JB

Investment Analyst · Edmonton, Alberta

Jakob BickleyInvestment analysis.
Practical insight.

I connect investment analysis, business performance, and technology to help principals and business leaders make better decisions.

At Franvest Capital Partners, I analyze investments across asset classes, including operating companies, real estate, private equity funds, and public markets. My work spans valuation, financial modelling, portfolio performance, and commercial due diligence, bringing financial and operating evidence together to assess opportunities, challenge assumptions, and inform strategic decisions.

I work with principals and business leaders to frame the question, investigate the underlying drivers, and translate findings into decision briefs and practical recommendations. I also build Power BI and HTML dashboards and apply AI and workflow automation to improve how information is gathered, analyzed, and used.

Explore my work View résumé LinkedIn ↗
Investment analysisA commercial perspectiveUnderstanding value, performance, and the risks behind a decision.
Data & insightFind the useful signalConnecting financial and operating data with the questions that matter.
Dashboards & toolsBuild for the userPower BI and custom HTML dashboards that make information easier to explore.
AI & automationMake work more efficientApplying AI and automating workflows to reduce repetitive work and improve output.

Experience

Analysis that supports action.

From investment returns to operating performance, my work connects the numbers with the decisions behind them.

Feb 2026 to present · Edmonton, AB

Investment Analyst

Franvest Capital Partners Family office

Current role

My role combines investment analysis with hands-on work across the businesses and portfolios the family office supports. That can mean building a valuation or budget, tracing the cash flows behind an investment return, or investigating an operating trend before it becomes a strategic decision.

I’m particularly interested in the connection between financial performance and what is happening inside a business. Customer behaviour, retention, sales funnels, and operating KPIs give context to the numbers and help identify where a change might make a difference.

Alongside the analysis, I build tools that make it easier to act on. I develop dashboards in Power BI and HTML, bring information together from different sources, and use Python, Excel, and AI to simplify recurring research and reporting workflows. The goal is useful information, fewer manual steps, and a process people can keep using.

I also work with business leaders on commercial research and due diligence, turning findings into clear decision briefs, questions to investigate, and priorities for negotiation.

May to Aug 2025

Underwriting Student

Saskatchewan Government Insurance

Commercial underwriting gave me experience evaluating a business through its financial statements, operations, and exposure to risk. I supported property and auto submissions and learned how the quality of the information affects pricing, risk selection, and the work that follows.

I also worked on the processes around that analysis: building Excel tools and dashboards, automating repetitive tasks with VBA and Python, and adding checks to make reporting more reliable. A recurring design principle was to keep the workflow familiar for the people using it while improving what happened behind the scenes.

Aug 2023 to Feb 2026

Teaching Assistant & Residence Assistant

University of Alberta

Teaching & communication

As a Teaching Assistant, I helped students work through Calculus I–III in weekly academic support sessions and evaluated assignments. The work involved more than getting to the right answer: it meant breaking a difficult concept into manageable steps, identifying where someone was stuck, and adapting an explanation to their level of understanding.

That experience shapes how I present analysis today. A model is more useful when its assumptions and conclusions are understandable to someone who did not build it.

Leadership & conflict resolution

As a Residence Assistant, I supported residents, coordinated incident response, and helped resolve conflicts. This required listening to different perspectives, staying calm in difficult conversations, and working with campus teams to find a practical way forward.

I also helped organize residence programming and academic support, with an emphasis on inclusion, wellbeing, and accountability. I was recognized as RA of the Year.

Education & credentials

B.Sc. Mathematics & Finance

University of Alberta · Completed May 2026 · GPA 3.9 / 4.0

Louise McKinney Scholarship · Cathy Allard-Roozen Leadership Award · Thorleif M. Fostvedt Scholarship · I.M. May Denham Memorial Scholarship · Dean’s Honour Roll

Passed CFA Level I ExamProfessional development

Selected work

From data to a clearer decision.

The kinds of problems I enjoy working on, and the approaches I bring to them.

AI & workflow automation

Less time on repetitive work.
More time on the judgement behind it.

AI is a regular part of how I research, analyze, build, and communicate. I use it to work through source material, support coding and document preparation, and connect steps that would otherwise require repeated manual effort.

I combine AI tools with Python, Excel, and structured workflows to make recurring tasks more efficient. That includes organizing information, preparing reporting, and building tools that help others get to the answer faster.

My approach is to check the underlying data, review the output, and keep the reasoning clear enough to explain.

AI-assisted researchWorkflow automationDocument workflowsReporting efficiency

Investment analysis

Understand what drives the return

I build financial models and work through cash flows, valuations, and reporting to understand how an investment is performing. I’m interested in both the result and the assumptions behind it, including where the picture is incomplete or a calculation needs to be reconciled.

Valuation · Cash flows · Portfolio analysis

Business analytics

Connect the numbers to the business

I use customer and operating data to explore retention, repeat business, sales funnels, and revenue performance. The aim is to move from a trend on a chart to a useful question, an explanation, or an operating decision.

Customer behaviour · Retention · Operating performance

Dashboards & tools

Make information easier to work with

I build dashboards in Power BI and HTML, choosing the format around the people who will use it. Sometimes that means a recurring portfolio view; sometimes it means an interactive tool for exploring a question. I focus on clear navigation, useful comparisons, and reducing the effort required to review the data.

Power BI · HTML dashboards · Interactive tools

Research & due diligence

Make the next decision clearer

I bring financial and commercial research together to investigate risks, compare options, and identify what still needs to be verified. I turn the findings into concise briefs and practical priorities for discussion and negotiation.

Commercial research · Risk assessment · Decision briefs

Research & automation

Additional projects in quantitative finance, energy, and insurance operations.

Research project

Electricity Capacity & Risk Analysis

Alberta grid mix shift, renewables growth, and large-load connection risk modelled with AESO data

Analyzed Alberta’s changing generation mix and proposed connection queue using AESO data. Built R visualizations to examine renewable capacity growth, proposed data-centre demand, and the implications for supply adequacy and price risk.

View capacity chart
Alberta generation capacity by fuel type in the original research dataset
Capacity snapshot from the original research project.

Collaborative academic research

A Markov Model of Bank Runs under Interest Rate Shocks

Monte Carlo stress-test of SVB's balance sheet using stochastic rates and sentiment-driven deposit flows

Co-developed a stochastic model calibrated to Silicon Valley Bank’s balance sheet, combining interest-rate shocks, deposit flows, and changing depositor sentiment. Used 100,000 Monte Carlo simulations to explore funding stress and fire-sale dynamics.

Simulation results describe model scenarios, rather than a forecast of actual bank losses.

Read the research report ↗

Insurance workflow automation

Excel-Driven Guidewire Automation

Bulk vehicle and coverage configuration via Python + Selenium, keeping Excel as the user interface

Built an Excel-based workflow during the SGI underwriting placement. A Python and Selenium runner handled bulk vehicle and coverage configuration in Guidewire, including VIN lookups, reducing repetitive entry while keeping Excel as the user interface.

Capabilities

Finance meets practical analytics.

The tools and methods I use to investigate, model, and communicate.

Investment & finance

Evaluate performance, value, and downside risk.

Financial modellingValuationFinancial statement analysisPortfolio analysisRisk analysisStress testing

Data & reporting

Connect operating data with commercial decisions.

Customer analyticsFranchise performanceSales-funnel analysisPower BIKPI reportingData visualizationHTML dashboards

Modelling & automation

Build repeatable workflows with appropriate checks.

Advanced ExcelVBAPower QueryPython · Pandas / NumPyR · RegressionSQL basicsBloomberg Terminal

AI & workflow design

Use AI and automation to simplify the steps around the analysis.

AI-assisted researchLLM workflowsDocument automationPython automationProcess improvementOutput review

Get in touch

Let’s connect.

For a conversation about investment analysis, data, or a potential collaboration.

Email me ↗Connect on LinkedIn ↗