Jacob Behara
Jacob Behara
Learner
(1)
36
Location
Toronto, Ontario, Canada
Portals

Skills

Customer relationship management 2 Due diligence 2 Financial analysis 2 Financial statements 2 Investments 2 Market analysis 2 Microsoft access 2 Microsoft powerpoint 2 Private equity 2 Research 2

Socials

Achievements

Latest feedback

Sarmen Boyajian
Partner
November 5, 2024
Individual endorsement
Financial statements Financial analysis Due diligence Market analysis Private equity Investments Customer relationship management Research Microsoft powerpoint Microsoft access

Jacob, it was a pleasure having you with us. Your work added real value, especially in the areas of marketing, financial modeling, and due diligence. Your brand positioning ideas have influenced our investor outreach strategy, and your detailed financial analysis provided a solid basis that we’re now using in our models. Additionally, your contributions to the on-site due diligence were thorough and insightful, and your assessment has been helpful in refining our approach to inventory evaluations. Thank you for your dedication and the quality of your work—we wish you all the best in your future projects.

Team feedback
Jacob, it was a pleasure having you with us. Your work added real value, especially in the areas of marketing, financial modeling, and due diligence. Your brand positioning ideas have influenced our investor outreach strategy, and your detailed financial analysis provided a solid basis that we’re now using in our models. Additionally, your contributions to the on-site due diligence were thorough and insightful, and your assessment has been helpful in refining our approach to inventory evaluations. Thank you for your dedication and the quality of your work—we wish you all the best in your future projects.
Financial statements Financial analysis Due diligence Market analysis Private equity Investments Customer relationship management Research Microsoft powerpoint Microsoft access
Riipen Level UP 🚀
Level UP: May 2024
Riipen Level UP 🚀
PE Gate
Financial Analyst 2024
PE Gate

Recent projects

PE Gate
PE Gate
Toronto, Ontario, Canada

Financial Analyst 2024

We're a small and fun company democratizing Private Equity investments through fractional ownership so more people can access this asset class. We are looking for students to help us conduct due diligence on potential investment opportunities and other tasks to help us grow. We're open to new ideas and love hard workers looking to make an impact. If you like the sound of our culture, and are ready to tackle this challenge with us, then we'd love to hear from you!

Matches 1
Category Market research + 2
Closed
Equivesto
Equivesto
Toronto, Ontario, Canada

Canadian Private REITs and Real Estate Development Funds Analysis

Equivesto is seeking to expand its market presence by identifying potential partnerships with Canadian private Real Estate Investment Trusts (REITs) and real estate development funds that are not currently affiliated with an Exempt Market Dealer (EMD). The goal of this project is to conduct a comprehensive analysis of the Canadian real estate market to pinpoint these entities. This involves researching the landscape of private REITs and development funds, understanding their current market positions, and identifying those without EMD associations. The project will provide Equivesto with valuable insights into potential opportunities for collaboration and expansion. By leveraging classroom knowledge of financial markets and real estate, learners will gain practical experience in market research and analysis.

Matches 1
Category Market research + 3
Closed

Work experience

Business Analyst
Royal Bank of Canada
Toronto, Ontario, Canada
May 2024 - August 2024

• Developed a business case with financials, an implementation plan, competitor assessment, and alignment with strategy that enabled the development of a machine learning and artificial intelligence (AI) model that analyzed over a terabyte (TB) of Salesforce event data to find insights to inform decision making – Patent Pending for Logic (product)
• Created pitch material of the product built to be showcased to Senior Executives
• Managed and engaged stakeholders through frequent meetings and a formalized documentation of their objectives and interests
• Applied Agile and Design Thinking principles to manage the end-to-end product design by leveraging the product ecosystem (Jira, Confluence, & Figma)
• Provided analysis to aid data driven iterations to an internal customer relationship management (CRM) program that impacts +35,000 RBC Advisors
• MOSAIC Employee Resource Group (Volunteering) – fostered cultural diversity and inclusion for marginalized groups by supporting the logistics of professional development events and creating resources share internally

Personal projects

Development of Cooking Website
January 2021 - April 2021

A passion of mine is cooking, whether that be for friends, family, or in a restaurant. When I moved to university I realized the necessity of cooking skills. Fortunately, my parents had invested time in teaching me and I spent time practicing the years prior. However, many of the friends that I met didn’t know how to, so I thought I could help. A year prior I had learned how to code in HTML, so I developed a website with the goal of providing tutorials (created by me) and resources to help my friends as well as other university students. It was ultimately, a success and I received great feedback about it.

(*Note: the website domain was given up as it was costing money)