Jason Kronstad, Cfa, Caia Email & Phone Number

Seattle, Washington, United States

• Worked as an equity portfolio manager for an asset management firm overseeing roughly $350 billion in client assets. Responsibilities include coordinating multiple groups in daily optimization and management of.
• Optimize ~3,200 portfolios in UMA and SMA structures, translating to ~$5 billion in AUM for direct indexing, active manager actions, daily risk exposure management, and active tax management
• Manages implementation the Parametric Dividend Income mutual fund
• Run analysis for various existing and prospective clients related to new investments, activities, and planning discussions
• Perform daily strategy maintenance to ensure position, pricing, and transaction data is accurate and actionable for over 100 model strategies
• Lead trainings on systems usage and management procedures for other portfolio managers and team members

Portland, Oregon Metropolitan Area

• Worked as an analyst for a $1 billion sub advisor and turnkey asset management program which supports Member Firms of M Financial Group. Responsible for assisting Member Firms in providing investment management.
• Developed pipelines for and performed analysis on over 50 private offerings covering general private markets, private equity, private credit, private real estate, and real assets. Products also spanned various.
• Assisted in the creation of two product suites for use by advisors – four low volatility models and two ESG focused models – and curated materials for distribution to support sales of these models

Portland, Oregon Area

• Worked as an associate for a $1 billion sub advisor and turnkey asset management program which supports Member Firms of M Financial Group. Responsible for assisting Member Firms in providing investment management.
• Presented research to the investment committee to implement annual changes to portfolio models effecting 2,400+ client accounts
• Conducted manager and fund research for inclusion in model portfolios
• Created a new process for billing client accounts that reduced cycle times from 22 days to an average of 9 days
• Implemented operational improvements including a system that increased the speed and accuracy of tracking client allocations
• Produced and managed a dashboard to track department metrics for use by the leadership team

Portland, Oregon Area

• Worked as an intern for the wealth management division of a 200+ employee financial services firm. Daily responsibilities encompassed creating trade tickets, updating porfoltio management systems for, and performed.
• Performed analysis on and suggested asset allocation changes for 12 standardized portfolio models which were implemented for 1,800+ accounts
• Assisted in constructing custom portfolio proposals for prospective clients with assets in excess of $1,000,000 including calculating expense ratios, researching holdings, running asset allocation breakdowns, and.
• Performed research on various topics including: charitable remainder trusts, tax deductibility of investment management fees, benefits of semi-annual rebalancing, and use of fixed income securities in IRAs

Portland, Oregon Area

• Worked as an intern in the compliance department of a full-service broker-dealer. Daily responsibilities encompassed initial review of trades and assisting in improving current processes for review.
• Reconciled 6 missing daily trade blotter reports consisting of 5,000+ trades each
• Ran daily trade blotters and suitability reports for trade testing purposes in compliance with FINRA rules
• Helped review Actimize alerts in compliance with anti-money laundering laws
• Ran and performed initial review of 13H Holdings,13F (asset under management), G-47 municipal bond trade reports and cyber security reports
• Performed weekly testing on samples of trades executed through Pershing and Charles Schwab

Lake Oswego

• Worked as an intern under a Financial Planner at an independent financial firm. Daily responsibilities included contacting brokerage firms for information on financial products, running financial reports for client.
• Ran 25 Morningstar illustrations to assist clients with tracking portfolio performance
• Researched 50 funds, financial products and individual companies to create portfolios/assist financial planner with recommendations for client portfolios

Master Of Science - Ms, Economics

Bachelor'S Degree, Business Administration (Finance)