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Jack StephensJS
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Jack Stephens

@jackstephens1

I build investment analyses, valuation models, and market research for finance transactions.

United States
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At Concordia Capital, I support middle-market investment banking work through founder outreach, market-sizing analysis, and commercial diligence for AI infrastructure financing. I benchmarked neocloud and hyperscaler peers to support a $600M asset-backed debt financing and $200M+ equity raise.

I've also valued $350M in multifamily assets at TableRock Capital, backtested a quantitative RSI strategy in Python at Ascalon VI Capital, and built EPC cost estimates for industrial projects. My leadership experience includes overseeing operations for 150+ volunteers and leading ranch teams.

Experience

Work history, roles, and key accomplishments

AC

Hedge Fund Summer Intern

Ascalon VI Capital

Jun 2026 - Jul 2026 (1 month)

Backtested quantitative strategy logic using Bloomberg and authored a comprehensive white paper on strategy return results. Prepared daily macroeconomic brief on market-moving data and presented directly to CEO to inform portfolio positioning.

SC

Estimating Analyst

Spartan Companies

Jun 2025 - Aug 2025 (2 months)

Structured detailed EPC cost estimates for data center developments and heavy industrial oil and gas capital projects. Formulated competitive bid pricing models for Exxon and BPX midstream compressor stations and key refining assets.

TS

Volunteer Representative

The Church of Jesus Christ of Latter-day Saints

Jun 2023 - Jun 2025 (2 years)

Oversaw and led operations for 150+ volunteers across Northern Italy, driving measurable performance improvements. Delivered 40+ leadership training sessions, significantly enhancing overall team performance and operational efficiency.

MR

Ranch Foreman

Medicine Lodge Ranch

Jan 2019 - Dec 2023 (4 years 11 months)

Ran a team of 8 ranch hands in the management, hands-on care and oversight of the Medicine Lodge Ranch Bison Herd. Guided efforts to meaningfully reduce lower feeding costs by 10% by formalizing a hay bidding process with suppliers.

PS

Quarterback Coach

Preston High School

Apr 2023 - Jun 2023 (2 months)

Coached student-athletes to improve mechanics, decision making, and overall performance, further enhancing on-field results. Collaborated directly with coaching staff to help develop scheme, personnel, and strategy leading to measurable growth.

Education

Degrees, certifications, and relevant coursework

Brigham Young University logoBU

Brigham Young University

Bachelor of Science, Finance

Grade: 3.86 / 4.00

Activities and societies: Active member of BYU Finance Society, Investment Banking Association, Private Equity and Venture Capital Club

Pursuing a Bachelor of Science in Finance at Brigham Young University with an expected graduation in April 2029.

Tech stack

Software and tools used professionally

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