Aaron Ball
Investment Banking Analyst at Houlihan Lokey
Investment Banking Analyst at Houlihan Lokey
I am a 2020 graduate of Bucknell University, where I earned a B.S.B.A. degree Summa Cum Laude in finance and minored in economics. I am highly motivated to learn and grow as an ambitious financial professional and continually seek out new ways to constructively challenge myself. I also enjoy mentoring others and hold leadership experience teaching economics and finance.
Houlihan Lokey
https://www.linkedin.com/company/houlihan-lokey
Aerospace, Defense and Government Services Group
Washington D.C. Metro Area
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Investment Banking Analyst
Bucknell University
https://www.linkedin.com/company/bucknell-university
• Oversaw 20+ students twice weekly during 3-hour outreach sessions in fundraising program’s highest student-held position
• Raised funds through discussions with alumni; $23,400+ raised individually
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Student Development Supervisor, University Advancement
Bucknell University
https://www.linkedin.com/company/bucknell-university
ACFM 363 Banking in Capital Markets - Professor William Gruver
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Teaching Assistant, Freeman College of Management
Bucknell University
https://www.linkedin.com/company/bucknell-university
• Managed $2+ million of Bucknell University’s endowment with a select group of students; covered healthcare holdings with a total portfolio value of $173,000+
• Led investment in Livongo Health; analyzed stock fundamentals and built financial model using DCF and relative valuations
• Reported weekly on interest rates and Federal Reserve actions as a member of the Fund’s Economics and Strategy Committee
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Student Managed Investment Fund Analyst
Bucknell University
https://www.linkedin.com/company/bucknell-university
ECON 258 Intermediate Political Economy - Professor Janet Knoedler
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Teaching Assistant, Economics Department
Bucknell University
https://www.linkedin.com/company/bucknell-university
• Analyzed counseling and finance programming statistics at Bucknell in an effort to improve upon such numbers
• Developed feedback-based program using Big Interview software to prepare students for digital interviewing
• Counseled students on career issues and assisting them through reviewing cover letters, resumes and other job application materials
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Finance Intern, Center for Career Advancement
Bucknell University
https://www.linkedin.com/company/bucknell-university
• Raised $13,300+ for Bucknell University through alumni conversations; top 4% in money raised during 2nd semester
• Promoted to 1 of 3 supervisor roles, the highest student-held position in fundraising program
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Student Development Officer, University Advancement
StepStone Group
https://www.linkedin.com/company/stepstone-group
• Conducted diligence on co-investment opportunities and secondaries transactions across a variety of sectors and investing strategies
• Performed private company valuation analyses using public comparables and precedent transactions
• Assessed fund manager performance using financial statement analysis and metrics including MoM, IRR, DPI and TVPI
New York, NY
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Private Equity Summer Analyst (Received Full-Time Offer)
HSBC
https://www.linkedin.com/company/hsbc
• Gained understanding of the financial modeling performed to evaluate effects of financing scenarios on cash flows, credit statistics and capital structures in leveraged buyouts, acquisitions, refinancings and recapitalizations
• Acquired first-hand insight into the daily work of an investment banker during self-initiated experience
New York, NY
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Leveraged & Acquisition Finance Extern
Chatham Financial
https://www.linkedin.com/company/chatham-financial
• Completed 10-hour, online Wall Street Prep course
• Gained proficiency with Excel shortcuts and formulas in 2-day training
• Built 10-year discounted cash flow model & monthly amortization schedule for leveraged acquisition case study analysis
Greater Philadelphia Area
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Participant, Excel Bootcamp
Goldman Sachs
https://www.linkedin.com/company/goldman-sachs
• Engaged in and completed weekly, interactive webinars to receive insights and feedback from firm leaders across multiple divisions.
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Participant, Virtual Insight Series
Stifel Financial Corp.
https://www.linkedin.com/company/stifel-financial-corp-
• Researched public equities using Bloomberg and Morningstar software to identify and evaluate opportunities for activist client investments
• Analyzed SEC filings, joined earnings calls and spoke with research associates to evaluate 7 equities across 6 sectors 
• Constructed bespoke investment portfolios subject to clients’ objectives, risk tolerance, demographics and lifestyle 
• Forecasted portfolio results over varying reinvestment, inflation and tax rates, asset class returns and economic conditions 
• Systematized periodic account rebalancing, data organization and stop-loss order execution utilizing Excel
Greater Philadelphia Area
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Summer Analyst, Institutional Equity Sales/Private Wealth Management
Stifel Financial Corp.
https://www.linkedin.com/company/stifel-financial-corp-
• Acquired knowledge of DCF, LBO, Trading Comparables and Transaction Comparables valuation methodologies
• Engaged in financial statement analysis with investment bankers
• Gained understanding of the capital raising process and key pitchbook components
New York, NY
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Extern, Investment Banking Division
Bucknell University
https://www.linkedin.com/company/bucknell-university
• Applied microeconomic and macroeconomic models with students to analyze and critically assess modern economic problems 
• Advanced students’ understanding of economics through weekly review sessions and the introduction of relevant news and examples
• Nominated to lead study groups in Mathematical Microeconomics, Statistics, Economic Principles and Problems
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Study Group Leader, Economics Department
Bucknell University
https://www.linkedin.com/company/bucknell-university
• Directed 26 students in constructing 5 critical reports for a $3,000+ profit student-run company
• Established and implemented procedures for ensuring all company reporting requirements and deadlines were met
• Clarified expectations and improved lines of communication, resulting in more effective work by all company members
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Vice President & Executive Officer, Management 101
Bucknell University
https://www.linkedin.com/company/bucknell-university
ECON 299 Economic Principles and Problems - Professor Sudeep Regmi
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Teaching Assistant, Economics Department
Goldman Sachs
https://www.linkedin.com/company/goldman-sachs
• Interacted with over 25 bankers across the securities, risk, investment management and operations divisions
• Gained exposure to areas of finance in liquidity management, collateral management and commodities operations
New York, NY
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Extern, Investment Banking
Creative Financial Group
https://www.linkedin.com/company/creative-financial-group
• Gained exposure to asset management and estate, trust, legacy and business succession planning
• Acquired industry and organizational knowledge through observing daily business interactions
Greater Philadelphia Area
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Extern, Wealth Management
Stifel Financial Corp.
https://www.linkedin.com/company/stifel-financial-corp-
• Analyzed potential investment options for clients given their risk levels and financial goals
• Assisted in preparing investment proposals for clients utilizing Monte Carle simulations
• Observed the daily operations of a financial advisor with over $250 million in assets under management
Bloomsburg, PA
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Extern, Investment Advisory
Susquehanna Valley Medical Specialties
• Developed client interaction skills by participating in more than 175 medical appointments and surgeries over 186 hours
• Collaborated with medical personnel in treating patients and educating them on their healthcare
Bloomsburg, PA
Intern, Orthopedic Medical Care
Bachelor of Science in Business Administration (BSBA)
Major: Accounting & Financial Management (CFA Track), Minor: Economics
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Bucknell University
https://www.linkedin.com/school/bucknell-university/
I was chosen by the faculty of Bucknell University's Finance Department to receive a $15,000 merit-based scholarship. This scholarship is awarded to a student who demonstrates potential as a future professional engaged in the fields of finance and investments. A student selected as a McGee Scholar must hold a record of superior academic achievement, contributions to the University community and successful participation in finance- or investment-related internships, employment or other activities.
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George V. McGee Investment Studies Scholarship
• Conceptualized a mobile application for efficiently reserving campus study rooms and studying collaboratively
• Forecasted the financials of technological solution utilizing pro forma financial statement techniques
• Presented winning solution with teammates to a panel of senior level professionals from Deloitte Consulting and Bucknell University
Deloitte Consulting & Bucknell University
StartUp Bucknell Innovation Competition Winner
I have achieved a 3.97 cumulative GPA through three years at Bucknell University.
Bucknell University
Bucknell University Dean's List (Every Semester)
I was nominated on three separate occasions by three different professors to lead a peer study group offered by Bucknell University in the courses of economic principles and problems, statistics and intermediate mathematical microeconomics. At the end of each semester, various professors are asked to select four students whom they believe demonstrated proficient understanding of the material, exemplary study habits and possess the ability to assist other students in learning that course's material.
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Peer Study Group Leader Nominee (Fall 2016, Spring 2017, Fall 2017)
In recognition of my academic performance during my freshman and sophomore years at Bucknell University, I received the President’s Award for Distinguished Academic Achievement. This award is conferred annually to those students who demonstrate the highest level of academic achievement by attaining a cumulative GPA of 4.00 on a scale of 4.00.
Bucknell University
The President's Award for Distinguished Academic Achievement (Two-Time Recipient)
Business Analytics & Financial Modeling
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Business Law
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Calculus
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Corporate Finance
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Financial Accounting
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Financial Statement Analysis
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Fundamental Economics
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Intermediate Financial Accounting
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Intermediate Mathematical Microeconomics
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Introduction to Programming (Python)
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Investment Banking (with William Gruver)
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Investments
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Leadership (with William Gruver)
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Management 101 (a flagship Bucknell University experiential learning course)
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Quantitative Reasoning
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Statistics
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Social Services
Ronald McDonald House Charities
https://www.linkedin.com/company/ronald-mcdonald-house-charities
I volunteered my time on a weekly basis at the Ronald McDonald House of Danville, PA (RMHD) completing whatever tasks were asked of me. The RMHD provides a comforting, home-like environment free of charge for families of children who are critically ill and require extended lengths of stay in the hospital. Thus, my role was to help the house fulfill that mission in any form that may was required of me.
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Volunteer
Education
Bucknell University
https://www.linkedin.com/company/bucknell-university
I served as a volunteer peer note-taker for an accounting course. This included taking thorough, quality notes for each class lecture and submitting these notes on a weekly basis to the Office of Accessibility Resources to be distributed to a disabled student at Bucknell University.
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Volunteer Peer Note-Taker
Education
Bloomsburg Area Middle School
• Mentored middle school-aged boys’ and girls’ leadership teams through leadership talks and activities
• Taught students concepts such as SWOT and Porter’s Five Forces analysis, cash flow forecasting and pitch presentation
• Coached a team of four students for an entrepreneurship competition; top 13% finish (175 teams) in 2019 competition
Mentor
FINRA
Series 63
FINRA
Series 79
FINRA
Securities Industry Essentials (SIE)
Bloomberg LP
156806670760
Bloomberg Market Concepts Core Concepts
CFA Institute
basno.com
107564
CFA Institute Investment Foundations
http://basno.com/92sc7hrg
Liked by Aaron Ball
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In October, after David Hess threw up blood in the shower, doctors in Greenville, S.C., found a tumor the size of a cantaloupe in his chest. The…
Liked by Aaron Ball
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Houlihan Lokey tops the 2021 rankings as No. 1 investment bank for all global technology M&A transactions. https://lnkd.in/dm87aYVt
Liked by Aaron Ball
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Honored to be included in this list of fantastic women dealmakers, alongside my rock star colleagues Anita Antenucci and Alexandra Lebenthal!
https://www.linkedin.com/in/aaron-ball-83b605a
Denton, TX
Aaron Ball
Director of Food & Beverage at Crowne Plaza Suites
https://uk.linkedin.com/in/aaron-ball-b58737230
Aldgate
Aaron Ball
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https://uk.linkedin.com/in/aaron-ball-54750182
Greater Bournemouth Area
Aaron Ball
Global Head of Operational Projects & Head of EMEA Critical Facilities Services at Serverfarm
https://www.linkedin.com/in/aaron-ball-6aa7b118
Tulsa Metropolitan Area
Aaron Ball
Geologist at Keystone Geoscience LLC
https://uk.linkedin.com/in/aaron-ball-1b7152112
St. Leonards
Aaron Ball
Senior Project Manager @ Hadley Access Ltd
WSJ Noted. Adviser Network
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https://www.linkedin.com/groups/4093806
Economics & Finance: Jobs, Courses, Conferences
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https://www.linkedin.com/groups/4304329
Wall Street Oasis
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https://www.linkedin.com/groups/3069871
Elevate Career Network - Incoming Analysts & Undergrads - Private
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https://www.linkedin.com/groups/13870472