Jonathan Ortega

Jonathan Ortega Email and Phone Number

Global Capital Markets Analyst @ Morgan Stanley @ Morgan Stanley
New York City
Jonathan Ortega's Location
Greater Chicago Area, United States, United States
Jonathan Ortega's Contact Details

Jonathan Ortega work email

Jonathan Ortega personal email

n/a
About Jonathan Ortega

Jonathan Ortega is a Global Capital Markets Analyst @ Morgan Stanley at Morgan Stanley. He possess expertise in communication, presentation skills, debate.

Jonathan Ortega's Current Company Details
Morgan Stanley

Morgan Stanley

View
Global Capital Markets Analyst @ Morgan Stanley
New York City
Employees:
501
Company phone:
(212)761-4000
Jonathan Ortega Work Experience Details
  • Morgan Stanley
    Global Capital Markets Summer Analyst
    Morgan Stanley Apr 2022 - Present
    New York, Ny, Us
  • Headstart Fellowship
    Vp Programming
    Headstart Fellowship Jan 2022 - Present
    Nationwide, Us
    The HeadStart Fellowship is a free student-led mentorship program designed to give high-achieving college students a head start on their professional and personal development. The program provides students with exposure to professional opportunities and guidance within the technology, finance & consulting fields.
  • Duke Real Estate Club
    Analyst
    Duke Real Estate Club Jan 2022 - Present
    Durham, North Carolina, Us
  • Duke Real Estate Club
    General Member
    Duke Real Estate Club Aug 2021 - Jan 2022
    Durham, North Carolina, Us
  • J.B Operations
    Ceo/Founder
    J.B Operations Jan 2021 - Jan 2023
    As founder and president of J.B Operations, our goal is to make an ethical impact in the real estate market. Our work pertains to the management of Chicago rental properties (Airbnb and public market listings) as well as oversight and assistance of home development and new construction projects. We continue to make efforts to understand and test different market trends for optimal value in not only profit but customer satisfaction.
  • Jpmorgan Chase & Co.
    Commercial Real Estate Summer 2022 Analyst
    Jpmorgan Chase & Co. Jun 2022 - Aug 2022
    New York, Ny, Us
  • Scholars Of Finance
    Chapter Founder / Vp Of Leadership Development Program
    Scholars Of Finance Dec 2021 - Aug 2022
    New York, Ny, Us
    Scholars of Finance is a rapidly growing organization on a mission to inspire character and integrity in the finance leaders of tomorrow, seeking to solve the world’s largest problems by investing in undergraduate students through leadership development, mentorship, and the active support of hundreds of purpose-driven finance executives and investors.As one of the Duke Chapter founders, my job as a leadership team member is to ensure successful implementation of the Scholars of Finance values on campus, including integrity, curiosity, and ethically driven results. Leaders will meet on a weekly basis to discuss growth prospects of the club and member recruitment, as well as set up events including guest speakers in the financial industry and educational programs.
  • The D. E. Shaw Group
    Latitude Fellow
    The D. E. Shaw Group Jan 2022 - Feb 2022
    New York, Ny, Us
  • Guaranteed Financial
    Loan Officer
    Guaranteed Financial Feb 2021 - Aug 2021
    Berwyn, Illinois, Us
    As a loan officer, my job elevated to meeting with clients and realtors to ensure that their home needs were met. I worked on multiple deals with other loan officers, helping loans get from processing to closing through keeping track of appointments, deadlines, and client responsibilities. Working with clients usually entailed detailing their credit score, ways to improve their loan interest rate and pricing, and practicing fiscal conservation throughout the process. I also managed revenue reports with Quickbooks to keep track of profit margins and loan officer efficiency.
  • Guaranteed Financial
    Operations Assistant
    Guaranteed Financial Jan 2021 - Feb 2021
    Berwyn, Illinois, Us
    As Operations Assistant, my work pertained to maximizing efficiency in the office through excel modernization, processing of loan pertinent documents, and reporting office goals and deadlines. In the meantime I worked on obtaining my NMLS Loan Origination license in Illinois to ensure that I was knowledgeable on the loan process to best help my coworkers.
  • The Krupnick Approach
    Intern Manager
    The Krupnick Approach Mar 2019 - Aug 2020
    Chicago, Illinois, Us
    The Krupnick Approach offers academic and educational assistance to students ranging from middle school to graduate school who are looking to benefit from additional one-on-one support. I was personally asked by the CEO to be the first intern to help spread the network of the company and modernize its tutoring approach. As an intern, I worked with excel to analyze trends in ACT and SAT answers to tailor tutor tactics, recruited new members to the program, and helped increase student ACT scores by an average of 7 points. Once more interns joined the team, I became the management that helped train and reported progress to the CEO. This was valuable experience with a startup that helped me become comfortable with taking a leadership role in a new environment.
  • The Wharton School
    Leadership In The Business World
    The Wharton School Jul 2019 - Aug 2019
    Philadelphia, Pa, Us
    Sponsored by Wharton School of the University of Pennsylvania, Leadership in the Business World (LBW) is an intensive summer program for a select group of rising high school seniors who want an introduction to a top-notch undergraduate business education and the opportunity to hone their leadership, teamwork, and communication skills.I had the opportunity to work with a team of 10 over the course of a month to develop a business plan of our choice. Complemented with foundational courses in marketing, accounting, and finance, my team was able to successfully create a plan for a non-profit venture focused on making reading comprehension more fun and accessible to underperforming public school districts.

Jonathan Ortega Skills

Communication Presentation Skills Debate

Jonathan Ortega Education Details

  • Duke University
    Duke University
    Political Science And Government
  • Saint Ignatius College Prep
    Saint Ignatius College Prep
    High School/Secondary Diplomas And Certificates

Frequently Asked Questions about Jonathan Ortega

What company does Jonathan Ortega work for?

Jonathan Ortega works for Morgan Stanley

What is Jonathan Ortega's role at the current company?

Jonathan Ortega's current role is Global Capital Markets Analyst @ Morgan Stanley.

What is Jonathan Ortega's email address?

Jonathan Ortega's email address is jo****@****ley.com

What schools did Jonathan Ortega attend?

Jonathan Ortega attended Duke University, Saint Ignatius College Prep.

What skills is Jonathan Ortega known for?

Jonathan Ortega has skills like Communication, Presentation Skills, Debate.

Who are Jonathan Ortega's colleagues?

Jonathan Ortega's colleagues are Ivy Hung, Sanchi Bubna, Christopher Naples, Susan Golpe, Jessica Haas, Rachel Deaton, Snehal Raval.

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