Jacob Bergstein Email
Investment Banking Analyst @ Bridge Street Advisors
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Jacob Bergstein Location
- New York, NY, US
Jacob Bergstein Work
- Investment Banking Analyst @ (August 2025 - Present)
- Investment Banking Summer Analyst @ (June 2024 - August 2024)
- Member @ (February 2022 - January 2024)
- Real Estate Private Equity Intern @ (June 2023 - August 2023)
- Private Equity Intern @ KH Data Capital LLC (May 2022 - September 2022)
- Coordinator of Orphanage and Children’s Home @ Achuzat Sara (June 2022 - July 2022)
- Co-Founder @ Surprise by Sunrise (June 2020 - June 2021)
Jacob Bergstein Education
- NYU Stern School of Business
Bachelor's degree (Finance, General)
2021-2025 - The Frisch School
High School Diploma (President of School)
2020
Jacob Bergstein Skills
- Account Reconciliation
- Accounting
- Accounting Standards
- Analytical Skills
- Argus Modeling
- Astute
- Attention to Detail
- Bloomberg
- Budgeting
- Budgeting & Forecasting
- Business
- Buy-side
- Capital Markets
- Capital Raising
- Cash Flow
- Cash Flow Analysis
- Client Presentation
- Communication
- Computer Literacy
- Creative Problem Solving
- Critical Thinking
- DCF Valuation
- Data Analysis
- Data Analytics
- Due Diligence
- Economics
- Equities
- Equity Research
- Equity Research Analysis
- Equity Trading
- Equity Valuation
- Finance
- Financial Analysis
- Financial Databases
- Financial Forecasting
- Financial Instruments
- Financial Management
- Financial Metrics
- Financial Modeling
- Financial Performance
- Financial Projects
- Financial Reporting
- Financial Services
- Financial Software
- Financial Sponsors
- Financial Statements
- Follow-on Offerings
- Forecasting
- Hebrew
- Hedge Funds
- Income Statements
- Industry Research
- Initial Public Offerings (IPO)
- Interpersonal Skills
- Investing
- Investment Analysis
- Investment Banking
- Investment Management
- Investment Research
- Investments
- Investor Relations
- Keynote
- Leadership
- Lease Negotiations
- Long/Short Equity
- Market Research
- Mergers & Acquisitions (M&A)
- Mergers and Acquisitions Analysis
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Optimization
- PE
- Portfolio Management
- Presentation Skills
- Presentations
- Private Equity
- Private Equity Firms
- Problem Solving
- Quantitative Analytics
- Real Estate
- Real Estate Financing
- Real Estate Private Equity
- Rent Roll
- Research Skills
- SQL
- Security Analysis (Securities)
- Sell Side
- Skill Development
- Spreadsheets
- Strategic Thinking
- Strategy
- Teamwork
- Trading
- Valuation
- Value Creation
- Written Communication
Jacob Bergstein Summary
- Jacob Bergstein, based in New York, NY, US, is currently a Investment Banking Analyst at Bridge Street Advisors. Jacob Bergstein brings experience from previous roles at Chardan , TAMID at NYU, OPAL HOLDINGS, LLC and KH Data Capital LLC. Jacob Bergstein holds a 2021 - 2025 Bachelor's degree in Finance, General @ NYU Stern School of Business. With a robust skill set that includes Account Reconciliation, Accounting, Accounting Standards, Analytical Skills, Argus Modeling and more. Jacob Bergstein has 1 emails on RocketReach.
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