Jessica Kaplan Email & Phone Number

Los Angeles, CA, US

New York, New York, United States

Reinsurance company of real estate investment firm Lightstone Group

New York, New York, United States

Cross-Asset Strategy

Greater New York City Area

Direct Equity and External Mandates (Private Equity Co-Investment & Venture Capital)Municipal Bonds (Research)Cross-Asset Initiatives (Strategic Initiatives, Relative Value and Asset Allocation)

Greater New York City Area

• Improved pricing model for insurance policies, better integrating financial data and credit ratings to raise premiums
• Managed loss-sensitive risk profiles for corporate and institutional clients with >$1B in revenue
• Programmed a database in MS Access to be implemented nationwide for renewals and new business to analyze production resulting in increased profitability and a decrease in the overall combined ratio
• Researched prospective clients in market and engaged with brokers to mitigate risk

Greater Boston Area

• Successfully raised over $100,000 through auctions, raffles, and financial donations
• Initiate strategies such as automated contact management/marketing to efficiently and effectively reach more donors
• Organize multiple fundraising events for hundreds of people

Greater New York City Area

• Built macros in Excel VBA to evaluate risk and achieve optimal order-flow execution distribution of reports created directly for traders resulting in a higher return-on-equity
• Worked directly with Delta One traders to be a liquidity provider in single stock futures and service shortening needs: constructed valuation models to price futures based trades in the Delta One market space
• Decomposed ETFs to maximize returns on underlying stock to assess profit potentials to holdings
• Assessed returns and stock borrow needs for Equity-for-Equity stock loan traders
• Analyzed stocks and ETFs to assist stock lenders in generating U.S. cash and Canadian non-cash collateral
• Implemented Bloomberg and Lending Pit Excel Add-Ins to ease the process of data collection to analyze trends to stock loan markets

Madison, WI

• Secure donations and spearhead activities for two major philanthropy events with goal of $10,000 in donations and over 500 students in attendance
• Collaborate with other philanthropy chairs in Greek life to cultivate relationships and ensure superior service

Chestnut Hill, MA

• Provided efficient customer service and communicated clearly and objectively to teach children how to swim proficiently
• Exercised multitasking and organizational skills through daily lifeguarding duties

Needham, MA

• Coordinate marketing materials & communications for prospective campers resulting in five-year over-enrollment
• Leverage technology to improve organization and efficiency resulting in more targeted marketing opportunities

Wilmot, NH

• Supervised 24 11-year olds and brainstormed ideas for improved bunk activities and evening programs
• Used strong communication skills to resolve conflicts and build teamwork

Bachelor Of Business Administration (Bba), Finance, Investment And Banking

Activities and Societies: Alpha Epsilon Phi, Finance and Investment Society, Women in Finance and Accounting, Badger Business Professionals

International Finance

Business Program at IES Study Abroad Barcelona

High School