna-Katia B.

Anna-Katia B.

Junior Research Analyst

Followers of Anna-Katia B.930 followers
location of Anna-Katia B.New York, New York, United States

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  • Timeline

  • About me

    Investment Banking Analyst at J.P. Morgan

  • Education

    • University of Chicago

      2019 - 2023
      Bachelor of Arts - BA Business/Managerial Economics

      Activities and Societies: Member of Trott Business Program (Class of 2023): Selective, three-year program focused on building business acumen through weekly workshops and coursework at the Chicago Booth School of Business.

    • Carnegie Vanguard High School

      2015 - 2019

      Activities and Societies: Varsity volleyball team captain, Head Counselor for introductory overnight camp for freshmen, National Honor Society, French Honor Society, Spanish Honor Society, Houston Independent School District EMERGE Ambassador

  • Experience

    • Oteri Consulting Group, LLC

      Dec 2019 - Dec 2020
      Junior Research Analyst

    • University of Chicago

      Jul 2020 - Sept 2020
      Research Assistant

      -Interned for law professor Mark Templeton editing research paper assessing the resilience of U.S. utilities to climate change and transitioning away from coal-Assisted in developing curriculum for class on environmental injustice

    • JPMorganChase

      Feb 2021 - now

      DCM - Debt Private Placements Investment Bank, CMBS Loan Originations

      • Investment Banking Analyst - Investment Grade Finance

        Mar 2025 - now

      • CIB Markets - Commercial Mortgage-Backed Securities Analyst

        Aug 2023 - Apr 2025

      • Incoming 2022 CIB Markets Summer Analyst

        Aug 2021 - Dec 2023

      • Advancing Black Pathways Corporate & Investment Banking Fellow

        Feb 2021 - Jul 2021

  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      Oct 2023

    • Series 79

      FINRA
      Mar 2025

    • Series 63

      FINRA
      Oct 2023

    • Series 7

      FINRA
      Oct 2023

  • Volunteer Experience

    • EMERGE Scholars Volunteer

      Issued by Houston ISD on Jun 2018
      Houston ISDAssociated with Anna-Katia B.

    • Health Educator

      Issued by Peer Health Exchange on Oct 2019
      Peer Health ExchangeAssociated with Anna-Katia B.

    • Karate Instructor

      Issued by Olympic Karate and Sport Center on Nov 2012
      Olympic Karate and Sport CenterAssociated with Anna-Katia B.

    • Education Mentor

      Issued by Moneythink on Mar 2021
      MoneythinkAssociated with Anna-Katia B.