Jason Rector Email & Phone Number

Madison, Wisconsin

Chicago

· Participating in the Financial Management Program (FMP) - a management development program with rotations in the areas of regional and global financial planning and analysis · Oversee reporting processes of the Americas, Europe, and Asia-Pacific regions to drive consistency and accuracy in capital spending and restructuring · Analyze regional forecasts from a global perspective to point out key business developments to Director of Financial Planning and Analysis and Chief Financial Officer · Prepared monthly forecast presentations for Americas region to prepare Regional Finance Director for monthly review with company executives

· Researched money managers to determine drivers in recent performance in order to place clients' funds in the hands of top performing investments · Assisted in conducting searches when a new money manager or mutual fund is needed, as well as prepared asset allocation strategies for clients · Helped create client performance reports which included attribution analysis to explain under/over- performance · Established relationships with investment companies to get a better understanding of the products offered and find the best fit for each

· Admitted into one of the nation's premier undergraduate programs in Investment Management · Oversaw over $1 million of the university's endowment across domestic equity, international equity, and fixed income securities · Managed the Telecommunications and Consumer Goods sectors in the domestic equity portfolio · Developed strong skills in researching companies, finding core competencies, evaluating economic indicators, and maintaining a portfolio of investments

· Interned with the Derivative Settlements Team of a well respected, multi-billion dollar hedge fund · Communicated daily with counterparties after analyzing trade details to ensure trades were settled correctly and on time · Gained exposure to the hedge fund industry specifically with different types of derivatives and how they are traded · Attended weekly information sessions given by traders about the trends of hedge fund strategies which gave insight into how the company planned on profiting in the changing economic environment

Master Of Business Administration (Mba)

Bachelor Of Science, Finance