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 beta and currency-hedged ETPs• 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.