Jake Losh Email & Phone Number

San Francisco Bay Area

San Francisco, California, United States

• Manage pricing and deal economics for Affirm's largest Big Box retailers
• Conduct economic sizing for new and promotional financing programs
• Lead portfolio surveillance and optimization initiatives, including industry 0% APR campaigns and performance analytics
• Coach and mentor pricing analysts and foster high performing teams

San Francisco, California

• Conduct end-to-end analyses of pricing and platform balance data to drive pricing and business strategy decisions
• Author presentations, Tableau dashboards and visualizations to make recommendations and share findings with executive leadership and managers
• Build and test analysis pipelines and analytical frameworks, using SQL and Python, to provide insights into pricing and the health of the platform, at scale
• Write optimized SQL queries against large databases to extract data and perform ad hoc analyses

San Francisco Bay Area

• Analyze exchange-traded products (ETPs) and the ETP competitive landscape to generate relevant and timely business intelligence for C-suite staff and the wider organization
• Author intelligence reports and industry summaries on ETPs, for both internal and external distribution, covering multiple sales channels (e.g., pensions, RIAs, banks), asset classes and thematic topics such as smart.
• Create easy-to-use, informative data dashboards in Tableau to put intelligence at executives' fingertips
• Maintain proprietary ETP databases making extensive use of SQL to organize, cleanse and validate data
• Write SQL queries against large databases to extract data and perform ad hoc analyses

Sacramento, California Area

• Analyze fund performance and attribution, prepare routine and ad hoc performance reporting and liaise with accounting teams to reconcile discrepancies
• Partner with clients to develop customized performance reporting, charting, dashboards and frameworks
• Develop, test and implement automated processes that meet compliance, accuracy and efficiency goals
• Apply appropriate performance calculations and methodologies to facilitate investment decision-making for institutional and hedge fund managers and respond to fund manager inquiries

Sacramento, California Area

• Subject matter expert in fund processing for credit derivatives, swaps, contracts-for-difference (CFDs) and other OTC instruments
• Develop, test and implement novel procedures for processing trades and margin for central counterparty cleared credit default and interest rate swap products
• Collaborate with remote, overseas reconciliation staff to process transactions to ensure accuracy and quality
• Train and manage Associate I staff in fund processing

Sacramento, California Area

• Train and manage remote, overseas staff in the processing of dividend payments and corporate actions for international equity-based mutual funds
• Subject matter expert in processing of cash flows for equity mutual funds and risk management
• Confer with counterparts in partner organizations (e.g., custodial banks) to ensure accuracy of dividend payments
• Delivered a series of five presentations to staff of all levels on topics of mutual fund cash processing, risk management and working with remote, overseas staff
• Utilize various databases and data services, including Bloomberg terminal, to investigate corporate actions, prices, etc.

Sacramento, California Area

• Assisted in designing, back-testing, and implementing of quantitative models in MS Excel
• Wrote subroutines in VBA to automate calculation and data processing (e.g., time-lagged regressions, bond recovery rate calculation, document creation)
• Utilized financial databases (Barclays Live/Point, Bloomberg, Moody’s, FactSet) to prepare reports of key financial data for executive staff
• Expeditiously and accurately performed data handling and validation

M.A., Economics

A.B., Economics

Graduated with Honors in Economics. Minored in Mathematics and Japanese.