Jesse Held Email & Phone Number

Phoenix, Az, Us

Phoenix, Arizona, United States

Phoenix, Arizona, United States

Phoenix, Arizona Area

Greater Boston Area

Greater Boston Area

Greater New York City Area

• Managed onboarding, pricing, and billing for over 300 client relationships and worked closely with approximately twenty traders to price and distribute ABS valuations to bank clients monthly• Constructed daily subprime pricing model to calculate daily prices for subprime MBS and migrated 1300 securities from monthly to daily pricing• Streamlined market data collection and integration into proprietary MBS pricing model, improving pricing accuracy and reducing pricing time by 50%• Collaborated with Financial Engineering Team to build and distribute a monthly revenue report to the team's Managing Director and trained other pricing analyst on its use

Ithaca, New York Area

Assisted a professor in Ithaca College's management department prepare students for exams and assist with homework.

Ithaca, New York

• Track healthcare sector news and performance, run equity screens and DCFs, select and present long ideas, evaluate systematic risks to hedge, select and present Beta-neutral hedge.• Monitor and communicate portfolio and hedge fund performance, work closely with Communication Managers to provide performance data for monthly report sent to Investment Advisory Board.• Upload current portfolio into Bloomberg and ThomsonONE and conduct regular performance attributions.• Create monthly performance reports to be sent to the Investment Advisory Board. Reports include information on macroeconomic conditions, portfolio weightings, portfolio performance, and top and bottom performers.

Ithaca, New York Area

• Counsel first year students in various academic arenas including time management, study tips, and resource utilization.• Responsible for a group of over 500 first year students.• Organize events, make bi-weekly presentations, and conduct one on one academic counseling.

Ithaca, New York Area

Assisted an organizational structure and processes professor in Ithaca College's MBA program to organize and conduct class activities, distribute required materials, and check homework

Ithaca, New York Area

Tutored students both individually and in small groups in:Business FinanceBusiness Systems and TechnologyComputers and Information TechnologyMicroeconomicsEnvironmental EconomicsGeneral Psychology

Ithaca, New York Area

Checked homework, presented Bloomberg seminars, and conducted research for a Finance professor in the Ithaca College School of Buiness

Ithaca, New York Area

• Track energy, materials, utilities, and industrials sector news and performance, run equity screens and DCFs, and select and present long ideas.• Monitor and communicate portfolio and hedge fund performance, work closely with Communication Managers to provide performance data for monthly report sent to Investment Advisory Board. • Uploaded current portfolio into Bloomberg and ThomsonONE and conduct regular performance attributions. • Create monthly performance reports to be sent to the Investment Advisory Board. Reports include information on macroeconomic conditions, portfolio weightings, portfolio performance, and top and bottom performers.

Greater Boston Area

• Worked with Bloomberg and ThomsonONE creating spreadsheets and reports to track performance and streamline procedures leading to more efficient evaluations of performance metrics.• Created spreadsheets and formulas in Bloomberg and Excel to track the performance of portfolios and equity recommendations, leading to better assessments of outside recommendations.• Conducted Volume Weighted Average Price testing and redesigned the testing process. Cut the time spent conducting VWAP testing significantly.• Created procedures for updating the portfolio performance models and running the new VWAP testing process.• Presented the new procedures updating performance models and VWAP testing to members of the Investment Analytics team so that the process could be continued after my tenure.

Master Of Information Technology, Business Intelligence And Data Analytics, 4.0

Bachelor Of Science (Bs), Business Administration; Finance, 3.9

Activities and Societies: Social Activities Co-Chair – Beta Alpha Psi, Winning Team Member – Adirondack Small Cap Investment Competition.

Bachelor Of Science, Applied Psychology, 4.0

Activities and Societies: Presenter at EPA 2013, Presenter at Whalen Conference 2012 & 2013

Business Administration And Management, General

Activities and Societies: Student Manager - Harvard Square Meals Program, Volunteer - Needham/Wellesley Housing Authority After-school.