Jason Job, Jd, Cfa, Cap Email & Phone Number

New Albany, Ohio, United States

New Albany, Ohio, United States

New Albany, Ohio, United States

Columbus, Ohio Area

- Worked closely with over 100 of Diamond Hill's clients, including public pension funds, foundations, insurance groups, individuals, hospitals, endowments, and foundations.- Oversaw Diamond Hill's internal client service team. (2014 - 2018)- Responsibility for the rationalization and build out of Diamond Hill's Private Asset Management business.- Served.

- Worked with Diamond Hill’s parent company’s Board of Directors and management.- Coordinated Diamond Hill's parent company's annual meeting of shareholders and related SEC documents.- Prepared corporate resolutions and meeting minutes.- Worked with CCO, outside counsel, and other team members to prepare SEC filings as well as Diamond Hill's Form ADV.

- Worked closely with Director of Institutional Business to onboard new clients, including public pension funds, foundations, insurance groups, hospitals, and endowments, and individuals.- Negotiated investment policy statement provisions and investment management agreement terms with clients and consulting partners.- Coordinated new client onboarding with.

- Worked with portfolio managers to set up trades and resolve client restriction issues.- Performed trade settlement function (DTCC) and resolution of trade breaks.- Inputted trades and allocations for equity and fixed income teams.- Traded preferred and equity securities in the secondary market.- Helped deploy Omgeo's OASYS and ALERT systems.

Columbus, Ohio Area

- Inputted accounts payable information into accounting system and prepared checks for payment.- Drafted HR manual.- Performed special projects for business development, trading, and corporate administration teams.- Studied for CFA exam.

Lima, Ohio Area

Served as a judicial law clerk for Judge Richard Rogers in Ohio's Third Appellate District.

Juris Doctor, Law

Ba, Mathematics, Economics

Education record