Jonathan Davis

Jonathan Davis Email and Phone Number

Senior Vice President - Client Portfolio Manager, Sustainable Investment Strategist and Co-Chair of PineBridge ESG Investment Committee at PineBridge Investments @ PineBridge Investments
Jonathan Davis's Location
New York, New York, United States, United States
Jonathan Davis's Contact Details

Jonathan Davis personal email

About Jonathan Davis

Provide investment product expertise to internal constituents across the firm and external clients and prospects, with a collaborative approach that enhances our ability to leverage investment insights across globally.

Jonathan Davis's Current Company Details
PineBridge Investments

Pinebridge Investments

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Senior Vice President - Client Portfolio Manager, Sustainable Investment Strategist and Co-Chair of PineBridge ESG Investment Committee at PineBridge Investments
Jonathan Davis Work Experience Details
  • Pinebridge Investments
    Senior Vice President
    Pinebridge Investments Mar 2015 - Present
    New York, Us
  • Pinebridge Investments
    Senior Vice President - Fixed Income Client Portfolio Manager
    Pinebridge Investments Mar 2015 - Jun 2023
    New York, Us
    • Serve as primary liaison between investment team and key stakeholders, both internal and external, providing an in-depth understanding of Fixed Income investment products, philosophy and processes • Communicate investment strategy, explain performance and provide market perspective to various constituents both inside and outside the firm• Deliver credible presentations on a variety of topics, including firm introduction, market outlook and in-depth product discussion, to clients, prospects and consultants across distribution channels and regions• Conceptualize and create marketing materials, including pitch materials, market outlook presentations, market insight publications and white papers • Partner with business development and other investment areas to share knowledge about strategies and create coordinated representations of the firm’s capabilities• Serve as primary technical expert for the firm’s Developed Market Investment Grade and Global Emerging Market fixed income platforms for the global sales and client service teams• Work with product management to identify product development opportunities, including the successful launch of a UCITS fund in Q4 2016, and position investment strategies against competition• Coordinate RFP input from investment team and middle office to ensure timeliness, accuracy and efficacy• Facilitate collaboration across investment teams and enhance access to investment team for internal partners
  • Alliancebernstein
    Fixed Income Product Manager
    Alliancebernstein May 2012 - Mar 2015
    Nashville, Tn, Us
    • Create compelling marketing campaigns consisting of pitch books, sales flyers and multimedia promotional material for a variety of Fixed Income strategies• Draft and coordinate innovative thought leadership efforts including white papers, symposium presentations, educational materials, external market updates and blog postings• Conceptualized and initiated a monthly program of portfolio and market commentary for both internal and external use, providing timely updates on fund performance• Participate in business development activities including new fund launches in US, Luxembourg and local Asian markets• Perform competitive analysis, including development of easily updated templates to allow for ad hoc reports• Deliver client pitches and portfolio due diligence updates• Provide on site internal sales trainings in Asia on our securitized asset mutual fund• Respond to ad hoc client requests from client bases in Asia, Europe, Canada and Latin America• Provide detailed responses to RFP inquiries for a number of fixed income strategies• Train product analysts on how to best approach various tasks from both a tactical and technical standpoint
  • Barclays Capital
    Financial Analyst
    Barclays Capital Sep 2010 - Apr 2012
    New York, Ny, Us
    • Created first of its kind Sales Resource/Trading Profitability matrix for top 70 Emerging Markets clients• Performed revenue analysis of Emerging Markets Sales desk and participated in Latin America branch strategy sessions with Sales Management, CFO and COO• Supported several sales desks with ad hoc financial analysis, budget assessments and product research
  • Barclays Capital
    Trading Assistant - Us Mtn Trading Desk
    Barclays Capital Jun 2010 - Sep 2010
    New York, Ny, Us
    • Assisted the US MTN Trader in booking different legs of 3rd Party and Barclays issued structures including; Note Bookings, Deposit Bookings and Fee Bookings• Worked with Creative Services and Legal to put together weekly marketing documents for clients• Calculated the Desk EOD PnL and sent daily notifications to PCG and the desk
  • Barclays Capital
    Expense Management Analyst
    Barclays Capital May 2008 - Sep 2010
    New York, Ny, Us
    • Utilized strong relationships with vendors to reduce trade issuance costs • Liaised with clients for timely trade execution and failing trades resolution• Created cost estimate models and pre-approval process to improve accuracy of monthly accruals and expedite invoice clearance
  • Trade Settlement Inc
    Loan Closer
    Trade Settlement Inc Jun 2007 - May 2008
    Lead closing group in large scale, ongoing transfer projects for one of our largest clients.Cultivated relationships in the CDO banking group of an existing client, creating new business.Dictated closing procedure and progress on conference calls with client's upper Management.
  • Cadwalader, Wickersham & Taft Llp
    Paralegal
    Cadwalader, Wickersham & Taft Llp 2005 - 2007

Jonathan Davis Skills

Financial Analysis Finance Financial Modeling Financial Reporting Corporate Finance Sales Product Management Structured Finance Financial Accounting Financial Planning Project Implementation Business Analysis Presentation Development Salesforce.com Sales Presentations Product Development Product Marketing Presentations Presenter Economics Strategic Financial Planning Strategic Communications

Jonathan Davis Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Business Administration
  • University Of Virginia
    University Of Virginia
    Music
  • Sayville High School
    Sayville High School

Frequently Asked Questions about Jonathan Davis

What company does Jonathan Davis work for?

Jonathan Davis works for Pinebridge Investments

What is Jonathan Davis's role at the current company?

Jonathan Davis's current role is Senior Vice President - Client Portfolio Manager, Sustainable Investment Strategist and Co-Chair of PineBridge ESG Investment Committee at PineBridge Investments.

What is Jonathan Davis's email address?

Jonathan Davis's email address is jo****@****dge.com

What schools did Jonathan Davis attend?

Jonathan Davis attended Nyu Stern School Of Business, University Of Virginia, Sayville High School.

What are some of Jonathan Davis's interests?

Jonathan Davis has interest in Alternative Investments, Emerging Markets, Basketball, Music, Golf, Securitized Assets.

What skills is Jonathan Davis known for?

Jonathan Davis has skills like Financial Analysis, Finance, Financial Modeling, Financial Reporting, Corporate Finance, Sales, Product Management, Structured Finance, Financial Accounting, Financial Planning, Project Implementation, Business Analysis.

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