JACOB M REYNOLDS
Indianapolis
Summary
Experienced Portfolio Manager skilled in effectively managing risk exposures, ensuring client satisfaction, and capitalizing on emerging opportunities. Bringing over 7 years of industry expertise to drive optimal results and deliver exceptional performance. Adept at analyzing market trends, implementing strategic investment strategies, and optimizing portfolio performance to achieve long-term financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Portfolio manager
Wallington Asset Management
06.2022 - Current
- Managed over $1 billion in equity and fixed income investments, specializing in the selection and performance optimization of bonds investments within substantial fixed income portfolios
- Pioneered automation initiatives that enhanced operational efficiency by optimizing repetitive processes across departments
- Led firm-wide research initiatives, enhancing market insight, and informing strategic investment decisions through comprehensive analysis and trend identification
Advisor & equity research associate
Wallington Asset Management
02.2021 - 06.2022
- Conducted deep analyses of financial markets including equities, fixed incomes, and commodities to uncover economic interrelations using both technical and fundamental approaches
- Merged qualitative and quantitative methods to forge actionable investment insights and recommendations for portfolio adjustments
- Utilized advanced tools such as Python, Bloomberg, FactSet, Axys, and Junxure to ensure precision and efficiency in daily operational tasks
Manager of Investment Operations
Invst, LLC
10.2020 - 02.2021
- Directed daily investment operations and trading for Invst's Wealth Advisory business, enhancing portfolio performance through strategic trading and efficient reporting mechanisms
- Employed tools like Salesforce and Orion Advisor Solutions for dynamic portfolio management and client interaction, ensuring high levels of client service and operational compliance
Sr. Specialist
Charles Schwab & Co. Inc.
05.2017 - 09.2020
- Managed client inquiries and ensured adherence to compliance standards within financial operations, contributing to high standards of client service and regulatory alignment
- Led team to multiple 'Excellence in Action' awards through strategic client engagement and operational excellence
- Spearheaded initiatives that resulted in Schwab's Prospect Team crossing over a billion dollars in net new assets for the first time, demonstrating effective team leadership and asset growth strategies
Education
Bachelor - economics
Hanover college
Hanover, IN05.2016
Skills
- Prompt Engineering
- Financial Modeling
- Sensitivity
- Fixed Income Modeling
- Strategic Optimization
- Python
- SQL
- ALM and Balance Sheet Analytics
- Portfolio lifecycle Management
- Risk Exposure management
- Annual performance reviews
Accomplishments
- Improved organizational efficiencies by introducing python programming for repetitive portfolio accounting tasks.
Certification
- Chartered Financial Analyst (CFA) - CFA Institute.
Timeline
Portfolio manager
Wallington Asset Management
06.2022 - Current
Advisor & equity research associate
Wallington Asset Management
02.2021 - 06.2022
Manager of Investment Operations
Invst, LLC
10.2020 - 02.2021
Sr. Specialist
Charles Schwab & Co. Inc.
05.2017 - 09.2020
Bachelor - economics
Hanover college
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