Jessica Kaplan

Jessica Kaplan Email and Phone Number

Senior Investment Associate @ Converge US
Los Angeles, CA, US
Jessica Kaplan's Location
Los Angeles, California, United States, United States
Jessica Kaplan's Contact Details

Jessica Kaplan work email

Jessica Kaplan personal email

n/a
About Jessica Kaplan

Jessica Kaplan is a Senior Investment Associate at Converge US. She possess expertise in microsoft office, leadership, research, public speaking, project management and 1 more skills. She is proficient in Spanish.

Jessica Kaplan's Current Company Details
Converge US

Converge Us

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Senior Investment Associate
Los Angeles, CA, US
Jessica Kaplan Work Experience Details
  • Converge Us
    Senior Investment Associate
    Converge Us
    Los Angeles, Ca, Us
  • Converge Us
    Senior Investment Associate
    Converge Us Jan 2022 - Present
    New York, New York, United States
    Reinsurance company of real estate investment firm Lightstone Group
  • Aig Asset Management
    Senior Investment Analyst
    Aig Asset Management Jul 2021 - Jan 2022
    New York, New York, United States
    Cross-Asset Strategy
  • Aig Asset Management
    Investment Analyst
    Aig Asset Management Jul 2019 - Jul 2021
    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)
  • Aig
    Aig Risk Management Underwriting Summer Analyst
    Aig May 2018 - Aug 2018
    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
  • Bright Spirit Childrens Foundation Inc
    Events Coordinator
    Bright Spirit Childrens Foundation Inc Apr 2009 - May 2018
    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
  • National Bank Of Canada
    Global Equity Derivatives Intern
    National Bank Of Canada Jun 2017 - Aug 2017
    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
  • Alpha Epsilon Phi - Sigma Chapter
    Assistant Vp Philanthropy Chair
    Alpha Epsilon Phi - Sigma Chapter Jan 2016 - Dec 2016
    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
  • Beaver Country Day School, Inc.
    Summer Camp Lifeguard And Swimming Instructor
    Beaver Country Day School, Inc. Jun 2016 - Aug 2016
    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
  • Camp Matoaka For Girls
    Winter Office Assistant
    Camp Matoaka For Girls Sep 2014 - Aug 2016
    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
  • Camps Kenwood & Evergreen
    General Counselor
    Camps Kenwood & Evergreen Jun 2015 - Aug 2015
    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

Jessica Kaplan Skills

Microsoft Office Leadership Research Public Speaking Project Management Microsoft Excel

Jessica Kaplan Education Details

Frequently Asked Questions about Jessica Kaplan

What company does Jessica Kaplan work for?

Jessica Kaplan works for Converge Us

What is Jessica Kaplan's role at the current company?

Jessica Kaplan's current role is Senior Investment Associate.

What is Jessica Kaplan's email address?

Jessica Kaplan's email address is je****@****een.com

What schools did Jessica Kaplan attend?

Jessica Kaplan attended University Of Wisconsin-Madison - School Of Business, Ies Abroad, Needham High School.

What skills is Jessica Kaplan known for?

Jessica Kaplan has skills like Microsoft Office, Leadership, Research, Public Speaking, Project Management, Microsoft Excel.

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    eaglehillconsulting.com, hollingsworthllp.com, freddiemac.com
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