Jakob Gertsch Email & Phone Number

San Francisco Bay Area

Provo, Utah, United States

Portfolio manager and TA for the first systematic fund at BYU. Responsible for organizing class structure, researching quant strategies, and managing talent acquisition.

Provo, Utah, United States

Built utility model comparing private equity investment strategies for a practitioner paper based on Professor Boyer’s “Discount-Rate Risk in Private Equity: Evidence from Secondary Market Transactions” in The Journal of Finance.

Salt Lake City, Utah, United States

Constructed an options trade entry tool linked to a strategy database for use in asset allocation meetings.

Provo, Utah, United States

Executed trades totaling $300k to reallocate funds into IWV after exiting positions in CAKE and ETSY.Analyzed model replicating research of Savor and Wilson (2013) for potential use in the trading strategy of student-led investment fund with $3.5mm AUM. Conducted extensive fundamental research on an EM company for Dodge & Cox. Developed thesis around undervaluation of the firm’s R&D capabilities and also analyzed areas of concern.

Detroit, Michigan, United States

Began work with the first ever class of loan analysts in July 2020.Worked 1000 loans in October 2020 with no errors.Consistently exceed production metrics, hitting up to 250% of production goals.Winner of the CAVS coin for Speed of the Game in November 2020.Helped hit $39.9 billion in loans closed in October 2020, shattering an old company record.Selected for work on the following special projects: VA loans, VALs, denials, automated underwriting solutions.Started initiative in my organization to help remote team members feel more connected.Promoted to Senior Loan Analyst in May 2021.