Jason Tilchen, Cfa Email & Phone Number

New York, New York, United States

- Coverage includes Digital Gaming & Entertainment

New York, New York, United States

- Coverage included Internet & Digital Gaming

New York, New York, United States

- Coverage included Internet & Digital Assets

New York, Ny

- Generated new investment ideas by attending industry conferences, speaking directly with management teams, examining regulatory filings, and reviewing research reports- Performed detailed fundamental analysis, including financial modeling and various valuation techniques- Monitored capital markets for macro and micro themes or events which impacted my coverage universe- Prepared regular updates for the fund managers on current portfolio holdings, ensuring that our… Show more - Generated new investment ideas by attending industry conferences, speaking directly with management teams, examining regulatory filings, and reviewing research reports- Performed detailed fundamental analysis, including financial modeling and various valuation techniques- Monitored capital markets for macro and micro themes or events which impacted my coverage universe- Prepared regular updates for the fund managers on current portfolio holdings, ensuring that our original investment rationales were still intact and that valuations remained attractive- Managed portfolios for high-net worth individuals and families, making investments decisions and maintaining relationships by educating clients and keeping them informed Show less

Greenwich, Ct

- Streamlined the client reporting process by cleaning historical data and transitioning to Factset, which improved data accuracy while reducing production time from four weeks to two- Enhanced reporting packages by introducing a comprehensive standardized statement for institutional clients which consolidated sixteen unique reporting tools into one concise document- Revamped the internal cash flow system by implementing enhanced Excel functionality, which simplified client… Show more - Streamlined the client reporting process by cleaning historical data and transitioning to Factset, which improved data accuracy while reducing production time from four weeks to two- Enhanced reporting packages by introducing a comprehensive standardized statement for institutional clients which consolidated sixteen unique reporting tools into one concise document- Revamped the internal cash flow system by implementing enhanced Excel functionality, which simplified client onboarding and made it easier for all employees to track subscriptions and redemptions- Calculated and compiled performance, attribution, and holdings-based data in order to expedite turnaround on factsheets, pitch books, RFI's, and ad hoc requests from portfolio managers, research analysts, and the sales team Show less

Greenwich, Ct

- Monitored and analyzed performance for over $10 Billion in firm assets across a variety of strategies- Managed and reconciled equity, FX, and income transactions as well as fund holdings utilizing the Axys and Staars accounting systems and the Eze trading platform to ensure consistency with custodian banks and brokers- Forecasted cash levels for all portfolios on a daily basis to avoid overdraws on accounts which had withdrawals or held low levels of cash for strategic… Show more - Monitored and analyzed performance for over $10 Billion in firm assets across a variety of strategies- Managed and reconciled equity, FX, and income transactions as well as fund holdings utilizing the Axys and Staars accounting systems and the Eze trading platform to ensure consistency with custodian banks and brokers- Forecasted cash levels for all portfolios on a daily basis to avoid overdraws on accounts which had withdrawals or held low levels of cash for strategic reasons- Tracked and analyzed a variety of risk factors and characteristics for the firms’ products and produced comprehensive risk reports on a monthly basis for use by portfolio managers Show less

New York, Ny