Jake Simons
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Jake Simons Email & Phone Number

Associate, Investor Reporting at iCapital
Location: Coral Springs, Florida, United States 9 work roles 2 schools
1 work email found @bbh.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@bbh.com
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Current company
iCapital
Role
Associate, Investor Reporting
Location
Coral Springs, Florida, United States
Company size
222 employees

Who is Jake Simons? Overview

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Quick answer

Jake Simons is listed as Associate, Investor Reporting at iCapital, a company with 222 employees, based in Coral Springs, Florida, United States. AeroLeads shows a work email signal at bbh.com and a matched LinkedIn profile for Jake Simons.

Jake Simons previously worked as Project Analyst at Wellington Management and Middle Office Analyst at Putnam Investments. Jake Simons holds Finance, Business Finance from Endicott College.

Company email context

Email format at iCapital

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{first}.{last}@bbh.com
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AeroLeads found 1 current-domain work email signal for Jake Simons. Compare company email patterns before reaching out.

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Profile bio

About Jake Simons

Our team at iCapital thrives on meticulous attention to detail and my role as an Associate in Investor Reporting embodies this. With a strong educational foundation from Endicott College in Business Finance, I steer through complex reports and analytics to ensure accuracy and client satisfaction. My tenure as a Project Analyst at Wellington Management sharpened my competencies, particularly in strategic lending initiatives that bolstered our global investment platform.With a knack for analytical problem-solving, I contributed to significant projects, facilitating seamless operations and supporting our overarching goals. The skills honed during my time at Putnam Investments, especially in navigating dynamic and demanding environments, now fuel my commitment to drive excellence within iCapital's investor reporting landscape.

Current workplace

Jake Simons's current company

Company context helps verify the profile and gives searchers a useful next step.

iCapital
Icapital
Associate, Investor Reporting
new york, new york, united states
Website
icapitalnetwork.com
Employees
222
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9 roles

Jake Simons work experience

A career timeline built from the work history available for this profile.

Associate, Investor Reporting

Current
Icapital

Boca Raton, Florida, United States

Jun 2024 - Present

Middle Office Analyst

Putnam Investments

Andover, Massachusetts, United States

Oct 2021 - Aug 2022

Finance Intern

College Funding Services

Salem, Massachusetts, United States

  • Maintained and updated CRM database, which included Salesforce
  • Onboarded important client data into Excel
  • Assisted in determining clients cost projections
  • Completed clients’ financial aid applications, which included the FAFSA, CSS/Profile and Institutional applications
  • Acted as first point of contact for prospective and current clients in the company office, on the phone and at off-site presentations
Sep 2020 - Dec 2020

Stock Analyst Intern

Beautyman Enterprises

Boca Raton, Florida, United States

- Research stocks and provide analysis whether to buy, sell, or hold stock

May 2020 - Jun 2020

Financial/Marketing Intern

The Stock Snipers

Florida, United States

  • Maintain and grow the companies presence through social media platforms
  • Identify profitable stocks and provide analysis to brokers to utilize for trading and group chat
  • Establish efficient operational practices for an effective use of time
  • Track the activity of all current and potential clients (on trial) to make sure they are utilizing subscriptions to minimize turnover
Mar 2020 - Jun 2020

Operations And Marketing Intern

Pro Skills Development

Beverly, Massachusetts, United States

  • Utilized Company’s CRM (salesforce) to identify prospects for our services
  • Performed cold calls and email campaigns to reach prospective customers
  • Performed market research to identify and track key competitors, potential partners and industry trends
  • Utilized Financial Tools in order to forecast revenue for our projects
May 2019 - Sep 2019
Team & coworkers

Colleagues at iCapital

Other employees you can reach at icapitalnetwork.com. View company contacts for 222 employees →

MC Maya Celaj Maya Celaj Colleague at Icapital Briarcliff Manor, New York, United States, United States View → PO Peter O'Donnell Peter O'Donnell Colleague at Icapital New York, New York, United States, United States View → GG Gabriel Gomes Lemos Gabriel Gomes Lemos Colleague at Icapital Urucurituba, Amazonas, Brazil, Brazil View → HV Hannah Vogel Hannah Vogel Colleague at Icapital New York, New York, United States, United States View → DK Daniel Kuziora Daniel Kuziora Colleague at Icapital Greater Hartford, United States View → WD William Deblois William Deblois Colleague at Icapital Stamford, Connecticut, United States, United States View → JC Jason Clarke, Cima® Jason Clarke, Cima® Colleague at Icapital Branchburg, New Jersey, United States, United States View → MK Mehrsa Kheibary Mehrsa Kheibary Colleague at Icapital New York, New York, United States, United States View → BN Bien Ngo Bien Ngo Colleague at Icapital New York, New York, United States, United States View → KP Krupal Patel Krupal Patel Colleague at Icapital Chicago, Illinois, United States, United States View →
2 education records

Jake Simons education

FAQ

Frequently asked questions about Jake Simons

Quick answers generated from the profile data available on this page.

What company does Jake Simons work for?

Jake Simons works for iCapital.

What is Jake Simons's role at iCapital?

Jake Simons is listed as Associate, Investor Reporting at iCapital.

What is Jake Simons's email address?

AeroLeads has found 1 work email signal at @bbh.com for Jake Simons at iCapital.

Where is Jake Simons based?

Jake Simons is based in Coral Springs, Florida, United States while working with iCapital.

What companies has Jake Simons worked for?

Jake Simons has worked for Icapital, Wellington Management, Putnam Investments, Brown Brothers Harriman, and College Funding Services.

Who are Jake Simons's colleagues at iCapital?

Jake Simons's colleagues at iCapital include Maya Celaj, Peter O'Donnell, Gabriel Gomes Lemos, Hannah Vogel, and Daniel Kuziora.

How can I contact Jake Simons?

You can use AeroLeads to view verified contact signals for Jake Simons at iCapital, including work email, phone, and LinkedIn data when available.

What schools did Jake Simons attend?

Jake Simons holds Finance, Business Finance from Endicott College.

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