Here in short my career in a quick overview. I have been working for more than decade in the financial industry. My career started as a tax consultant at EY and as a junior accountant at PwC while I was still studying to get my bachelors degree. Between my bachelors and masters, I decided to study a year in the US (Boston, MA) to become more proficient in English and Business. After my Msc Finance (VU, Amsterdam), I started working at Delta Lloyd as a trainee where I gained experience in insurance, mergers & acquisitions and asset management. I finally decided to focus my attention towards asset management where I began working in the Valuation and Performance Measurement department at Delta Lloyd Asset Management. I was responsible for all the valuations of the derivatives and illiquid assets and for the performance attribution calculations for our fixed income portfolios. After a few years, I got the opportunity to start working as a Junior Portfolio Manager at Delta Lloyd Asset Management. My expertise was investment grade corporate bonds with a coverage of technology, media and telecommunications companies. I was responsible for idea generation, portfolio management and trading. During that period, I earned my CFA designation. Afer my role at Delta Lloyd Asset Managemt, I became a Multi Asset portfolio manager at NN Investment Partner which later became part of Goldman Sachs Asset Management. I was responsible for approx. 8 billion of AuM. In 2023, I started my own company Money Principles to help people with financial education. We now have a radio progam, social media channels, written a book (More wealth Less dumb) and give coaching to wealthy families around the topic of family wealth. Finally, we help connect entrepeneurs with providers of good capital.
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CfoOverdie Metal (Recycling) GroupAmsterdam, Nh, Nl -
Impact Investment AdvisorPhenix Capital Group Jul 2024 - PresentAmsterdam, Noord-Holland, Nederland -
EigenaarMoney Principles Aug 2023 - PresentAlkmaar, Noord-Holland, NederlandWe help people to improve their financial decisions so that they can achieve financial peace, financial freedom and family wealth. We teach through our radio program and podcast named Money Principles as well as our social media channels. We have already reached millions with good financial education through media. We also provide one-on-one coaching regarding personal finance and investing. Finally, we give workshops to schools and universities. Next to our education business, we help… Show more We help people to improve their financial decisions so that they can achieve financial peace, financial freedom and family wealth. We teach through our radio program and podcast named Money Principles as well as our social media channels. We have already reached millions with good financial education through media. We also provide one-on-one coaching regarding personal finance and investing. Finally, we give workshops to schools and universities. Next to our education business, we help entrepeneurs and investors to connect. We provide services to entrepeneurs, charities and family offices related to fund raising. Show less -
Portfolio Manager - Multi Asset (Executive Director/Vp)Goldman Sachs Jan 2023 - Aug 2023Den Haag En Omgeving, Nederland -
Portfolio Manager - Multi AssetNn Investment Partners Nov 2017 - Dec 2022Den Haag En Omgeving, Nederland -
Junior Portfolio Manager - Fixed Income CreditsDelta Lloyd Asset Management Aug 2016 - Oct 2017Amsterdam En Omgeving, Nederland
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Valuations, Performance & Attribution SpecialistDelta Lloyd Asset Management Feb 2015 - Jul 2016Amsterdam
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Finance TraineeDelta Lloyd Sep 2013 - Jan 2015Amsterdam En Omgeving, NederlandAssignments at Group Consolidation & Reporting and Corporate Development (Mergers & Acquisitions) -
Financieel SpecialistInseur Sep 2010 - Aug 2013Building business cases and financial analysis for innovative insurance products
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Junior AccountantPwc Sep 2009 - Jun 2010Alkmaar En Omgeving, NederlandAudits on annual reports -
FounderDelightment Apr 2009 - Oct 2009Online sales of kasjmir scarfs
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Junior Tax ConsultantErnst & Young Sep 2008 - Jun 2009Alkmaar En Omgeving, Nederland -
Project AssistentInsurance Product Enterprises Sep 2007 - Aug 2008Alkmaar En Omgeving, NederlandVoorbereidend werk uitvoeren voor een senior Actuaris. Zoals het voorbereiden van zeer gecompliceerde Excel spreadsheets.
Jesse Borst, Cfa Education Details
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Education FirstA -
Jan Arentz7
Frequently Asked Questions about Jesse Borst, Cfa
What company does Jesse Borst, Cfa work for?
Jesse Borst, Cfa works for Overdie Metal (Recycling) Group
What is Jesse Borst, Cfa's role at the current company?
Jesse Borst, Cfa's current role is CFO.
What schools did Jesse Borst, Cfa attend?
Jesse Borst, Cfa attended Vrije Universiteit Amsterdam, Vrije Universiteit Amsterdam, Education First, Hogeschool Inholland, Jan Arentz.
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