Jason Merrill Email and Phone Number
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Former rocket scientist, on the team that landed the Phoenix Mars Lander on Mars. Three master's degrees and over 13 years experience in structured finance. Quoted over 40 times in financial publications such as the Wall Street Journal, Financial Times, Reuters, and Bloomberg News. Left home early at the age of 16 before entering a boys’ home for disadvantaged youth. Overcame this obstacle, won the principal’s award at my competitive, private high school, and achieved acceptance at an Ivy League institution. Lived in Hungary for two years and 10 different states in the U.S. across 49 unique addresses. Extensive public speaking experience, including a few keynote speaker opportunities in a fundraising setting. Son of an opera singer and husband to a neurosurgeon-in-training. AREAS OF EXPERTISETrading | Credit Analysis | Model Development | Portfolio Management | Investment Strategy | Relative Value | Surveillance | Valuation | Issuer Due Diligence | Collateralized Loan Obligations | Structured FinancePERSONALITYMyers-Briggs Type Indicator: ENFPPrinciplesYou Archetype: SHAPER | Inventor | Strategist
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Vice President Ii, Head Of Internal InvestmentsEverest Mar 2024 - PresentWarren, New Jersey, Us
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Vice President I, Senior Portfolio ManagerEverest May 2021 - Mar 2024Warren, New Jersey, Us• Responsible for portfolio management, trading, analysis, research, and model development for $5.8 billion internally-managed fixed income portfolio• Traded $3.76 billion in fixed income securities across 380 transactions.• Current asset classes managed internally include collateralized loan obligations (CLO), non-agency mortgage-backed securities (RMBS), asset-backed securities (ABS), preferred equity, and U.S. Treasuries. • Built out internal fixed income portfolio management and trading business from the ground up• Targets externally-managed asset classes to bring in house in order to save money on manager fees• Currently saving $8.1mm/yr on manager fees based on investments managed internally• Currently manages or has managed several investment personnel, including a portfolio manager, two directors, an analyst, and intern• Formally trains and mentors junior investment professionals, cross training them in fixed income asset classes specifically, and improving investment team bench strength generally
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Vp, Structured SecuritiesKuvare Asset Management Feb 2021 - Apr 2021Rosemont, Illinois, Us• Kuvare Asset Management was acquired by Blue Owl Capital in 2024. • Trading, surveillance, and analysis on a $1.1 billion CLO/CDO book. -
Investment SpecialistPenn Mutual Asset Management, Llc Mar 2013 - Jan 2021Horsham, Pa, Us• Responsible for trading, analysis, research, and model development for CLO, ABS, and non-agency RMBS• Managed over $1.2 billion of CLO across 9 institutional accounts, including both buy & hold and total return strategies• Won a $100 million separately-managed account from a $50+ billion pension fund to invest in CLOs• Traded over $6.5 billion of structured securities across 950+ transactions• Traded over $1.5 billion of U.S. Treasury and Agency securities across 400+ transactions• Managed a $130 million 2a7 government money market fund• Sector expertise includes aircraft, railcar, equipment, student loan, unsecured consumer loan, re-performing loan, jumbo prime, credit risk transfer, auto, credit card, conduit CMBS, agency CMBS re-REMICs, and agency MBS• Regular author of chart-based commentaries for the company's investment blog• Market commentary frequently quoted in the media, including the Financial Times, Thomson Reuters, Creditflux, Bloomberg News, Structured Credit Investor, and International Finance Review -
AssociateBeneficial Financial Group Jun 2010 - Mar 2013Us• Completed over 300 deep credit analyses on non-agency RMBS, manufactured housing, CLO combo notes, trust preferred CDOs, collateralized synthetic obligations, and aircraft ABS bonds• Traded over $100 million in corporate and structured bonds and over $200 million in commercial paper• Improved the valuation model for non-agency RMBS using Excel VBA, decreasing analysis completion time by 66%• Taught a class on non-agency RMBS at the University of Utah during the Fall 2010 semester -
Senior Mechanical EngineerLockheed Martin Mar 2005 - Aug 2008Bethesda, Md, Us• Landed the Phoenix spacecraft on Mars as a mission controller• Worked with the Deep Space Network to manage and control the Spirit and Opportunity Mars rovers in mission control• Worked as a thermal analyst on the Orion spacecraft proposal, and then as a structural analyst on the program once our proposal was selected by NASA. Orion is the crew exploration vehicle being used in the Artemis Program to send humans back to the moon.• Taught a Matlab class to Lockheed Martin engineers from multiple disciplines in the Denver region• Served as Chairman of the Summer Intern Program Committee; managed a team of 10 associates and produced savings of 35% -
EngineerSynergy Innovations Jun 2004 - Feb 2005• Provided engineering support for a small, privately-held think tank that creates and sells high-tech businesses• Pioneered new techniques for innovative power source simulation development
Jason Merrill Skills
Jason Merrill Education Details
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Dartmouth CollegeEngineering Management -
Brigham Young UniversityFinance
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Brophy College PreparatoryHigh School Diploma
Frequently Asked Questions about Jason Merrill
What company does Jason Merrill work for?
Jason Merrill works for Everest
What is Jason Merrill's role at the current company?
Jason Merrill's current role is Vice President II, Head of Internal Investments at Everest.
What is Jason Merrill's email address?
Jason Merrill's email address is me****@****ual.com
What schools did Jason Merrill attend?
Jason Merrill attended Dartmouth College, Brigham Young University, Brophy College Preparatory.
What skills is Jason Merrill known for?
Jason Merrill has skills like Portfolio Management, Valuation, Fixed Income, Bloomberg, Investments, Microsoft Excel, Financial Modeling, Trading, Asset Management, Structured Products, Financial Analysis, Finance.
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