Braden Lee

Incoming 2027 US Private Bank Summer Analyst @ J.P. Morgan

About

Pursuing a Bachelor of Commerce at UVA McIntire School of Commerce and a Bachelor of Economics at the University of Virginia, with a focus on finance. Interested in the field of wealth management following my internship at The Optimal Service of Wells Fargo Advisors. Currently an Analyst at Portico Impact Fund and Community Honor Fund, researching sustainable healthcare investments and fostering client relationships, and as a Data Analyst for UVA Athletics, leveraging statistical analysis to evaluate performance trends. Skilled in data analysis and interpretation, with certifications in Excel and foundational financial planning. Recognized as a dedicated student-athlete with multiple honors for academic and athletic excellence.

Country

United States

City

Williamsburg

Industry

Financial Services

Skill

Financial Analysis, Loan Servicing, Community Development, Pitch Development, DCF Valuation, Environmental, Social, and Governance (ESG), Microsoft PowerPoint, Statistical Data Analysis, Statistical Modeling, First Aid, CPR, FactSet, Portfolio Management, Goal Analysis, EMoney, Envision, Microsoft Excel, Market Research, Customer Interaction

Experience

Incoming 2027 US Private Bank Summer Analyst

J.P. Morgan

2026-3 - Present · 7 mos

New York, United States

Analyst

Portico Impact Fund

2024-9 - Present · 2 yrs 1 mo

Charlottesville, VA

Research and present investment opportunities in sustainable companies in the healthcare industry.

Analyst

Community Honor Fund

2024-9 - Present · 2 yrs 1 mo

Charlottesville, Virginia, United States

Provide low-interest loans to low-income families and maintain relationships with clients.

Data Analyst

UVA Athletics

2024-8 - Present · 2 yrs 2 mos

Charlottesville, Virginia, United States

Serve as a volunteer data analyst by collecting data points, compiling them, and evaluating trends.

Summer Intern

Wells Fargo Advisors

2025-5 - 2025-7 · 3 mos

Williamsburg, Virginia, United States

I gained experience in the financial planning process, from understanding risk tolerance to analyzing investment opportunities. I was be responsible for analysis involving investment strategy, asset allocation, and portfolio management.

Swim Coach

Williamsburg Community Pool

2024-5 - 2024-8 · 4 mos

Williamsburg, Virginia, United States

Developed and implemented practice plans based on previous performances for swimmers of all ages and abilities on our team. Strategized meet entries for maximum point scoring potential and created personalized individual awards for all 93 swimmers.

Lifeguard/Swim Lesson Instructor

Williamsburg Community Pool

2021-5 - 2024-8 · 3 yrs 4 mos

Williamsburg, Virginia, United States

Lifeguard/Swim Lesson Instructor

757SWIM INC

2021-5 - 2023-8 · 2 yrs 4 mos

Williamsburg, Virginia, United States

Taught kids of all ages and abilities to swim and practice good water safety and overcome anxiety through daily swim lessons. Cleaned pool area and bathrooms, ensured pool safety, and checked and maintained pool chemicals.