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Senior Equity Analyst and Portfolio ManagerOver 23 years in the institutional equities businessEquity analyst covering traditional and new energy, utilities and power, and sustainability themes across industries.Managed portfolios of internal and external capital as generalist portfolio manager.Created, launched, and marketed Large Cap Core strategy.Formerly lead technology and telecom analyst for equities group.
The Tcw Group
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Managing Director/Senior AnalystThe Tcw Group Mar 2009 - PresentLos Angeles, CaEquity Analyst responsible for energy, utility, alternative energy, and sustainability holdings across the firm's equity strategies.Managed various internal research portfolios.Developed early ESG engagement, reporting and evaluation practices for equities group.
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Portfolio Manager - Spectrum StrategyThe Tcw Group Jul 2002 - Mar 2009Los Angeles, CaConceived, incubated, and launched firm's large cap core equity strategy.Pioneered the use of risk control metrics and sector allocation balance at TCW.Raised $300M in client capital over first two years.Outperformed benchmark on a net basis from inception to close of fund.Posted lowest risk metrics (volatility, tracking error) and highest risk adjusted return (information ratio) of all TCW equity strategies.
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Equity AnalystThe Tcw Group Jul 2000 - Jun 2005Los Angeles, CaEquity Analyst responsible for IT and Telecom investments across TCW equity strategies.Launched new equity strategy (Spectrum) while fulfilling analyst responsibilities.
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Project Engineer And ManagerAnatech Corporation May 1991 - Jul 1998Non-linear, post failure finite element analysis of various structural, mechanical, nuclear, and biomedical systems.Launched and managed satellite office.
Jason Maxwell Skills
Jason Maxwell Education Details
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Finance, Investments -
Structural Engineering
Frequently Asked Questions about Jason Maxwell
What company does Jason Maxwell work for?
Jason Maxwell works for The Tcw Group
What is Jason Maxwell's role at the current company?
Jason Maxwell's current role is Managing Director/Senior Analyst at The TCW Group.
What is Jason Maxwell's email address?
Jason Maxwell's email address is ja****@****tcw.com
What is Jason Maxwell's direct phone number?
Jason Maxwell's direct phone number is +121324*****
What schools did Jason Maxwell attend?
Jason Maxwell attended University Of Southern California - Marshall School Of Business, Uc San Diego.
What are some of Jason Maxwell's interests?
Jason Maxwell has interest in Family, Youth Soccer, Cycling, Exercise.
What skills is Jason Maxwell known for?
Jason Maxwell has skills like Equities, Portfolio Management, Investments, Asset Managment, Valuation, Financial Modeling, Equity Research, Hedge Funds, Strategy, Asset Allocation, Alternative Investments, Investment Strategies.
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Jason Maxwell
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Jason Maxwell
Vice President, Chief Litigation, Investigations & Risk Management CounselDallas-Fort Worth Metroplex7hotmail.com, colfaxcorp.com, djoglobal.com, takeda.com, cardinalhealth.com, cardinal.com, enovis.com1 (224) 5XXXXXXX
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2alation.com, contax.com
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Jason Maxwell
Veteran General Counsel & Strategic C-Suite Executive Leading Complex Global Enterprises | Passionate Team-First Leader | Expert In Building High-Performing Legal, Compliance And Risk Management Teams | Former CcoNewport Beach, Ca
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