Jonah Rosen Email & Phone Number

London, GB

• Develop comprehensive valuation analyses and assess client pricing reasonability of structured products including Asset-Backed Securities, Commercial Mortgage-Backed Securities, Collateralized Loan Obligations, Agency.
• Engage with clients and investment banks undergoing the securitization process for Asset-Backed Securities of various collateral types including solar, auto, and equipment, by providing due diligence and recalculation.
• Collaborate with a small, specialized team within the valuation practice to price unstructured Whole Loans using Collateral Analysis System (CAS) software as well as internal Excel models to provide accurate pricing.
• Participate in the internal automation committee to create improved valuation tools by leveraging Microsoft Excel VBA and Macros to automate routine tasks to optimize efficiency and elevate the precision of the.

London, GB

Valuation, Analysis and Pricing (VAP) TeamAsset-Backed Securities (ABS) Team

Conshohocken, PA, US

• Performed collective tracking on SAP to ensure the rebates for all client agreements were approved to document the contracts and transactions for monthly/quarterly reports
• Collected, compiled, and analyzed client data to confirm accurate, timely calculation and payment of rebates in accordance with signed contracts

New York, US

• Developed strategies and presented Sustainability Initiative to Executives to become plastic-free by 2025 while researching ways to grow revenue to offset investments in sustainability business
• Aided CX Team with processing daily refunds and returns through Shopify to ensure customer satisfaction and loyalty
• Participate in Accounts Receivable and Accounts Payable projects, recording amounts owed to suppliers and collected from customers
• Assist Retail Marketing team on in-store events at NYC Flagship store including logistics of creating events and interacting with customers
• Received, maintained, and organized store inventory while conducting intensive physical labor
• Assisted clients in meeting their needs while providing customer service and increasing sales from $5 to $50 million over 2 years of participation

Master Of Science - Ms, Marketing Analytics

Bachelor Of Science - Bs, Finance, General

Bachelor Of Science - Bs, Finance, General