Sarah Xu
Incoming Commercial Banking and Specialized Industries 2026 Summer Analyst @ J.P. Morgan
About
I am currently a junior pursuing a double major in Business Administration at the UNC Kenan-Flagler Business School and Economics with a minor in Philosophy, Politics, and Economics at the University of North Carolina at Chapel Hill.
United States
Chapel Hill
Financial Services
Consulting, Business Analysis Planning & Monitoring, Budgeting, Project Management, Market Research, Private Equity, Research Skills, Cardiopulmonary Resuscitation (CPR), First Aid, Communication, Microsoft Excel
Experience
Incoming Commercial Banking and Specialized Industries 2026 Summer Analyst
J.P. Morgan
Engagement Mentor
Consult Your Community
UNC Chapel Hill
Providing marketing strategy and cost structure analysis for Family Reading Partners, a parent education program that provides high-quality books for parents to read with their young children.
Private Equity Analyst
Wailes Capital
Houston, Texas, United States
Private Equity Intern
Shoals Growth Partners
Atlanta, Georgia, United States
An intensive program focused on private equity deal management, including post-LOI due diligence, proprietary and brokered deal flow processes, and in-depth evaluation of Confidential Information Memoranda (CIMs). Gained hands-on experience conducting detailed due diligence on potential targets and collaborating directly with the Managing Partner on live deal activities.
Associate
Diversity on Wall Street
National organization providing diverse students with finance recruitment prep resources and zoom training.
Private Equity Intern
Platform Partners LLC
Houston, Texas, United States
Shadowed associates & attended weekly staff meetings; Participated in one-on-one sessions with associates to learn about industry trends, financial modeling & valuation; Navigated the S&P 500 database & analyzed data PE transactions in Houston in the past five years; Presented my findings on patterns of missed investment opportunities matching the company’s portfolio to the board
Legal Intern
Josephson Dunlap
Organized 500+ plaintiffs’ information in national class action suit; Sourced, organized & prepared 200+ documents in discovery
Education
UNC Kenan-Flagler Undergraduate Business Program
Business Administration and Management, General
The University of North Carolina at Chapel Hill
Economics
IE University
The Kinkaid School
Sarah Xu's Contact Information
Phone
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