Joseph Chacon

Junior at Bentley University double majoring in finance with a concentration in capital markets, and mathematics with a minor in business administration. I am quantitative, analytical, hard working with strong communication and collaboration skills. I am looking for an internship in finance with a focus on investment banking, corporate development, and private equity.

I am interested in financial markets, valuation, mergers and acquisitions, and financial modeling. Seeking to apply my analytical skills, problem-solving abilities, and knowledge of finance in a fast-paced environment.

Market Research Analyst at Bentley Alternative Investments Group (2026-08 – Present)

• Assisted in the creation of monthly newsletters covering IPOs, PE deals, and many alternative investments.
• Contributed to writing weekly updates on major alternative investment news for the Bentley student body.

Analyst Program at Bentley Alternative Investments Group (2026-01 – 2026-08)

• Practiced technical questions covering valuation, LBO, DCF, and advanced accounting and finance topics.
• Produced a private equity-style one-pager analyzing a recent, real-world M&A transaction, assessing deal structure, financing, and strategic rationale through comprehensive research across multiple sources.
• Partnered with 4 peers to research, create, and deliver a presentation on international alternatives in sports.
• Participated in a healthcare private equity case study pitch, leading the precedent transactions valuation.

Whole Foods Market

In-store shopper

June 2025 - Jan 2026

• Shopped and fulfilled 8+ online customer orders per shift, achieving a productivity rate of 78 units per hour (UPH).
• Selected and packed high-quality produce, meats, and perishable goods while adhering to Whole Foods’ freshness and safety standards.
• Managed substitutions and ensured customer satisfaction by selecting appropriate alternatives for out-of-stock items, maintaining a 100% replacement rate.
• Efficiently staged and organized completed orders to support on-time pickup and delivery.
• Maintained accuracy and speed in a fast-paced, time-sensitive environment, contributing to team fulfillment goals.

Whole Foods Market

Cashier

Feb 2025 - May 2025

• Operated cash register and POS to process sales transactions and handle cash and credit transactions totaling $1,500+ per shift with accuracy and efficiency.
• Utilized strategic bagging techniques to minimize waste and support Whole Foods’ sustainability goals.
• Delivered excellent customer service to over 20 customers per shift, ensuring a positive and friendly shopping experience.
• Sustained a clean and organized checkout area while adhering to store procedures and quality standards.

•Maintained proficiency with the Cashier Code Book and PLUs.

Cotton On

Sales Associate

Jul 2024 - nov 2024

• Operated cash register and POS to process sales transactions and payments, handling over $300 per shift.
• Boosted customer satisfaction through attentive service and product knowledge, enhancing shopping experience for 20+ customers per shift, driving repeat visits.
• Maintained impeccable store appearance, ensuring proper merchandise display and cleanliness to create an inviting shopping environment.
• Fostered team spirit by assisting one to four colleagues during peak hours, contributing to a smooth operation and positive work atmosphere.
• Supported loss prevention by helping identify theft.

Target

Closing Specialist

Feb 2024 - Aug 2024

• Implemented efficient stocking methods and reduced shelf replenishment time and out-of-stock situations by 20+%.
• Examined stock items for wear and defects to optimize merchandise presentation and disposed of approximately 10 damaged or defective items per shift.
• Itemized and total customer merchandise selection at checkout counter, using cash register, and accepted cash and charge card for purchases, handling over $500 per shift.
• Built exceptional customer service skills while providing product knowledge to 20+ customers per shift.

Pacsun

Sales Associate

Jul 2023 - Aug 2024

• Provided accurate information about products and excellent customer service to 30+ customers per shift.
• Recommended, selected, and helped locate and obtain merchandise based on customer needs and desires for 10+ customers per shift.
• Operated cash register and POS to handle purchases, refunds, and exchanges handling over $1000 per shift.
• Fostered team cohesion by mentoring approximately five hires on sales techniques and store procedures. Contributed to a positive work environment, improving staff retention.

Bachelor of Science in Finance and Mathematical Science – Bentley University (2028-05)