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Ashby Jain

Junior Investment Banking Analyst specializing in Healthcare

CitigroupIndiana University Kelley School of BusinessNew York, NY2 Years ExperienceJunior LevelWorks On-Site

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About

Early-stage/venture-oriented operator with sourcing instincts shaped at Entrepreneurs Roundtable Accelerator (embedded with 12 startups) and a systematic execution style from Citi investment banking. Proactively builds founder relationships by leading with actionable insights—especially in health tech/healthcare analytics (e.g., CMS reimbursement shifts)—and runs disciplined pipelines with clear next steps and partner-ready updates.

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Key Strengths

  • High-volume founder sourcing with weekly tracking (15–20 companies/week)
  • Value-first outreach that converts into ongoing founder relationships
  • Ability to leverage domain insights (CMS reimbursement trends) to build credibility with health tech founders
  • Structured founder discovery and early-stage evaluation (why founder/problem/now)
  • Strong judgment on founder quality signals (clarity, customer intimacy, composure)
  • Systematic pipeline management using CRM with explicit next steps and follow-up dates
  • Concise, opinionated partner updates that drive clear decisions
  • Operates effectively under pressure from investment banking experience managing multiple live deals

Reference Highlights

Strongly Recommended
  • proactive
  • delivers excellent results under time pressure
  • cordial and professional
  • listens carefully to senior directives
  • maintains strong client relationships
  • bright and driven
  • takes lead/ownership of analysis
  • good judgment
  • seeks clarity on deliverables before proceeding
  • not shy about reaching out to senior leaders
  • reliable communicator with leadership (regular level-setting and updates)

Ashby's references speak for themselves. Let us connect you.

Experience

Investment Banking Analyst, HealthcareCitigroup · Jul 2024 – Present
Commercial Banking Summer Analyst, Healthcare & NonprofitCitigroup · Jun 2023 – Aug 2023internship
Commercial and Private Banking InternComerica · Jun 2022 – Aug 2022internship
Operations InternEntrepreneurs Roundtable Accelerator · Jan 2021 – Oct 2021internship
Teaching Assistant (Financial Accounting)Indiana Universitypart-time

Education

Indiana University Kelley School of Businessbachelor, Finance and Business Analytics (2023)

Awards

  • Dean’s Scholar - Indiana University, Kelley School of Business
  • Founders Scholar - Indiana University, Kelley School of Business

Skills

Market researchFundamental analysisMergers & acquisitions (M&A)Capital marketsEquity capital markets (ECM)Initial public offerings (IPO)Follow-on equity offeringsBookrunningDue diligencePipeline analysisDrug exclusivity analysisProbability of success (PoS) analysisEnterprise value valuationSensitivity analysisRisk-adjusted discounted cash flow (DCF)

Languages

English

Memberships

  • Collegiate Entrepreneurship Organization
  • American Institute of Graphic Arts

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Typically responds within 24 hours

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Ashby JainJunior Investment Banking Analyst specializing in Healthcare